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To me this totally makes sense that for the full-size Pickups / SUVs plus luxury level Cadillac that the pouch with long range would be used and then for economy of scale, you have the Chevrolet / Buick on Cylinder. We know that the first Chevrolet Equinox EV will be on the pouch, but I suspect that they will transition fast to Cylinder for those products. Course all things could change as the other two battery plants come online and costs drop for pouch production. I totally agree that a mix of using both formats make sense based on the segment / price they need to achieve. The GM/LG plants are full capacity will each produce 50 GWh of battery cells, 150 GWH of cells by the end of 2023. Tesla will have 100 GWh of battery cell production in the U.S. by the end of 2023. Mercedes will have 2 plants, Plant 1 producing 9.8 GWh for the current EQ products they have and Plant 2 producing 11.7 GWh for a total of 21.5 GWh at the end of 2023. Ford will have their blue oval campus online by the end of 2023 with two plants, Plant1 producing 43 GWh and Plant2 producing 86 GWh, plus their current plant that will be at 60 GWh for a total of 189 GWh at the end of 2023. BMW will have 2 plants of 20 GWh up and running full production by the end of 2023 in North America, 40 GWh total. Hyundai/Kia have two plants that will be at full production with a total of 20 GWh by the end of 2023. Yet they have committed to the State of Georgia and are moving forward with the building to have 3 more plants online by the end of 2024 producing 90 GWh total or 30 GWh per plant. End result is that GM and Ford are clearly looking to surpass Tesla and as for the European auto companies, they have much work ahead of them if they want to catch up and compete.

Intersesting tier GM will have set-up. Pouch for the upper level, to achieve higher ranges to differentiate with the lower cost EVs on cylinder. And...economies of scale for cylinder production so if and WHEN solid state becomes legit, transition to solid state with cylinder format could be achieved. best of both worlds to not only compete with Tesla, but SURPASS Tesla in monies saved, transition to solid state AND to achieve greater ranges for now as Tesla will be using the cylinder battery. Interesting indeed...

@oldshurst442 I agree with what you posted above. Add onto this that Mary is not only looking long term for EVs, but also hedging her bets to ensure they have current tech in their ICE full size Trucks and SUVs for the next decade plus. FYI to Everyone I posted about this but GM has now in random comments stated they will continue to move forward with the high end of their EV autos being on pouch and the lower cost EVs being on cylinder. They will continue to access all formats for what works best depending on the auto segment. The fact that a couple of startups have proven their tech for Solid-State cells using the cylinder format tends to make sense that it will transfer over sooner to solid-state mass production than pouch. Yet the density of Pouch is clear over Cylinder. So I see a future for both formats in battery production.

Its called a sarcastic post. Read it again, but keep in mind the sarcasm part. It will hopefully make sense to you, as an anti-Mercedes rant, and you could have a chuckle or two about it.

@smk4565 GM has learned a very valuable lesson... Cadillac is NOT phoquing around with their image anymore. You may NOT believe that Cadillac is serious about being legit. fair enough as it took them long enough to stop jerking around... But this time its truly legit. https://www.thedrive.com/news/gm-has-delivered-more-cadillac-lyriqs-in-january-2023-than-in-all-of-2022 This slow trickle of deliveries is not because of a lack of production, to be clear. As GM Authority previously reported, the Detroit automaker actually built 8,195 Lyriqs in 2022. The slow rate of deliveries is because GM allegedly wants to be sure that the vehicles, which were developed much faster than usual, don't have any widespread issues. That's part of the reason why the company ran its "Cadillac Lyriq Ambassador Program," which tracked the behavior of a small number of new buyers to evaluate early builds. This was done with the owners' permission, of course, and they received a discount on their electric vehicle as compensation. The production will be ramped up in 2023. There is a STRONG demand for the Lyriq. The Lyriq has sold out for 2023. Orders now are going to be delivered in 2024. The Jalopnik site says that Cadillac has got 21 000 sure orders but the interest for the vehicle is 250 000. Cadillac wants to convert 10% of that...so 25 000. Like I said...Jalopnik reports that Cadillac has 21 000 FIRM orders. But the Jalopnik article was written in June 2022. Cadillac is ramping up production and Cadillac has NOT specified the amount of production that the Lyriq will actually achieve. Maybe 20 000 untis will be delivered, maybe 200 000. We will have to wait and see what will happen and THIS time next year we will know... https://jalopnik.com/the-2023-cadillac-lyriq-is-sold-out-1849098857#:~:text=If you want to buy,to wait for the 2024.&text=We may earn a commission from links on this page.,-The 2023 Cadillac&text=It's official%2C the 2023 Cadillac,you're out of luck. The company has not revealed how many pre-orders it received for the Lyriq, but Automotive News reports that “about 250,000 people have expressed interest, with 21,000 so-called hot leads.” But 38 000 units sold for the Bolt, a last generation tech EV that has been introduced in 2017 that was deemed as a compliance EV that was too small, too ugly, too shytty to be a competitor to a Tesla is STILL selling in impressive numbers is not bad. Not bad at all.. The Bolt EV and EUV will be discontinued as SOON as the Ultium Chevys come rolling down. Again...not sure if regular people know this, but you and I DO know this because we follow car news. Ill repeat...38 000 units sold for a compliance, old tech EV is just icing on the cake for GM until the Ultium platform kicks in. Which is this year and full on 2024. Remember, GM's plan to cease and desist on ICE does NOT really kick in until 2030... GM got time. OH...you know that GM did announce an 850 million dollar next gen V8 investment. GM has got money to secure another generation of V8 pick-up trucks JUST in case the Ultium platform is not up to the task for pick-up truck duty... YOU read something negative in that... But I read that as GM has got deep coffers right about now and has enough money to NOT shoot themselves in the foot by NOT going all in, in EVs and forgetting that there is a cash cow market in the full sized pick up trucks. And...maybe...even IF the ultium platform COULD do pick-up truck duty, who says that the pick up truck freaks would WANT to buy a full sized EV? The SMART thing to do is to cater to the cash cow V8 pick up truck hillbillies for another generation. ICE vehicles arent banned and arent GOING to be banned in Texas or in Alberta anytime soon...

Given what happened to Chrysler after 1998, why would FORD partner up with Mercedes?

Maybe they could partner up with another OEM again, not quite struggling but emerging from a struggle just a decade before, call it a merger of equals, and...loot all their great engineering ideas and assets and then leave them to rot... Cant do it with Chrysler again because Chrysler belongs to the Stellantis group. Cant do it with GM as GM is a powerhouse. No need for a merger at this point in time. Cant do it with Toyota... Toyota has cash. Lots of it. Toyota's cash wont allow for a powermove like that to happen. If anything, Toyota will be the one using Mercedes as a call girl... Hyundai/KIA is not interested. That leaves Honda and Ford. Honda doesnt have anything of value...but Ford does. Hey...I got it! Maybe Mercedes could partner up with FoMoCo. Their aging G-Wagon could be based off the Bronco. Imagine the Bronco Raptor as a G Wagon!!! Their Sprinter vans could be merged with the Transit line. And...Mercedes could allow for the development of the next Ford GT...Mercedes could scuttle that program, say that American cars suck, cancel the GT program, take that engineering with them, make the next Mercedes SLS off that prgram, take all the Ford F150 future development plans and voila...Mercedes has a legit full sized pick-up truck to sell and have a cash cow for the next 20 years as they did with Chrysler and Jeep with the SUV craze...

Agree with @ccap41 that Ford needs a more diverse product line of EVs, but since they have only given vary vague guidelines and they are way behind GM on building battery plants, I think we will have to wait another year or two to see what they do. @oldshurst442 I agree with you that Mercedes is a strong Engineering company, with that said, I also kind of see them going down the road of Digital Computer. Great Engineer, OK sales and Marketing, terrible style and eventually they are surpassed by Genesis/Hyundai/Kia and end up dying off. Why do I say that about Mercedes? Easy, their CEO of Daimler has his job with a huge gold parachute to bring money into the parent coffins and has done that by following the same plane mediocre CEOs do, break up and sell off a company via stock / new individual companies. Mercedes is already having trouble generating the money needed to R&D EVs and they have turned to the government to supply EV Battery R&D funds due to a lack of secure raw materials. Right now the German brands excluding VW/Porsche/Audi are struggling to build enough batteries, build enough EVs to sell. I just do not see their socialist approach to business is working for them. Interesting times we are in.

GM is forecasting to build 170,000 EV's in 2023 and 285,000 in 2024. Ford says by end of 2023 they will be at a 600,000 per year run rate, so we can assume 2024 they sell that many. Tesla is forecasting 1.8 million EV's this year, obviously will be well over 2 million in 2024. They are still way far ahead.

21,000 Lyrics for a year sounds reasonable for Cadillac volume, Lexus sells like 125,000 RX's a year and that has been the best selling luxury SUV for a while (although the Model Y might beat that now). So I think 250,000 is not realistic considering that would be like 4 times the volume of an X5 or GLE, double the RX, etc. And the luxury SUV market is only so big, especially with rising interest rates and maybe a slowing economy. But let's say Cadillac really did have 250,000 people that want a Lyric, if they can only build 25,000 a year, then 225,000 people are going to another brand to buy their car. That is my issue with GM's EV's. I think the Bolt is the best new car deal in America if you can get federal and state tax breaks and get one for under $20k, how can you beat a new car with warranty for under $20k that also is cheaper on energy/fuel and maintenance than an a ICE car. On dollars, that is the best car deal there is. And The other GM EV's seem to have good value too. The problem is they aren't on dealer lots. I checked the inventory of Audi, BMW and Mercedes dealers near me, all of them have EV's on the lot. You can go to the dealer today and drive home in an EV, none of this order and wait 6 months crap. The only way anyone stops Tesla's crazy momentum is to have these EV's on lots ready to go. And on the production side you have to match their cost, but from the consumer side, the cars have to be available.

GM needs to spend more time building EVs and less money on advertising them. They spend millions of dollars on EV ads every month and they sold like 200 combined Lyriq and Hummers last quarter. I think people see these EV ads and just go buy a Tesla.

Cadillac is sold out for 2024 because they have no capacity. Not because demand is so high. They are selling less than 1 Lyric per day, of course there is a 2 year back log. GM is losing plenty of potential customers because the car isn't available. Businesses don't make money on reservations and orders, they make it on selling cars. Rahal Mercedes has 15 EV's on lot Fletcher Jones Mercedes which is the largest in the nation has 15 on lot They don't need to talk about orders and how many they might sell in 2024, this product is available today to buy. And there aren't many Bolts on the lot, I bet those Chevy dealers average 25 Equinoxes and 50 Silverados in inventory and yet there is 1 Bolt. A Chevy dealer should have like 10-15 Bolts easily and really that's a car that should be selling at Hyundai Elantra levels at least, maybe not Civic/Corolla level due to name recognition and reputation but still an entry level car at a volume brand like Chevy should be doing 150,000 easily. They sold more Cruzes than that and that car was junk.