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GM Expected to Restart Ohio Ultium Cells Battery Plant to Shape EV Supply

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GM’s Ohio Ultium Cells battery plant had been paused amid weaker US EV demand and changes to purchase incentives that delayed near-term rollout plans. Ultium restart is expected to reshape GM’s EV battery supply and costs, boosting battery control while leaving execution, warranty, and quality risks in view. Investors should watch volumes, unit battery costs, and EV profitability alongside grid and energy-storage ambitions.

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