GM Revisits LFP Strategy as Focus Shifts to Next-Gen LMR Batteries for Electric Vehicles

General Motors may revise its EV-focused lithium iron phosphate (LFP) battery strategy, with leadership indicating future emphasis will shift toward next-generation lithium manganese-rich (LMR) batteries. Kurt Keltie, GM's vice president of batteries, propulsion, and sustainability, stated LFP could be limited to energy storage systems (ESS) while LMR would become the company's workhorse battery. Production of LFP cells at a Tennessee factory will supply ESS rather than EVs, and GM plans to use LFP batteries in its upcoming Chevrolet Bolt EV. However, the company is accelerating LMR adoption, aiming to reduce costs while maintaining energy density comparable to current LFP batteries.