Autos & EVs • • 3 min read

GM Ultium Second-Generation Battery Pack Cuts Cobalt Use by 70% and Drops Module Costs

General Motors unveils Gen-2 Ultium cell designs incorporating nickel-manganese-cobalt-aluminum (NMCA) chemistry, reducing cell-level manufacturing cost below $78/kWh.

Claire Donovan
Claire Donovan
Senior Mobile & SaaS Applications Editor
GM Ultium Second-Generation Battery Pack Cuts Cobalt Use by 70% and Drops Module Costs
GM Ultium Second-Generation Battery Pack Cuts Cobalt Use by 70% and Drops Module Costs — Editorial Visual / Silicon Dispatch US
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General Motors unveils Gen-2 Ultium cell designs incorporating nickel-manganese-cobalt-aluminum (NMCA) chemistry, reducing cell-level manufacturing cost below $78/kWh.

Supply Chain Shift: GM’s second-generation Ultium platform adopts high-nickel pouch cells manufactured at its Lordstown and Spring Hill joint-venture plants, lowering pack mass by 14% and significantly mitigating raw material exposure.

Wireless Battery Management System (wBMS)

By eliminating 90% of the internal signal wiring harnesses through high-frequency RF monitoring chips on each module, GM increases volumetric packing efficiency and simplifies end-of-life battery recycling.

Fleet Deployment Across Cadillac and Chevrolet

The revised pack architecture will serve as the standard platform across the 2026 Chevrolet Equinox EV, Blazer EV, and Cadillac Optiq crossovers.

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