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GM Recasts EVs and Batteries as a Distributed Utility

The company is tying bidirectional cars, new stationary sodium‑ion cells, and one charging app to utility programs to help ease rising grid demand from AI data centers.

Overview

  • GM announced on Tuesday a firmware update that lets owners of its vehicle‑to‑home systems send power back to the electric grid, turning eligible cars into vehicle‑to‑grid resources without new hardware.
  • The automaker launched Energy Pass, a feature inside its myChevrolet, myCadillac, and myGMC apps that lets drivers find, start, and pay for charging across multiple third‑party networks including Tesla Superchargers.
  • GM said it has formed a strategic partnership with Peak Energy to develop sodium‑ion cells for grid storage, with trial production targeted at its Battery Cell Development Center in 2028 and exclusive manufacturing rights retained by GM.
  • The company is running utility pilots to test aggregation and program design, including a 30‑home DTE Energy stress test in Michigan and a PG&E plan to enroll 52,000 local GM EVs for grid balancing by 2030, while stressing that wider rollout requires utility cooperation and regulatory changes.
  • GM is also expanding second‑life and stationary deployments with Redwood Materials, buying a 7.2 MWh system for a Michigan plant and sending roughly 10,000 used packs into a repurposing pipeline as it pushes to monetize battery capacity as grid demand grows.