TM/GM/TSLA - Rumors (unsourced citation from CleanTechnica) that GM cancelled LG plans for last US factory because they are switching from Ultium format to 4680 format. Others have announced plans to use 4640 and 4660 formats. Must be the pressure from TSLA formidable gross margins. Not sure what TM looks like in 5 years if they can be led out of the quagmire left by Toyoda. .
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