General Motors May Shift Away from LFP Batteries
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 11 2026
0mins
Source: seekingalpha
- Battery Technology Shift: General Motors (GM) may abandon lithium iron phosphate (LFP) batteries in favor of lithium manganese-rich (LMR) technology, indicating a significant change in its EV chemistry strategy, although it still plans to produce LFP cells at its Tennessee plant for energy storage systems.
- Production Plan Adjustment: GM initially aimed to start LFP battery production at its Tennessee facility by late 2027, but battery chief Kurt Kelty stated that LFP may not enter their portfolio, with LMR expected to be the primary battery type for large-scale production.
- Market Competition Dynamics: This shift contrasts sharply with competitors like Tesla (TSLA), Ford (F), and Rivian (RIVN), which have increasingly adopted LFP batteries to reduce EV costs, potentially impacting GM's competitiveness in the market.
- Future Development Timeline: While Kelty did not confirm whether the timeline for LMR battery production remains set for 2028, he indicated that LMR development is on track, suggesting that GM's long-term strategy in battery technology is still progressing.
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Analyst Views on GM
Wall Street analysts forecast GM stock price to rise
19 Analyst Rating
14 Buy
4 Hold
1 Sell
Moderate Buy
Current: 79.580
Low
57.00
Averages
95.06
High
122.00
Current: 79.580
Low
57.00
Averages
95.06
High
122.00
About GM
General Motors Company designs, builds and sells trucks, crossovers, cars and automobile parts and provides software-enabled services and subscriptions worldwide. The Company's segments include GMNA, GMI and GM Financial. Its GM North America (GMNA) and GM International (GMI) segment develop, manufacture and/or markets vehicles under the Buick, Cadillac, Chevrolet and GMC brands. The Company's GM Financial segment provides automotive financing and related services. The Company is also focused on investing in electric vehicles (EVs) and autonomous vehicles (Avs), software-enabled services and subscriptions and new business opportunities. The Company's portfolio includes OnStar, GM Energy, GM Insurance, GM Genuine Parts, and the GM Company Store. Its OnStar portfolio offers safety, connectivity and hands-free driver assistance technologies. Its GM Energy provides Home EV Charging, Public EV Charging, Vehicle-To-Home and Energy Storage services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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