NeutralLOW severityTech & AI4h ago

GM plans U.S. battery development as Trump's DOT attacks Ford for China ties

Reported by CNBC · cnbc.com ·

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Most battery cells currently rely on raw materials from China. GM is seeking to establish domestic supply chains both for EVs and energy storage.

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What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.

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