GM's LMR Battery Breakthrough Could Reshape EV Cost Economics and Stock Valuations
General Motors is set to launch its Lithium Manganese Rich (LMR) battery chemistry in 2028, promising several thousand dollars in cell and pack cost reductions that could fundamentally alter the EV margin equation. The announcement, made during GM's Q4 2025 earnings call, arrives as the automaker posted a 54% total shareholder return for 2025 and guided for $13-15B in adjusted EBIT for 2026. For investors, the battery roadmap represents a longer-dated but potentially transformative catalyst for
ViaNews Editorial Team (Markets)•