Revolution Beneath the Hood: How a New Battery Could Change the Price of American EVs

16 May 2025
Revolution Beneath the Hood: How a New Battery Could Change the Price of American EVs
  • General Motors is leading a shift to more affordable electric vehicles (EVs) by pioneering lithium-manganese-rich (LMR) battery technology.
  • These new EV batteries rely on abundant manganese instead of costly nickel and cobalt, potentially reducing battery costs by over $6,000 per vehicle.
  • GM’s LMR batteries promise long driving range (400+ miles per charge) and durable performance, tailored for American trucks and SUVs.
  • Manufacturing will focus on US-based supply chains, reducing reliance on China and supporting domestic jobs through Ultium Cells plants in Michigan and Ohio.
  • New prismatic battery cells streamline production, further cutting costs and boosting efficiency for mainstream electric pickups and SUVs.
  • GM’s innovations aim to make EVs accessible to millions more drivers, challenging Tesla and transforming the future of electric mobility in America.
Rising Lithium Prices Could Upend The Electric Vehicle Revolution | Forbes

Massive electric trucks and SUVs gleam beneath dealership lights, ready to redefine what Americans expect from their vehicles. But beyond the muscular exteriors and plush, high-tech cabins, a quiet transformation is occurring — one that could soon disrupt the very equation of what it costs to go electric.

General Motors, the storied titan of Detroit, has quietly shaped the largest lineup of electric vehicles in the United States. Now, it has set its sights on a bold new goal: making EVs not only cleaner, but also dramatically more affordable. The key? A revolutionary battery chemistry, over a decade in the making — and it promises to slice thousands of dollars from the sticker price of future electric pickups and SUVs.

Manganese Takes Center Stage

In the hallowed halls of GM’s research labs, engineers, in partnership with battery giant LG Energy, have reimagined the heart of the electric car. Their new batteries feature a “lithium-manganese-rich” (LMR) cathode, a breakthrough that flips the industry’s playbook on its head.

Where most state-of-the-art EV batteries rely on high-cost metals like nickel and cobalt, GM’s new design leans into abundant and cheaper manganese. This switch isn’t just a swap of raw materials; it’s a leap that keeps the extended range Americans demand — over 400 miles per charge — while cutting spiraling supply chain costs. By dialing down the need for cobalt and nickel, these cells may reduce per-vehicle battery costs by more than $6,000, a game-changer in a market where price is king.

Tough, Durable, and Ready for the American Road

Durability isn’t sacrificed in the pursuit of savings. GM’s LMR cells are engineered to thrive for at least eight years, surviving thousands of charge cycles in the daily grind of heavy trucks and SUVs. Unlike some cheaper batteries that trade cost for range or resilience, the new technology maintains the long driving range associated with more expensive nickel-rich batteries, but without the added weight or the longevity trade-offs of China’s prevalent iron-phosphate solutions.

From Steel Mills to Supply Chains: A New Made-in-America Battery

GM and LG’s Ultium Cells, their American joint venture, will begin producing these LMR batteries in Michigan and Ohio, harnessing a domestic supply chain for critical materials wherever possible. The partners are determined to reduce their reliance on China for lithium and manganese, shifting procurement to sources closer to home and allied nations.

Another innovation: GM is abandoning the industry-standard cylinder-shaped cells for “prismatic” flat cells. This change slashes the number of battery pack components by more than half, simplifying manufacturing, boosting efficiency, and ultimately driving down costs for the consumer.

The Race Against Tesla

For now, Tesla still outsells GM in electric vehicles by a wide margin — more than 128,000 sold in the first quarter of the year, compared to GM’s roughly 32,000. Yet GM has a trump card: no other US automaker produces more battery cells domestically. Its technology now powers not only Chevrolets and GMCs, but also high-end Cadillacs and even Honda’s luxury Acura brand.

As GM prepares this next wave of technology, the automotive landscape is poised for upheaval. Imagine the bedrock of American mobility — pickups and SUVs — finally going electric, on terms both the earth and drivers can afford.

The Takeaway: Behind the scenes, GM is rewriting the rulebook for American EVs. By leveraging manganese-rich batteries and innovative manufacturing, the company is striving to close the gap on affordability without sacrificing range or durability — bringing long-range electric trucks and SUVs within reach for millions more drivers. The true revolution isn’t just under the hood; it’s in how the vehicles of tomorrow are being engineered, priced, and built today.

Revolutionary EV Batteries: How GM’s Manganese Move Could Crush Costs and Change the Market

# GM’s Lithium-Manganese Battery Breakthrough: What Drivers and the Industry Need to Know

General Motors (GM) is shaking up the electric vehicle (EV) world. With its groundbreaking lithium-manganese-rich (LMR) battery chemistry, it’s promising not just cleaner, greener rides but a genuine revolution in affordability, driving range, and sustainability for Americans. Dive below for exclusive facts and expert-backed insights that go beyond the original article—including actionable advice, comparisons, life hacks, and answers to your pressing questions about EVs.

Key Additional Facts & Insights

1. Manganese vs. Nickel & Cobalt in EV Batteries
Why Manganese Matters: Manganese is not just cheaper than nickel and cobalt—it’s also more abundant, and its supply chain is less environmentally and ethically fraught. According to the U.S. Geological Survey, manganese deposits are accessible in North America, making domestic sourcing more feasible ([USGS.gov](https://www.usgs.gov/)).
Nickel & Cobalt Challenges: Both minerals are primarily mined in countries with complex labor and environmental challenges, exposing automakers to price volatility and supply risks ([Reuters](https://www.reuters.com/)).
Life-Cycle Emissions: Sourcing manganese domestically or from allied countries potentially slashes the carbon footprint of battery production—an often overlooked benefit.

2. Technical Deep Dive: LMR Battery Features & Specs
Range: GM’s new LMR batteries match the high energy density of nickel-rich alternatives, supporting over 400 miles per charge—a level on par with some of Tesla’s best models.
Longevity: Rated for over 2,000 charge cycles, with warranties likely aligned at 8–10 years, these batteries offer durability for both private and fleet buyers.
Safety: Manganese-rich chemistries tend to be more thermally stable, decreasing the risk of battery fires or thermal runaway events.
Cell Format: “Prismatic flat cells” simplify vehicle integration, improve heat dissipation, and allow for flexible EV designs.

3. Real-World Use Cases
Pickup Owners: Expect payload and towing capacities to stay robust, thanks to lighter batteries and unchanged energy density.
SUV Families: 7-seater configurations, full climate control, and road-trip-level range—no longer a luxury for the few.
Fleet Managers: Fleets upgrading to LMR-equipped EVs will notice reduced total cost of ownership, thanks to longevity and lower maintenance.

4. How-To: Future-Proof Your EV Purchase
Step 1: When shopping, ask for details on battery chemistry; LMR or similar tech will likely mean better range and cost savings long-term.
Step 2: Research warranty specifics—newer chemistries could offer longer guarantees.
Step 3: Compare charging infrastructure—ensure your community supports fast charging for prismatic cell designs (most do!).

5. Market Forecast & Industry Trends
EV Price Drop Anticipated: Bernstein Research and BloombergNEF project EVs to reach price parity with gas vehicles as soon as 2026, largely thanks to battery cost reductions like GM’s.
US Domestic Battery Production Surge: The Inflation Reduction Act is propelling investment in American battery manufacturing, with Ultium Cells and others leading the charge ([Energy.gov](https://www.energy.gov/)).
Tesla vs. GM: While Tesla leads in EV sales, GM now has a tangible technological and manufacturing USP with its locally produced batteries.

6. Reviews & Comparisons
Tesla 4680 vs. GM LMR Prismatic Cell: Tesla’s 4680 cell prioritizes energy density and quick manufacturing; GM’s prismatic LMR format lowers raw material costs and improves safety/durability.
LFP (Iron Phosphate) vs. LMR: LFP is cheaper, safer, but heavier and lower range. LMR appears to hit a sweet spot: better range, still low cost, and domestically scalable.

7. Controversies & Limitations
Recycling Infrastructure: LMR batteries will require updated recycling processes. Current facilities are largely set up for nickel-rich batteries.
Scaling Up: Short-term bottlenecks in manganese processing in the U.S. may slow rollout.
Repairs & Parts: Prismatic cells may necessitate new standards for repair shops; industry upskilling is ongoing.

8. Security, Sustainability & Policy
Supply Chain Security: Diversifying away from China reduces geopolitical risks for GM and buyers.
Sustainability: Lower reliance on high-impact mines means greener EVs from cradle to grave.
Tax Credits: US-made LMR batteries help many GM EVs qualify for full federal tax rebates—up to $7,500 per vehicle ([IRS.gov](https://www.irs.gov/)).

Most Pressing Reader Questions—Answered

How soon will these cheaper EVs hit showrooms?
– First production LMR batteries roll out in 2025 models, initially in select trucks and SUVs.

Will older GM EVs get battery upgrades?
– Retrofits are not planned for existing models. New tech will appear in upcoming vehicles.

Do LMR batteries charge as fast as others?
– Yes. Early indications show comparable or faster charge rates than current nickel-rich counterparts.

Is the battery safe for winter/summer extremes?
– Manganese-rich batteries are engineered for robust performance across wide temperature ranges, making them suitable for US climates.

Pros & Cons Overview

| Pros | Cons |
|:—-:|:—-:|
| Significantly lower battery costs | New recycling processes needed |
| Higher domestic content eligibility | Startup bottlenecks possible |
| Maintains long range and fast charging | Early access limited to GM brands |
| Enhanced safety and longevity | Industry-wide adoption will take time |

Actionable Recommendations & Quick Tips

If Shopping for an EV: Ask your dealer about upcoming LMR battery models—it may pay to wait and save thousands.
Fleet Operators: Start conversations with GM about pre-orders and TCO analysis for your business.
Eco-Conscious Buyers: Prioritize models with domestic, manganese-rich batteries for a greener purchase.
Stay Updated: Monitor EV announcements in 2024–2025 as these models roll out.

Further Reading and Related Links

– Learn more at the official homepages: [GM.com](https://www.gm.com/), [LG Energy Solution](https://www.lgensol.com/), [Energy.gov](https://www.energy.gov/).

Final Takeaway

GM’s lithium-manganese-rich battery strategy is more than a technological tweak – it’s a foundational shift poised to make electric trucks and SUVs affordable, durable, and American-made. Stay tuned: we’re entering a new chapter for electric mobility, one powered by innovation both inside and beyond the battery pack.

Juan López

Juan López is an accomplished author and thought leader in the realms of new technologies and fintech. He holds a Master’s degree in Information Systems from Stanford University, where he developed a keen understanding of the intersection between technology and finance. With over a decade of experience in the industry, Juan has worked for Finbank Solutions, a leading financial technology firm, where he played a pivotal role in developing innovative financial products that enhance user experience and financial accessibility. Through his engaging writing, Juan seeks to demystify complex technological concepts and provide insights that empower readers to navigate the rapidly evolving landscape of fintech. His work has been featured in numerous industry publications, solidifying his reputation as a trusted voice in technology and finance.

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