GM says its next truck battery carries 33% more energy than LFP - the chemistry behind many of the world's cheap EVs - at a comparable cost. The first LMR trucks aim for more than 400 miles; GM already sells a Silverado EV rated at 493 miles (EPA, US).

Series: THE ASTERISK

The numbers: a $1 billion retool of Ultium Cells in Spring Hill, Tennessee (state of Tennessee); upgrades due to finish in 2028; +500 jobs. The same plant was meant to make LFP cells for EVs by late 2027 (GM, July 2025).

In this video: what LMR is, what the 33% is measured against, why the first LMR truck aims lower than today's, the Chinese cells reportedly inside GM's cheapest EV, and the oxygen problem LMR still has to beat.

If GM builds a full-size electric truck with more than 400 miles for noticeably less money, do you care that it doesn't beat today's 493?

Subscribe for the follow-up when the first cells come off the line.

0:00 Hook
0:31 One Factory, Two Futures
2:11 Thirty-Three Percent Of What
3:16 400 Is Less Than 493
4:11 The Chinese Battery In Gm'S Cheapest Car
5:25 Why Manganese, Why Now
6:18 The Oxygen Problem
7:20 Who Wins If It Works
8:19 The Right Bet, The Wrong Track Record

Figures are for the market named on screen. 33% and 2028 are GM / LG Energy Solution targets. Footage: GM, Chevrolet, Ultium Cells, LG Energy Solution; chemistry animations are illustrative.

#Carcry #GMLMR #EVBattery