GM’s electric future depends on a new battery — and this facility

Hidden among the architectural landmarks of General Motors’ sprawling Warren Tech Center outside Detroit is a new cornerstone of the automaker’s $900 million bet on its electric future.

The nondescript 500,000-square-foot pair of off-white boxes, which house GM’s new Battery Cell Development Center, might not look like much. But locked inside is the key to GM’s plan to slash the cost of its EVs by nearly 10%.

At a time when some car companies are pulling back on EVs, GM’s new Battery Cell Development Center is part of a reboot. And it’s one that GM told TechCrunch will allow it to bring a new slate of lower-cost batteries to market a year faster than planned.

GM hasn’t been immune to the malaise in the U.S. EV market. Last year, the automaker took a $1.6 billion charge as it reconfigured its EV production capacity, laying off thousands of workers in the process. It has also reportedly shelved, if temporarily, a refresh of its full-size EV trucks and SUVs.

To get its EV strategy back on track, Kurt Kelty, vice president of battery and sustainability at GM, is pinning the company’s success on a new battery chemistry known as LMR. Kelty, who previously led battery technology at Tesla, has made it his signature product in the two years he’s been with the company.

“That is really going to be our bread and butter,” Kelty told TechCrunch. “That is going to be our main product line.”

GM’s halting rollout of EVs has mirrored the wider battery industry in the U.S., which over the last couple of decades has developed in fits and starts. Early startups haven’t lived up to their promise, and more recently, intense competition from Chinese companies has pushed automakers and battery manufacturers to rethink the plans they made five years ago.

At GM, that pressure led to the shortened life of Ultium, the branded battery platform that underpins its current EVs. Like much of the industry, the automaker had bet heavily on a pricey yet powerful battery chemistry known as NMC (nickel-manganese-cobalt). Rising materials costs and China’s dominance of key critical minerals have kept EV prices higher than expected. NMC won’t disappear, but at GM, it’ll be restricted to GM’s high-end vehicles.

In its place, GM has been developing LMR (lithium-manganese-rich), which it says is almost as energy dense as NMC but at a cost that’s comparable to cheaper chemistries like LFP (lithium-iron-phosphate) that power low-end models like the Chevrolet Bolt.

When GM introduced LMR last year, it said that, in a truck like the Chevrolet Silverado EV, the new chemistry should preserve mo