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It looks like construction on the Ultium Cells JV plant in Lordstown is winding down, and they are now setting up equipment, and preparing for regular production which is scheduled for Q3 2022. When you look at GM's EV rollout schedule its obvious why they are a bit slow, it looks like GM will be battery constrained until late 2022 when Lordstown is ramping up.

"Allen says Ultium currently employs about 100 on its launch team, and work is on track to start regular production during the third quarter of 2022".

 
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