26 June 2025 Global Energy Storage Global Energy Storage: Key takeaways from our battery value chain conference Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com Over the past 6 weeks we held a series of webinars with executives from leading companies across the battery value chain to explore the opportunities and risks facing the industry. Below are our key takeaways. China ...

11 June 2025 Global Energy Storage Global Energy Storage: Is LMR the LFP killer? Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com Lithium-Manganese-Rich (LMR) battery technology is being touted as having the potential to disrupt the LFP market. Over the past 5 years, Chinese companies have disrupted the NMC market, with LFP which has gained huge popularity, particularly in ...

General Motors (GM) is setting the stage for a big leap in EV battery innovation. The company just revealed plans for a new lithium manganese-rich (LMR) battery technology that could dramatically lower costs and boost the performance of its largest electric vehicles (EVs). If all goes according to plan, GM could become the first automaker to bring LMR prismatic battery cells to market — a move targeted for 2028.These new batteries are designed for GM’s full-size electric trucks and SUVs like the Chevrolet S ...