[Tom E-Tron]

GM said on the earnings call Lordstown Ultium plant will start production in weeks at a rate of 20% of capacity, then ramp 20% per quarter. So this puts Lordstown at full production in towards the end of 2023, when production will start at Spring Hill, seems like GM is planning a Linear ramp of battery cell production.

20% of Lordstown capacity is 7 gWh annualized, so should be enough for 4000 HummerEV or Lyriq per month production in September- October- November, and ramping to 8000 a month in December January and February, ramping to 12000 per month in March, April, and May.

Other production starts that will impact battery supply

BrightDrop Van 11-2022 CAMI production start
Cruise Origin 12-2022
Hummer SUV 1-2023
SilveradoE 3-2023 WT version
Blazer EV 6-2023

(production start dates are the latest industry estimates based on suppliers)

 

[INgolfer]

Here’s to hoping that chip suppliers can keep up with that and we don’t have thousands of hummers and lyriqs sitting around in storage yards in early 2023

 

[Tom E-Tron]

Here’s to hoping that chip suppliers can keep up with that and we don’t have thousands of hummers and lyriqs sitting around in storage yards in early 2023

Chips are not a problem for EV's EV's are small production, its easy for gm to prioritize them for chip supply