GM and LG Energy Solution to Commercialize LMR Batteries by 2028

LMR Batteries

LMR Technology Aims to Cut Costs and Extend EV Range

GM and LG Energy Solution (LGES) plan to commercialize lithium manganese-rich (LMR) batteries by 2028, targeting next-generation electric trucks and SUVs. The joint venture, Ultium Cells, will begin LMR cell pre-production in late 2027 and transition to full commercial output in the U.S. in 2028.

The Focus Keyphrase "LMR batteries" is at the center of this strategic shift. These batteries replace expensive cobalt with lower-cost manganese, enabling higher energy density and reduced overall battery cost. GM intends to integrate LMR technology into its high-nickel Ultium platform, aiming for EVs that can exceed 400 miles of driving range.

GM Secures Supply Chain for LMR Battery Rollout

To support LMR battery deployment, GM is building a robust North American supply chain. The automaker has secured an offtake agreement with Lithium Americas for 100% of Phase 1 battery-grade lithium carbonate output from Thacker Pass, a major U.S. lithium project expected to complete construction by late 2027.

In parallel, GM’s focus on domestic sourcing extends to key materials like graphite and manganese, which are critical for LMR cell chemistry. By localizing supply chains, GM aims to enhance production resilience and meet U.S. clean energy standards.

Strategic Shift Reflects EV Industry’s Drive for Cost Efficiency

LMR batteries mark a pivotal innovation in reducing reliance on costly cobalt, often linked to geopolitical and ethical concerns. As automakers face growing pressure to lower EV costs while expanding range, LMR technology offers a scalable and sustainable alternative.

Furthermore, this move supports the Biden administration’s objectives under the Inflation Reduction Act, which incentivizes domestic sourcing of battery materials and EV production.

The Metalnomist Commentary

The commercialization of LMR batteries represents a breakthrough for GM and LGES in balancing cost, range, and supply security. By shifting to manganese-rich chemistries and fortifying local supply chains, GM is positioning itself as a leader in next-generation EV battery innovation — a move that could reshape material demand across the battery metals landscape.