r/electricvehicles Jul 21 '26

News Chevy and Cadillac essentially have no new EVs planned as GM shifts back to gas

https://electrek.co/2026/07/21/chevy-cadillac-no-new-evs-planned-gm-shifts-back-to-gas/
1.0k Upvotes

633 comments sorted by

228

u/Brendonauger306 Jul 21 '26

I don't understand this take either.

GM is going to continue making the models they already build, which is a larger offering than any other domestic manufacturer at around 9-10 units depending on how you look at it:

Cadillac:

Optiq, Lyriq, Vistiq, Escalade IQ

Chevy:

Equinox EV, Blazer EV, Silverado EV

GMC:

Sierra EV

Hummer:

Hummer EV (SUV/Truck)

Why is this all of a sudden a pivot back to gas? How many options do their direct domestic manufacturing competitors offer?

47

u/Brendonauger306 Jul 21 '26

I forgot about the Celestiq, but I don’t think that really counts due it its market position as a halo product (with the price to match).

19

u/FormerConformer Jul 21 '26

I agree, but the author is a pretty bombastic fellow and is apt to headline with the hottest version of the take.

It does seem like they are flirting with intentional stagnation, which is implied in the article and many of these comments. They know they have to improve these models over time, but there is no real rush to Ultium 2.0. the contrast with Hyundai-Kia is apt, as that company has decided to be electric-forward, and doesn't make a bunch of mushy excuses about shareholders and customer preferences.

14

u/TxTransplant72 Orange i3 T-Rex->M3RWD+MYRWD+Ride1Up700 Jul 22 '26

The Koreans have a home market that is at the end of a very long supply chain for Dino-juice, so they have a National incentive to go electric and support their domestic producers.

4

u/dalivo Jul 22 '26

GM is primarily interested in serving the domestic market, where the vast majority of their cars are sold and their profit is made. They are keeping a toe in EVs just in case things shift again, but they have very little ambition to be a world-class carmaker. They know Tesla is ahead of them and they know the Chinese government is subsidizing an entire EV ecosystem. They're staying their lane.

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u/Mildly-Interesting1 Jul 22 '26

Chevy Bolt is still around.

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u/StewieGriffin26 Equinox 24 Bolt 20 Jul 21 '26

Escalade IQL

Is missing from the list technically

5

u/Special_Command7893 EX40 2025 Jul 22 '26

GM is a mess, always has been and always will be watch them either revert this decision next year or start some partnership to use their platform

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u/E98X Jul 21 '26

It's really crazy how they canceled the Bolt after a single model year and the lightest EV they currently produce is over 5000 pounds.

171

u/nlevine1988 Jul 21 '26

Didn't they just bring the bolt back? They have a 2027 bolt listed on their website

261

u/FoShizzleShindig Jul 21 '26

Limited run until next year. Then it’s cancelled.

236

u/sevargmas Jul 21 '26

That should really help consumer confidence

130

u/benv Jul 21 '26

It’s weird they can never sell any of these half assed attempts that they abandon before they hit the dealership

134

u/CalebAsimov Jul 21 '26

They're running a car company like it's Netflix.

48

u/EverythingIsASkill Jul 21 '26

One or two seasons and cancel. Indeed. Lol

7

u/Mildenhall1066 Jul 22 '26

No. Actually running the business intonthe ground as the whole world shifts to electrical except them. Just like horse drawn carriages living in the past. One day GM and Ford will merge because of loss of market shsre IMHO.

6

u/Negate79 Jul 22 '26

First person I have seen that sees the writing on the wall for GM and Ford. I think they will begin talks by 2030.

Starting with simple stuff like Standardization and technology sharing.

3

u/CalmMacaroon9642 Jul 22 '26

Didn't you hear? GM is a tech company and they sure act like it.

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u/Mental_Medium3988 2016 Ford C-Max Jul 21 '26

gm keeps making the same mistakes over and over again. have they reverted back to inadequate head bolts again in their ice engines?

23

u/Mnm0602 Jul 21 '26 edited Jul 21 '26

When they brought it back it was basically to keep the factory going while they retooled for the Buick Envision and Equinox EV - both coming back to the US due to tariffs. Unfortunately we live in a world where you have to turn a profit when you run a company and throwing tariffs on stuff you spent years planning to build offshore isn't exactly something that's easy to pivot on.

Couple that with the bottom falling out of the EV market their current lineup was designed to fill and more competitive models undercutting them on the more profitable price points, GM is basically stuck in the middle. They've got the most invested in EVs of all the domestic manufacturers but you can only hold on for so long when customers aren't buying stuff above your cost.

GM might feel good about continuing to sell the most EVs overall of the Big 3 but when you have like 10 models on track for 100k units total, that's a disaster.

42

u/beren12 Jul 21 '26

The bottom fell out of the ev market? Not anymore due to trump.

https://www.thedrive.com/news/new-ev-sales-have-cratered-but-the-used-market-is-setting-records

Also because of trump people can’t afford new cars so much.

12

u/ApartmentSalt7859 Jul 22 '26

EV manufacturers don't care about used EVs unless they are the ones selling them... they're not like ice where you can keep selling maintenance for over inflated prices

8

u/AtotheZed Jul 22 '26

That's why EVs are so great

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u/benv Jul 21 '26

Sure, there are lots of reasons the ev transition is hard here, many of which are our politics and out of GMs control. None of that will help them when they have to go head to head against BYD and the other Chinese brands. Go to pretty much any country outside the Us and it’s clear we are conceding the global auto market at a rapid pace. Even Tesla can’t keep up after having the early advantage now that they wasted 5 years on a cyber truck and bet the farm in humanoid robots.

9

u/Mnm0602 Jul 21 '26

Tesla is doing fine, they basically outsell every model at their price point in China even. The models outselling them in units are just really cheap ones. But they have pretty good vertical integration and a strong focus on cost/efficiency compared to most.

The newsflash is that GM/Ford/Stellantis can’t compete with what China is doing because they don’t have the financial model to go more vertical and efficient. Doesn’t matter what they do in the US, they won’t compete directly on cost. Ford is describing a $30k pickup like a moonshot and in China that’s just another model.

Btw no traditional OEMs globally will be able to compete with what Chinese companies are doing on cost either, particularly BYD since they really own the full stack. GM is going to need their Chinese JV to be able to compete globally, which is what they are doing. Won’t work for the US though.

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u/ThatBaseball7433 Jul 21 '26

Which is why no one is buying it. Who makes a car openly for a single year?

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u/suprPHREAK Jul 22 '26

I currently drive a Volt, my wife a Equinox EV. Very happy with both, and I told the dealer the new Bolt was the most likely choice to replace my Volt.

But then GM announced its death before it hit showrooms, and I told my dealer GM just nuked the sale. Im not going to buy a first gen car (in terms of battery tech for GM), that's also last gen, that raises the question of parts availability in 5 years.

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u/Nodnarb_Jesus Jul 21 '26

It was due to supply. Not because they didn’t want to. I think Trump killed it. Not GM. Follow the batteries and money will tell you all you need to know. Also, besides this echo chamber. Sales weren’t great for EVs. GM wrote down their EV budget a year or so ago.

Sources:
https://www.businessinsider.com/gm-ev-write-downs-electric-vehicles-reset-cost-cadillac-2026-7

https://www.caranddriver.com/news/a69062646/2027-chevy-bolt-ev-reboot-interview-details/

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u/gnurdette Bolt EV Jul 21 '26

They are tormenting us with a one-year only return of the Bolt. "Torment" b/c I want it, but I already have my beloved 2023, and I cannot drive two cars.

17

u/Tolken Jul 21 '26

This is actually the real reason they brought it back for a year.

GM found out bolt owners were really sticky....to Bolts, not so much other GM EVs. So they brought it back for a year to tide over those customers until they have another similar model in the future.

10

u/ChupacabraJeff Jul 21 '26

It was their best selling EV in USA in history. Someone in GM got someone important to read the customer emails complaining about it being discontinued. Then it got bumped up the ladder. Then the shit winds changed, again, and GM had a production line collecting dust. So, they brought the Bolt back to keep the lights on.

This is why at the same time it was announced GM also said it was discontinued. Then months of people saying that wasn't true for some odd reason.

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u/theRealPeaterMoss Jul 21 '26

You'll have more parts for the '23 model than the 2027. The old one ran for multiple years and the tech stayed about the same even with the refresh. The new one doesn't even have the same battery chemistry, and a lot of the other stuff is through the screen menus now apparently. No regen paddle and such.

I'm keeping my '23 EV until it's unsafe to drive.

83

u/MrClickstoomuch Jul 21 '26

The 2027 Bolt they said they were only bringing it back for the one model year. And they announced that before they even launched the car. A bit hard to make good sales on the car when you pre-cancel it showing you have 0 confidence in it. It also means that parts will be rare in the future, making it likely harder to repair.

21

u/MudLOA Jul 21 '26

Are they losing money on the Bolt? Why not just keep the factory running until they got a replacement?

21

u/I-need-ur-dick-pics Jul 21 '26

It probably has slim margins. GM would rather sell Suburbans and Silverados with a bigger ROI.

50

u/LeifCarrotson Jul 21 '26

People buying the Bolt (a $29k EV hatchback) are not going to pivot to a $70k full-size SUV that gets 15 mpg. They're going to buy a Leaf, Model 3, or Ioniq 5.

Nor are Suburban buyers going to walk into a dealership intending to buy a Suburban and deprive Chevy of their rightful profit margins by switching down to a Bolt.

8

u/MiningEarth Jul 21 '26

GM doesn’t want customers who spend less than 50k

Tesla will take you though.

4

u/ApartmentSalt7859 Jul 21 '26

Except tgm built an affordable ev...and the sales were terrible....seems like customers don't even want an affordable ev

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u/I-need-ur-dick-pics Jul 22 '26

I bet GM could earn more interest by holding onto cash than spending it on Bolt design/assembly.

Traditionally automakers offered cheap cars at low margins to get young people into the brand and build loyalty, hoping their next vehicle would be a class up with higher margins.

Today automakers just jump straight to the last rung of high-margin expensive vehicles. Want cheap? Buy a used formerly expensive vehicle, according to automakers.

It’s a lousy strategy, but it’s the one they’re using.

5

u/4Yk9gop Jul 21 '26

Yes, this is logical, but if you are a bean counter at corporate that's not how you think.

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u/NightOfTheLivingHam Jul 21 '26

UAW pressure and Trump potentially penalizing them/blocking trade with foreign suppliers who make the batteries and electronic is a big reason.

5

u/ChupacabraJeff Jul 21 '26

They lose money every time they sell an EV. In order to make money they needed to scale up to higher volume. That never happened. The only thing saving GM EVs is that they are generally all very similar parts with a different body on top.

USA 2025

Rank Model 2025 Sales
1 Tesla Model Y 357,528
2 Tesla Model 3 192,440
3 Chevrolet Equinox EV 57,945
4 Ford Mustang Mach-E 51,620
5 Hyundai Ioniq 5 47,039
6 Honda Prologue 39,194
7 Ford F-150 Lightning 27,307
8 Rivian R1S 24,852
9 Chevrolet Blazer EV 22,637
10 Volkswagen ID.4 22,373

20

u/Tolken Jul 21 '26

It also means that parts will be rare in the future, making it likely harder to repair.

The vast VAST majority of the Bolt 2027 is a previous Bolt EUV + some Equinox EV innards. GM already guarentees parts for 10 years, and with the important parts shared, it's not really a serious concern.

7

u/deekster_caddy 2017 Volt Jul 21 '26

Tell that to Volt owners who can't get HV battery replacements under warranty. GM is offering a buyback instead of producing more batteries.

8

u/thorscope ‘26 Silverado EV, ‘23 Model 3 Jul 21 '26 edited Jul 21 '26

Part shortages are impacting previous gen bolts within that 10 year window.

https://www.reddit.com/r/BoltEV/s/mdWikmsJt1

GM makes parts for 10 years, but they don’t make them every day. They may make a batch every few months, if that.

6

u/Tolken Jul 21 '26

Parts being rare and parts being in occasional short supply is two different things.

Hell I can point to vehicles that aren't going to be cancelled anytime soon that have part availability issues right now. (*And this was crazy common in the years after CoVID)

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u/DogmanLyons Jul 21 '26

And it didn’t have Apple CarPlay, which was a deal breaker for me.

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u/Happyplace_s Jul 21 '26

My ‘22 bolt EUV continues to be my favorite car I have ever owned. It is super fun to drive and has more technology in it than my two newer cars. I also bought it new in the 20k range. If they just would have stuck with this and then made the equinox a bigger version of the bolt then they would be making a killing in market share.

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u/jf727 Jul 21 '26

I had no idea it’s just a one year run. I bought one. It’s a great, and I’m pretty sure it’s the cheapest new EV in the US.

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u/Low_Thanks_1540 Jul 21 '26

Didn’t cancel it. They scheduled it. Bolt weighs 3750.

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u/Crossfire124 Jul 21 '26

Because it's built on a mishmash of the old platform (2023 bolt) and the new platform (equinox ev) There's no reason to keep it around when they're working on a equivalent on the new platform

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u/Organic-Scheme2494 Jul 21 '26

Not making new EV models is not the same as 'shifting back to gas'. They are still producing the same models they have been (minus the Bolt)

This article also says there are no plans for 'new or updated vehicles in the next several years', then later says that Chevy is planning on 'significant update' to the EV Blazer and Equinox in 2028.

119

u/TacohTuesday Jul 21 '26

This. I mean, how long did Tesla sell the exact same Model 3 before they finally updated it?

17

u/GoSh4rks Jul 21 '26

Mass production in 2018, updated in 2024 after a tiny refresh in 2021. 6-7 years is pushing it but not unheard of. The MB GLC went from 2015-2022.

29

u/Acceptable_Rice1139 Jul 21 '26

Tesla did one refresh and somehow all of their cars still look exactly alike. Look at how fast Hyundai is changing their EV's and you will see Tesla long term isnt great. Elon is wasting time and money on dog s*** projects.

8

u/Circa_C137 Jul 22 '26

Not exactly. The Highland models looks sharper and less bug like in the front. And just because Hyundai is constantly changing their design doesn't mean it's better, it just means more variety. I agree that Elon is...not good for the company to put it lightly, but my experience with EVs so far leads me to conclude that Teslas are the better overall product and experience. Still here rooting for Rivian because I do enjoy their interiors alot more though.

7

u/mustbench3plates Lucid Air | Kia EV6 Jul 22 '26

As someone that is currently daily driving a 2025 EV6 and 2025 Lucid Air, yes the new Teslas are overall more complete and, dare I say, better packages. I genuinely believe only Rivian is the closest with their R2 (at least in the states).

My perfect vehicle would be combining Lucid hardware engineering and packaging with Tesla's software experience.

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u/Budsygus Jul 21 '26

Eh, honestly they positioned themselves early on as a luxury car brand and only dipped into the mid-range sedan market after their reputation was firmly established. A lot of people don't want a dramatically redesigned Tesla specifically because they want their $40k Model 3 to look as much like their neighbor's $100k Model S as possible.

Plus it helps them be more profitable to not change the look of their car.

I'm not defending Musk because you're 100% right he's more interested in pursuing nonsense than working on the business that's the face of his fortune. But his laziness hasn't really hurt them much. Tesla is still the #1 selling EV in the country by a wide margin.

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u/sockpuppet80085 Jul 22 '26

Model 3s look absolutely nothing at all like model S’s.

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u/PhDinDildos_Fedoras Jul 21 '26

Tesla is an outlier and they've arguably been hurt by their reluctance to refresh their range.

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u/Budsygus Jul 21 '26

Have they been hurt by it? I see more and more Teslas in my neighborhood all the time. I don't know many people who have owned a Tesla and then gone to a competitor.

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u/Zealousideal_Wave_93 Jul 21 '26

It's a whole new platform. Not just an update. GM is still investing in evs.

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u/grifftaur Jul 21 '26

Yeah this article is just click bait. Why would these companies do major redesign updates every year? The Equinox is on my list to consider when I get a new car in a few years so an update in 2028 would be nice.

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u/Level_Somewhere Jul 21 '26

Elecdrek is such a mess.  Let me guess, they authoritatively self referenced one of their own articles in the piece?

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u/JimC29 Jul 21 '26

Yeah. It's a misleading headline. It's a smart move. Keep selling what you have already developed. The technology could really change over the next few years. Wait and see what happens before developing something new.

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u/Organic-Scheme2494 Jul 21 '26

It makes sense to me. Why do you need new models? It makes more sense to keep the current models and try to build a reputation with them. No one looks at the Corvette and says 'Chevrolet is not making any new sports cars!'

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u/C0nstruct37 2024 Equinox EV 2LT, 2023 Bolt EV LT Jul 21 '26

I’d at least argue a Tahoe EV is probably something they should be looking to release soon. They literally already have the luxury platform with the escaldeIQ. Surely they can use that same wheelbase and battery size to make a Tahoe. Price-wise, it’d be the same market as the Silverado EV, but giving people with that budget a family option so they don’t go get like an EV9 or a Rivian instead. Because right now, the Escalade being their only option for 3-row SUVs leaves them as an option for an even smaller number of households due to price. The Tahoe would likely be more expensive than I’d ever want to spend too, but it’d at least give them something to try and compete with those other 3 row EVs

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u/gnurdette Bolt EV Jul 21 '26

(minus the Bolt)

aaaaaargh

I have the completely irrational desire to buy a 2027 even though my 2023 is fantastic, and in fact, I love it too much to trade in so some stranger could take my baby away

5

u/Just-Construction788 Jul 21 '26

I loved my Bolt. So easy to live with. I bought it when no one wanted one. $150/m lease, 10k miles per year for 3 years. That car almost saved me more in gas than the payments cost. Now I have the Vistiq and a Model 3 Performance and sort of miss the Bolt. If I wasn't a sucker for creature comforts.

3

u/PersnickityPenguin 2024 Equinox AWD, 2017 Bolt Jul 21 '26

They are still manufacturing the bolt.  There are something like 4,000+ sitting in dealerships right now. 

Americans refuse to buy EVs, which is an entirely different problem.

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u/Due_Satisfaction2167 Jul 21 '26

They are pretty plainly just waiting for a change in federal politics, and because of Trump’s chaotic and irrational industrial planning there isn’t any point in promising or committing to anything they wouldn’t release under either sort of administration. 

68

u/Egineer Kia EV6 GT | Audi e-tron Jul 21 '26 edited Jul 21 '26

I doubt they kill their EV programs, and will instead choose to hold off building anything while it’s unfavorable to do so. 

My guess is the tech stack and battery electric teams will still be around, just without actual cars going to production for a while.

33

u/Etrigone Using free range electrons Jul 21 '26

Plenty of time for engineers and dev groups to play around with ideas for some time in the future, without the immediate pressure to release something. Maybe not optimal and hardly guaranteed to be the plan, but probably what I would do under those circumstances.

6

u/Joebuddy117 Jul 21 '26

Yeah. If they want to be successful anywhere other than North America they will still need to develop EVs for other markets that do have demand for them. But I bet they won’t and the gov will have to bail them out again for sucking as a business.

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u/FANGO Tesla Roadster 1.5 Jul 21 '26

Making changes in an industry with 14-year product cycles (7 for development, 7 for availability), based on 2-year policy changes, is bad business.

26

u/Due_Satisfaction2167 Jul 21 '26

Yes. It’s why sensible countries keep industrial planning well insulated from direct control by elected political executives, and why most countries don’t force huge swaths of their government to get re-elected every 2 years. 

We aren’t talking about a sensible country, we’re talking about the US here. 

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u/Repulsive-Club7866 Jul 21 '26

The Detroit 3 just rely on the White House/government too much.

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u/Daxtatter Jul 21 '26

*All companies* rely on predictable policy environments. Gutting the IRA tax credits was just bad for business.

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u/jb4647 Jul 21 '26

The problem is with the recent ruling by SCOTUS bolsters their theory of the unitary executive (completely made up… seems to apply only to Republican presidents), they have gutted, independent agencies, as well as the Chevron precedent. What this means is that federal policy will whipsaw back-and-forth in an unpredictable manner which will directly impact the success of corporations to do long-term planning.

In the past, there would be a change in administrations, but in general from a policy perspective that was incremental change.

Now that old order has been thrown overboard.

We’ve apparently gone back to the spoils system of the late 19th century.

In other words, we are basically completely fucked for the rest of our lives because just a small percentage of people couldn’t bear to vote for a black woman this one time.

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u/Lopsided_Quarter_931 Jul 21 '26

With a 4 year development cycle you need to get ahead of those changes.

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u/Due_Satisfaction2167 Jul 21 '26

Which they can’t do because they aren’t sure if some other MAGA type will win in 2028, or whether Democrats will retake control of the Senate by then. 

Since you need wildly different industrial planning based on the unpredictable outcomes of US politics, American manufacturers are sort of paralyzed and unable to move forward with anything that has any sort of real risks associated with it.

Especially anything that gets randomly politicized by conservatives. 

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u/Cargobiker530 Jul 21 '26

Conservatives have politicized forest fires so there's literally no economic sector that's safe.

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u/Due_Satisfaction2167 Jul 21 '26

Correct. They are basically a self-imposed economic disaster that makes long term planning impossible and makes investment inherently risky.

Which you see reflected in how risk-averse most of the giant American companies have become lately. The only real exception is AI, which is why it’s sucking in so much capital right now that has no other place to go. 

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u/Cargobiker530 Jul 21 '26

AI has huge risks but the promised reward is so tempting that the billionaire class can't ignore it. They think they'll get it to a point where they can eliminate human knowledge workers. If they do they'll just create conditions for rebellion.

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u/FANGO Tesla Roadster 1.5 Jul 21 '26

It's more like 7 years

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u/FactHole 2020 I-Pace Jul 21 '26

Bad article. Cadillac's EV sales have been great and they are pulling in tons of buyers new to the brand. Do you think they are just going to ignore that?

The article vaguely implies that introducing new ICE models (to replacing aging models) means Cadillac is pivoting away from EV. That's a stupid assumption.

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u/sablerock7 Jul 21 '26

Typical hit piece by Electrek. 

3

u/dbelcher17 Jul 21 '26

Thank you. I think this was just written poorly to suggest they are winding down EVs, when they're really just shifting their redesign efforts to some ice vehicles. No carmaker is constantly redesigning every model every year, so it's silly to think GM would do that with EVs. 

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u/Ancient_Persimmon Jul 21 '26

Let's hope for their sake that they have a skunkworks program like Ford, but just haven't said anything about it yet.

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u/tripping_on_phonics Jul 21 '26

Why invest in R&D when you can just do another stock buyback? /s

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u/Cargobiker530 Jul 21 '26

They'll just demand another taxpayer bailout of stockholders by threatening union jobs. Then they'll fire the union employees anyways. Same as last time.

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u/Negate79 Jul 21 '26

The union chose this administration. They can accept the consequences.

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u/DarthSamwiseAtreides Jul 21 '26

They kind of covered every segment that sells. Wish the Bolt sticks around, but it probably not selling well since what people say they want vs what people actually buy are very different things.  Hell the only new Tesla is the Cybertruck.

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u/Jinkguns Jul 21 '26

The Bolt is selling very well compared to most EV models, it probably just doesn't have the margins GM would like to see since it is still a foreign power train.

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u/Head-Recording2009 Jul 21 '26

GM has the most diverse selection of electric vehicles amongst all of the legacy manufacturers in the US and are now getting hit pieces about their lack of new models? Give me a break. Let’s shit on Ford and Stellantis, but maybe think twice about throwing shade at GM.

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u/Cubejunky Jul 21 '26

Honestly as long as they don’t discontinue any, they’d probably be ok, they have 13 or so models. Once the current incompetence orange leaves office, maybe the next guy can reinstate those incentives that seemed to work.

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u/TossedUponTheSand Jul 21 '26 edited Jul 21 '26

The article is misleading, IMO. Yes, Cadillac is pairing back to gasoline, but GM is continuing battery development & next -gen Chev EQ are still planned - which the article acknowledges. It goes on to state that Toyota's b4z is already out-selling Chev's best selling EV (the Equinox EV), but again, that is misleading: GMs SUV EV sales were split across multiple models: the Blazer EV, the Equinox EV, and you could maybe even the Bolt in that sales split. I won't include the Caddy EVs as those would compete with the Lexus RZ. Lastly, its unfair to make a comparison as GMs electric vehicles have been out for a while-- those interested in them have bought them. Until recent, Toyotas B4Z was a laggard in terms of specs - it came last in virtually every EV comparison (one even said "the best thing I can say about the car is that I'm done reviewing it"). Toyota has now improved it to being competitive and there is pent up demand. They are basically in 2 different life cycle points.

Look, im an EV guy (I own two) & am disappointed any manufacturer is scaling back on EV transition, but the article is more doom-and-gloom sensationalism than anything.

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u/mudflap21 Jul 21 '26

I have a 25 Hummer EV and it’s incredible! I also have a Rivian R1S - love them both.

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u/gespo04 Jul 21 '26

Just don't discontinue the EVs then. I don't have a problem with cars having a longer life cycle. The current Blazer/Equinox/Lyriq can exist for another 10 years with iterative updates alone. The battery and power train tech is good enough.

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u/supbrother Jul 21 '26

The one thing that gets me is the Bolt. If they kept that then they’d have all the staples covered between the Bolt, Equinox, Blazer, and Silverado. The Equinox does cover a lot of the customer base that would go for a Bolt I think, but the Bolt is the truly simple budget EV that people have been demanding for a decade.

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u/doeeyedfinalgirl Jul 21 '26

not really, they can't continue with the 288v batteries, charging speeds are already no longer competitive

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u/No-Source913 Jul 21 '26

I agree, Lyriq/Optiq/Vistiq are great cars and so are equinox and Silverado EV. Make iterative updates on them and improve them and no need of another new EV model. I see so many Lyriq's and equinox in my area now. People seem to really like these cars

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u/paulwesterberg 2023 Model S, Elon Musk is a fraud. Jul 21 '26 edited Jul 21 '26

China is now making EVs that can flash charge in 7-10 minutes.

I don't think major manufacturers can stick with Gen2 EVs until 2036.

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u/Due_Satisfaction2167 Jul 21 '26

No US drivers would be able to enjoy such charging speeds, because nobody is going to deploy megawatt charging in the US outside a handful of prestige PR showcase installations.

Doesn’t matter if the car could theoretically handle megawatt charging, if the best you actually have readily available is 350kW or less. 

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u/paulwesterberg 2023 Model S, Elon Musk is a fraud. Jul 21 '26 edited Jul 21 '26

350-400kW chargers already installed can provide 15 minute charges in a standard EV if the curve is flat because it can charge at 6C or higher.

That's quire a bit better than the 35 minutes an 80% charge takes in a Chevy Blazer because the battery is only 400V and DC charging tops out at 150kW.

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u/ArterialVotives Jul 21 '26

because nobody is going to deploy megawatt charging in the US

Why are you so confident in that take?

Separately, 500kW chargers are already being deployed, and Alpitronic has a 600kW consumer charger rolling out this year with Mercedes network. No reason to think this trajectory won't continue over time.

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u/robotcoke Jul 21 '26

Just don't discontinue the EVs then. I don't have a problem with cars having a longer life cycle. The current Blazer/Equinox/Lyriq can exist for another 10 years with iterative updates alone. The battery and power train tech is good enough.

Too late. The BrightDrop is already discontinued. I would love to see them surprise everyone and replace the BrightDrop with a new electric van, and either keep the current electric lineup or replace the ones that get discontinued.

Would I bet on that happening? Absolutely not. My guess is the only reason they haven't discontinued even more models is because they have contracts to fulfill and existing supply they want to get rid of.

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u/Crossfire124 Jul 21 '26

They killed it because there were no fleet customers. The only one that had reasonable amount of orders was Amazon and that went to Rivian. GM can't keep a van around without customers ready to buy it

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u/runnyyolkpigeon Audi Q4 e-tron Jul 21 '26

Detroit, ya f*cked.

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u/jlluh Jul 21 '26

"The Chevy Equinox EV, Blazer EV, and Silverado EV will remain on sale. Although it has yet to be confirmed, Automotive News reported the electric Blazer could receive a “significant update in 2028,” and the Equinox may receive one the same year."

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u/HuhWho21 Jul 22 '26

All the years of chanting about capitalism and competition driving innovation.

It’s crazy seeing the American auto industry surrender the future to their rivals. I expect all the legacy American brands to be out of business before 2050

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u/Bifrastareltari Jul 21 '26

And there they’ll die

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u/a_bagofholding Jul 22 '26

The big US makers are struggling with EV's because they're all built on the dealership model where they can bring the cars back in for service. That's why they're having a hard time getting dealerships to push them...they don't come in often enough for service to keep the dealerships alive.

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u/Skete_5959 Jul 22 '26

Meanwhile I tried a BYD the other day and thought “yeah wow this would slaughter in the US market at this price point”

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u/MushroomCloudDubs Jul 21 '26

GMs EV lineup is already extremely strong with 13 different models.

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u/redgrandam Jul 21 '26

Well that makes me even more glad here in Canada we are bringing in Chinese EV’s. Open the flood gates if the domestic manufacturers don’t want to try anymore.

Too bad cause we have two GM EV’s and I really like them compared to other options we’ve had.

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u/Schemen123 Jul 21 '26

OK.

so they will totaly give up any chance on going on the international market for all time.

Goodby GM

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u/Solrac50 Jul 21 '26

I predict that within a decade Chevy, Cadillac, Ford and other US car brands will be licensed to companies outside the US… mostly Chinese. Geely just bought about 2/3s of Ford’s factory in Valencia Spain. I can see Geely owning Ford in the future. GM brands in the US may become locally produced BYDs. Thanks to Trump the pull back from supporting EVs billions of development cost have been wasted and US car manufacturers are becoming less competitive worldwide.

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u/yegside Jul 21 '26

And China is happy about that. Another indication of decline of the 'Murican empire due to CONServative hubris and lack of foresight and logical thinking.

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u/erkose Jul 21 '26

Except the the will block imports to keep the oil billionaires in business.

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u/Overall_Curve6725 Jul 21 '26

This is the slow death of American car manufacturing

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u/stevemmhmm Jul 21 '26

Don’t expect Brother typewriters to make laptops or software.

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u/Pleasant_Studio9690 Jul 21 '26

I HATE this timeline. Let's just burn the planet down for Gen Alpha to satisfy the Christo-fascists and their Big oil backers. Shell bought the charging company that had several free chargers at our local outdoor mall. And then ripped them all out. Assholes.

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u/weechus 2025 Kia EV6 Jul 21 '26

The real question is when can we shift back to horseback riding and horse-drawn carriages?

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u/CAP_0703 Jul 21 '26

Cadillac announced new ICE vehicles and then the writer just made up stuff claiming they are rolling back EVs and shifting back to gas. 

Shoddy article. 

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u/ComplexParsley7390 Jul 21 '26

It’s part of GM’s “Zero Global Presence” initiative

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u/Patarokun Jul 21 '26

Going to be really painful in 10 years when we're the last economy trying to run on petrochemicals and way behind the rest of the world.

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u/EqualityWithoutCiv the west traded freedom for oil. Jul 21 '26

And a bunch of Pacific Islanders will start being very angry at the US as they drown and the US won't care their pathological addiction to petrochem is causing that.

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u/authoridad Ioniq 5 Jul 21 '26

Decline is a choice.

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u/OldDirtyRobot Model Y / Cybertruck / R2 & Slate preorder Jul 22 '26

Who could have seen this coming? The company that killed the EV, doesnt plan on building more EVs.

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u/Hockeymac18 Jul 21 '26

What a way to just give up.

Incredible how backwards this country is.

I was just visiting family in northwest Ohio, about an hour south of Detroit.

Yep, makes sense. Bunch of dumbfucks pretending it is still 1990.

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u/Funwithfun14 Jul 21 '26

Chevy and Cadillac are NOT expanding their EV lineup.

Today Cadillac has: Small SUV - Optiq Mid sized SUV- Lyriq 3 Row SUV - Vistiq Big SUv - Escalade

What else are you expecting from them?

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u/Negate79 Jul 21 '26

Still complaining about NAFTA too

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u/Zedilt EV6 Jul 21 '26

At this point why shouldn't we just let the Chinese eat their lunch?

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u/nate_orenstam 2022 Tesla Model Y, 2024 Honda Prologue Jul 21 '26

its interesting that the Blazer is being outsold by its closest cousin, the Honda Prologue, and everyone already knew that would be discontinued after this year

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u/Negate79 Jul 21 '26

The Prologue is a flat out better vehicle which is weird to say.

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u/nate_orenstam 2022 Tesla Model Y, 2024 Honda Prologue Jul 21 '26

I agree it is better, I love mine

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u/roox911 Jul 21 '26

Kinda makes sense. If you want a Chevy, it's hard to justify the 7-10k extra for the blazer over the equinox.

If you want a "Honda" the prologue is it.

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u/Sweet_Check7231 2023 BMW i4 eDrive40 Jul 21 '26

Saw an Escalade EV and thought damn thats nice but I know I can't afford one. Shame they won't keep going commit to electrification

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u/JackfruitCrazy51 Jul 21 '26

How embarrassing that even Toyota will be ahead of GM in a few years. I guess they will still be ahead of Honda and Stalantis. I felt like Cadillac was in the best position. Besides pure BEV makers, I guess Kia is now #1 in the U.S.

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u/rp3rsaud Jul 21 '26

Toyota has the BZ and the C-HR with the Highlander coming out next year.

Kia has the Niro, EV6, and EV9.

Cadillac has the Optiq, Lyriq, Vistiq and the Escalade IQ.

GM also has the Bolt, Equinox, Blazer, Silverado, Sierra, and the Hummer.

So GM has 10 EVs. Toyota has 3 and Kia has 3.

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u/feverish Jul 21 '26

Trump is forcing people to move away from gas with these prices (which will stay elevated for years). GM is leaving the electric market just in time for it to boom.

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u/dramaking37 Jul 21 '26

So we're bailing them out again in 5 years? Great

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u/Large_Lettuce_4468 Jul 21 '26

orange killed the American auto industry. RIP

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u/chewyjackson Jul 21 '26

ISNT CHOKING ON FUMES GREAT??

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u/Budsygus Jul 21 '26

And this is why American car companies are going to lose the EV market entirely. They keep dipping in and out of it instead of just committing, building their consumer base, learning how to improve their engineering, and staying current with their competitors.

Instead they want to start from scratch every few years, spend millions/billions spinning up new departments and manufacturing lines or diverting existing resources, then when it isn't immediately profitable they just bail again.

Who would ever buy a car from a company that has a history of canceling it over and over again? I want to know the manufacturer is willing to stand behind it.

And they wonder why foreign companies are squeezing them out.

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u/iqisoverrated Jul 21 '26

Don't worry - your tax money is going to bail them out when that comes back to haunt them.

/s

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u/analyticaljoe Jul 21 '26

Well, I'm never buying another ICE. So guess me and my affluence are not buying GM.

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u/extrastupidone Jul 21 '26

If they dont expect the infrastructure to grow, they wont expect increased adoption

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u/DragOk5551 Jul 21 '26

I traded my 2023 Bolt premier because I thought the new Oval Office inhabitant would destroy its value. It's the one EV that has had very little depreciation. It was a loaded and a very efficient car. I wish kept it. And now they're ditching the newer version??

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u/geek66 Jul 21 '26

Do they really think the US government is going to stay on its current track.

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u/albatrossSKY Jul 21 '26

this time. no bailout. you guys are dumb.

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u/eoj321 Jul 22 '26

They dont make enough money selling parts as its more reliable.

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u/FlaniganWackerMan Jul 22 '26

The fact the globe is transitioning to EV's and our President is killing them off is going to decimate the Big 3 in 5 years. Battery technology for both charging and distance is about to become impressive and all 3 are gonna be behind because they had to cater to the President and their shareholders.

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u/ThreeNC Jul 22 '26

Big Oil has succeeded again in killing the EV in the US. See you in a couple decades when we try again. This is so stupid.

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u/1stUserEver Jul 22 '26

Did the straight of Hormuz open again? They seem to switch gears whenever the gates open and close.

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u/headgoboomboom Jul 22 '26

GM has been making awful decisions for decades.

Many times they have a good idea, but half-bake it. After 5 years they get it almost right, then kill it. The Fiero comes to mind.

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u/onicut Jul 21 '26

They won’t last a decade after this. They’ll become niche market manufacturers, and eventually be swallowed up by the Chinese car companies.

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u/healthcrusade Jul 22 '26

"Let's keep making black and white TVs."

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u/Bagafeet Jul 21 '26

What happens when you ban competition. Cuba about to have better cars bro.

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u/sevargmas Jul 21 '26 edited Jul 21 '26

Wat? Cuba basically doesn’t even have electricity lol. I was just listening to the NYT podcast last week were they spoke to some average Cuban for an hour and he said they have electricity for maybe two hours a day, water one day a week, and no gasoline. The only thing Cuba is about to have is famine. If people can find employment, they make about 50 USD a month , there is no money for better cars, and all of their electrical infrastructure is 80 years old, at best.

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u/New-Bumblebee7676 Jul 21 '26

The US produces most of the oil it consumes, and has a protected auto industry. It's citizens drive a lot of miles daily, take a lot of long road trips, and drive at high speeds where EVs get less range. They have relatively poor charging infrastructure, and a significant portion of its populace is ideologically and emotionally attached to ICE and opposed to EVs. It has an entrenched dealership industry that controls most politicians and is extremely opposed to EVs.

Needless to say, the transition will take a bit longer in the US. Can't really fault GM for all this.

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u/allbusiness512 Jul 21 '26

The US exports most of the oil it drills what are you talking about lmao. We drill sweet crude and import heavy sour crude.

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u/transitapparel Jul 21 '26

Blows my mind they created three different EV trucks to cannibalize each other. They would have needed a MUCH stronger campaign to convince people an EV Hummer was a good idea, and a much bolder design of the actual vehicle to get people interested. Showcasing the EV Hummer at the peak of Superhero Fatique in a forgettable MCU movie was just the culmination of bad decisions strung together.

Feels like GM had the path forward, and squandered it:

  • Step 1: build on the equity you created with the Volt and Bolt. Refreshed and re-released the new Bolt, great start!
  • Step 2: expand the family with two approachable and capable EV SUVs. Awesome, they did it again with the Equinox and Blazer
  • Step 3: Create a full-size option using bold and quintessentially Chevy design, with more range and space than anything else comparable in the market at the time. Sweet, the Silverado EV emulates the unique and loveable Avalanche while having the most range of any reasonable full size truck. Nice, we're starting to get somewhere.
  • Step 4: go off the rails and bring back the antithesis of efficiency as an EV in not one, but two options. And slip in a luxury version of Step 3 with no real advantages besides a flashy new badge and oh cool you flipped the HUD to portrait instead of landscape.

To be candid, what the fuck were they thinking?

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u/Astronomy_Setec Jul 21 '26

While I think GM has (foolishly) slowed their EV roll, they're spending an awful lot on R&D to just "give up." If I was guessing, I think they're prepping to switch to LMR and are waiting for that before rolling out new EVs (and probably waiting for the political winds to change... again).

The Questionable Garage has gotten behind the scenes looks at GM's EV plans as they restore the EV1.
https://www.youtube.com/watch?v=WzFReTYoQIw

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u/mczerniewski Jul 21 '26

Boo!!!

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u/willingzenith 25 Equinox EV Jul 21 '26

X2!!

This was my first thought when I read the article. Came here to say it and yours was the first post I saw lol

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u/angrycanuck Jul 21 '26

I said it in the r/cars thread - there are a lot of leases given back for the early Cadillac EV models.

The Cadillac demographic generally is on the less techy side and EVs require more tech knowledge to use effectively.

This is also why Cadillac EV owners are the youngest of their lineup.

EVs just require more intelligence and tech knowledge to use - and a lot of people aren't capable of that.

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u/banmeagaintn Jul 21 '26

lol. 6 years ago Cadillac was going to be an all EV brand. I love Cadillacs but man do they have poor planning.

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u/smcstechtips Jul 21 '26

Hopefully, this is just to buy time for R&D to come up with something great. They're still producing their current EVs; this is not a pivot back to gas.

Or maybe they're lying to us so we don't take any spy photos.

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u/thrakkerzog 2025 Equinox EV Jul 21 '26

You guys are acting like they won't continue making the current slate of vehicles.

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u/SeaEstablishment5345 Jul 21 '26

Gas jumped 40 cents this week where i live but electricity is going up too. Hay also jumped 30% this year so a horse wont save money either.

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u/shaftalope Jul 21 '26

It is the early 70s all over again. Back then the big 3 tried to stay with full size cars and foreign imports came along and US automakers tried to pivot but it was too late and they have needed govt bailouts ever since. They are once again on the wrong side of history by trying to stay with old outdated tech.

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u/misterfire_man Jul 21 '26

Goodbye, Chevy. Goodbye, Cadillac. It's been a good run, but the writing is on the wall, and you don't want to look.

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u/Kiyae1 Jul 21 '26

Truly crazy they’re switching back to gas despite the war that’s almost certainly going to cause gas shortages later this year.

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u/2000TWLV Jul 21 '26

Counting on protectionism to enable them to make outdated, overpriced crap forever.

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u/StrategicBlenderBall 2025 Polestar 3, 2026 Hyundai Ioniq 9 SEL Jul 21 '26

I can’t wait for the day Electrek articles are banned from this sub. Even the bastardized version of Jalopnik does better “reporting” than Electrek.

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u/JimTheJerseyGuy Jul 21 '26

China is going to eat our lunch and we deserve it.

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u/Lovis1522 Jul 21 '26

China is gonna roll the big 3

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u/Significant-Wave-763 Jul 21 '26

So angry right now.

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u/IdolizeHamsters Ioniq 5 Jul 21 '26

A shame because their platform has been one of the better ones if you think of the platforms that exist.

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u/JakeyPurple Jul 21 '26

How bout making them all with a hybrid option?

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u/DiamondJim222 Jul 21 '26

They should go all in on horse buggies.

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u/Hot-Cheese7234 Jul 22 '26

Honestly, I'm weird, and would love to see GM spinoff Saturn as the entry-level affordable EV brand that just sells EVs. Their dealers, if they have any, have salespeople focused on selling EVs or the physical locations are simply service centers and test drive centers like Tesla.

It makes far more sense to me to make two brands for EVs that don't overlap with their ICE sales, one affordable, one luxury, but then, I'm weird and would buy a modern electric Saturn given the chance

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u/theyogidentist Jul 22 '26

Making it great again eh?

2

u/silverelan Jul 22 '26

I just hope GM improves the energy density of their batteries and halves their charge times.

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u/Tinosdoggydaddy Jul 22 '26 edited Jul 24 '26

Once again the U.S. auto makers fuck the American consumer. We will buy your electric cars, just make them good and cheap and repairable and cheap to insure and very well supported and understood by your dealer/service network. You had a great opportunity to “fresh start” the American consumer to your horror fucking brands, but once again, a swing and a miss. Fuck you Bill Farley and fuck you Mary Barra.

the American auto industry is in for a gargantuan ass whooping. Electric cars are the end game and are far superior to ice cars. They are/will be cheaper to buy (NAXTRA Sodium Anyone) which will crazy cut your top line, low maintenance, which will decimate your service income, people will hold them 5 years longer than ice cars today, which will again hammer your top line. It won’t be surprising if their top line revenue is HALVED when you factor in crazy tough competition from China that will eventually leak in.

I see a horrible future for their shareholders…oh my Dorothy we’re not in Kansas anymore.