Conrad Layson’s Post

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Senior Alternative Propulsion Analyst at AutoForecast Solutions LLC

General Motors #battery boss Kurt Kelty will have a big task in today’s Investor Day presentation. The legacy #oem has to pivot away from centering their #electricvehicle product line on their ULTIUM Cells batteries in favor of a multi #batterysupplier approach. Opening the product lineup to different cathode chemistries and form factors should allow a more tailored approach to designing and building #evs in different vehicle segments. All of which is focused on containing costs as GM introduces new EVs in a new vehicle market reeling from recent price hikes. There is no advanced word on the status of GM’s proposed use of #lfp batteries designed by China’s CATL but manufactured by Japan’s TDK. That question must be sorted out rather quickly if GM is going to keep to its schedule for the new Chevrolet Bolt. #automotiveindustry #ev #oemsupplier #tdk #automobilindustrie #cathode #batterymanufacturing #forecasting AutoForecast Solutions LLC Tesla Veteran Is Overhauling GM’s Troubled EV Battery Strategy https://lnkd.in/eNF-nXwV

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