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Everything to-date has been pointing to SES's "Apollo" lithium-metal hybrid electrode pouch cell as the foundation of the "Gen 2" Ultium cell. The pouch cell shape and size the SES CEO hold up in the video below matches the Ultium cell form-factor. If SES's claims for volumetric and gravimetric energy density improvements are true, along with the related cost efficiencies, this would not just make EV's more "profitable", but also marketable/affordable at a next-level that could finally sway the mainstream public to realize EVs are really an idea who's time has come. And GM would be at the forefront of that wave...music to investors' ears.

Can't wait for the Investors' Day reports flowing out in two days!

SES Apollo cell video
 
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