Interesting. I admit, I have been conflating the two, assuming that BEV3 <=> Ultium.That's fair, but keep in mind that the Ultium batteries are actually cheaper to produce than the Bolt EV's battery pack, and they are not exclusive to the BEV3 platform (i.e., they can be used in an EV built on the BEV2 platform).
So, in your opinion, do you think that the 2022 Bolt EV refresh will use Ultium batteries? I suspect whatever they go with will be the path for a few years. GM, unlike Tesla, commits to a platform for a few years at a time with minimal changes.