Revolutionizing the Electric Vehicle Market with GM’s New LMR Batteries
On May 13, 2025, General Motors (GM) unveiled a new generation of electric vehicle batteries known as LMR (Lithium Manganese-Rich). Developed in collaboration with LG Energy Solution, this cutting-edge technology aims to significantly reduce the production costs of electric vehicles, extend their driving range, and minimize reliance on scarce minerals such as cobalt.
The LMR batteries feature a chemical composition with a high manganese content—around 65%—while cobalt has been nearly eliminated. Additionally, the nickel content is reduced compared to conventional battery chemistries. These adjustments result in higher energy density, lower manufacturing costs, and improved safety. According to GM, these batteries can deliver up to 400 miles (approximately 640 kilometers) of range for larger vehicles, including pickups and SUVs.
One of the standout features of this new battery generation is its prismatic cell design, which optimizes space usage within the vehicle and reduces the number of battery pack components by up to 50%. This compact design facilitates installation in larger vehicles without occupying excessive space.
GM has announced that mass production of these batteries will commence in 2028, initially focusing on full-size electric vehicles such as SUVs and pickups. The battery manufacturing facility will be established in the United States to enhance supply chain self-sufficiency. GM plans to source a substantial portion of raw materials—including manganese and graphite—from domestic suppliers.
Beyond the economic advantages, the elimination of cobalt addresses significant environmental and ethical concerns associated with cobalt mining. Since cobalt is primarily sourced from African countries, where extraction practices have faced criticism from human rights organizations, GM’s move helps promote more responsible and sustainable sourcing.
It is worth noting that while LMR battery technology has been known for decades, previous limitations such as voltage instability and capacity degradation prevented its commercialization. Through advanced engineering improvements, new additive formulations, and enhanced particle structures, GM has overcome these challenges and is now ready to scale production.
Ultimately, this innovation forms part of GM’s long-term strategy to dominate the affordable electric vehicle market. By simultaneously leveraging LFP, LMR, and NMCA battery technologies, the company aims to offer a diverse range of electric vehicles with varying ranges, prices, and performance levels.
