Ultium

The Type S scares me a little bit because based off our conversation with the EV6, I don't know what Acura spec'd that with, but did that come with summer tires?

That one, I don't know the tires off the top of my head, but it has air suspension, which is kind of crazy because it's the only Ultium, that specific Ultium platform EV-

Yeah

... with air suspension.

And they also have a huge us manufacturing footprint.

I remember LG when they had the Ultium batteries with GM, I know they've pivoted a bit to ESS now, but could you help us put LG Energy Solutions in perspective for us? And what does this agreement you signed tell us that another generic lithium offtake would not?

Yeah, I think you hit a number of the key points, but LG Energy Solution is the third largest battery manufacturer in the world.

They are the largest non-Chinese battery manufacturer Last week, well, two weeks ago, they announced the opening of a $2 billion battery manufacturing facility in Lansing, Michigan, demonstrating their commitment to continuing to invest in domestic or U.S. Western supply chains.

But it's interesting.

The Cadillac Escalade EV is a monster, and it's on the Ultium platform, and there's a lot to love about it.

It's fast, it's quiet, it kind of is next generation, super techie, yet it still sells less than the Lexus LX.

Total full-size SUV sales, 139,570, and that's down 6.6%.

Mm-hmm.

But it's still not all the way there, and the Ultium platform is definitely not perfect either, but it has, you know-

A little more refined

... it's Android Automotive.