GM President Discusses LMR Batteries' Potential to Revolutionize Midsize Electric Trucks

Advancing Electric Mobility: The Promise of LMR Battery Technology
The Current State of Electric Truck Development and Market Gaps
The journey of electric vehicles is marked by continuous advancements, and one of the most exciting recent developments is the emergence of Lithium Manganese Rich (LMR) battery technology. Until recently, LMR batteries were not widely known, but now they are being hailed as a potential game-changer, especially for the midsize electric truck segment. This particular niche in the electric vehicle market has remained largely untapped due to existing battery limitations.
Challenges in Bringing Midsize Electric Trucks to Market
General Motors President Mark Reuss recently shed light on the primary reason behind the absence of midsize electric trucks. During an appearance on the Plugged-In Podcast, Reuss explained that the critical issue lies in the physical constraints of midsize truck designs. These vehicles lack sufficient space to house the large battery packs required to deliver adequate range and performance for a truck's typical workload. The sheer volume and weight of current high-range batteries make them unsuitable for smaller truck chassis.
The Economic Factor in EV Truck Production
Beyond packaging limitations, the cost of electric vehicle batteries presents another significant barrier. EV batteries are inherently expensive, a factor that manufacturers can more easily offset in larger, higher-priced electric trucks like the Ford F-150 Lightning, Rivian R1T, or GM's own full-size offerings. Selling a smaller, less expensive truck with a performance-compromised battery would not be a viable business strategy, as it would likely fail to meet consumer expectations for range and capability.
Introducing LMR Batteries: A Solution for Cost and Performance
LMR batteries are presented as a viable solution to these challenges. GM, in collaboration with LG Energy Solution, is developing these new battery cells, which are expected to be considerably more affordable than the nickel-heavy batteries currently prevalent in the U.S. EV market. The LMR chemistry utilizes the same fundamental components as conventional lithium-ion batteries but optimizes the quantities of these materials to achieve cost efficiency. Specifically, LMR cells will contain up to 2% cobalt, 30-40% nickel, and 60-70% manganese, balancing performance with reduced expense.
Innovative Design: Prismatic Cells for Enhanced Efficiency
A key design feature of these new LMR batteries is their prismatic cell structure. Unlike cylindrical or flexible pouch cells, prismatic cells are hard-sided and rectangular, making them highly stackable. This design innovation contributes to a reduction in the overall weight and manufacturing costs of the battery pack, further enhancing the economic viability of midsize electric trucks.
Superior Energy Density and Cost Efficiency of LMR Technology
GM asserts that LMR batteries will not only be more cost-effective than lithium iron phosphate (LFP) cells, which are a common choice for budget-friendly EVs, but will also offer a 33% improvement in energy density. This combination of lower cost and higher energy density represents a significant breakthrough, enabling the production of electric trucks that provide excellent value without compromising performance. Reuss emphasized that this technology could reduce battery pack costs by thousands of dollars, allowing midsize electric trucks to offer a driving range comparable to gasoline-powered counterparts.
Strategic Independence from External Supply Chains
The development of LMR batteries also holds strategic importance in terms of supply chain independence. With China holding a dominant position in the LFP battery supply, LMR technology offers a pathway for U.S. manufacturers like GM and Ford (which is also exploring LMR) to produce more affordable electric vehicles with less reliance on foreign supply chains. This move could stimulate domestic battery production and bolster the resilience of the U.S. EV market.
Future Outlook for LMR Batteries in Electric Vehicles
GM's strategy involves integrating LMR batteries into its electric SUV and truck lineups beginning in 2028. The company anticipates that these vehicles will achieve ranges exceeding 400 miles without requiring the massive, expensive battery packs found in models like the Chevy Silverado EV and GMC Hummer EV. While LMR batteries represent a significant step forward, Reuss believes that the evolution of EV battery technology is far from over, suggesting that even more innovative solutions are on the horizon.