General Motors Co: GM announces next steps for battery capacity

研报英文原文证据摘录

General Motors Co: GM announces next steps for battery capacity

Deutsche Bank

Research

Rating Company Date

Buy General Motors Co 10 June 2026

Company Update

North America

United States

Reuters Bloomberg Exchange Ticker Price at 9 Jun 2026 (USD) 83.76

GM.N GM US NYS GM

Price target 90.00

Consumer

52-week range 86.38 - 48.09

Autos & Auto Technology

GM announces next steps for battery

Valuation & Risks capacity

Edison Yu

Research Analyst

+1-212-250-7263

Yesterday GM hosted its “Empower 2026” media event, which served as a platform

for the company to unveil its strategic vision and make several announcements Winnie Dong

regarding the future of electrification, batteries and energy storage applications.

+1-212-250-5121

Coming on the heels of the recent Ford Energy announcement, GM CPO Sterling

Anderson introduced Energy Pass for streamlined EV charging, advancements in James Mulholland, CFA

bidirectional EV technology for grid integration as well as investments in sodium- Research Associate

ion batteries for grid-scale stationary energy storage. We dig into the details of each +1-212-250-6026

announcement below.

BESS and Sodium-Ion

GM announced it is investing in next-generation sodium-ion battery technology,

partnering with Peak Energy to develop purpose-built cells for grid-scale energy

storage systems (ESS). This move is driven by the increasing demand for electricity

and the need for reliable, affordable power over long periods in stationary

applications. Sodium-ion batteries are compelling due to their potential for lower

costs, greater reliability, and performance across a wider range of temperatures

without requiring active cooling, reducing system complexity and maintenance,

though to date there has been little commercialization of the chemistry and we think