GM Pauses Big EV Truck
- General Motors is indefinitely delaying its next-gen full-size electric truck and pivoting toward ICE and hybrids. (x.com) - The decision shifts development focus away from a planned all-electric flagship truck for the near term. (x.com) - The move has reignited debate about EV transition timelines and OEM strategies for profitable truck segments. (x.com)
General Motors has put its next-generation full-size electric trucks and sport utility vehicles on indefinite hold as it shifts nearer-term focus to gasoline engines and hybrids. (investor.gm.com) The delayed program covered the follow-ons to GM’s largest battery models, including the Chevrolet Silverado EV, GMC Sierra EV, Cadillac Escalade IQ and GMC Hummer EV lineup, according to reports published April 23. Current electric trucks and SUVs already on sale are still expected to continue. (msn.com) GM had already signaled a slower electric rollout in January, when it booked more than $7.2 billion in special charges tied largely to a “realignment of electric vehicle capacity and investments” after lower expected demand and U.S. policy changes. (investor.gm.com) That retreat lands in the company’s most profitable segment. GM said on January 5 that Chevrolet Silverado and GMC Sierra posted their best combined U.S. sales in 20 years, helping the company remain America’s full-size pickup leader for a sixth straight year. (news.gm.com) Battery pickups are still a small slice of GM’s volume. Chevrolet sold 11,275 Silverado EVs and GMC sold 7,996 Sierra EVs in the United States in 2025, while GM’s gasoline and diesel trucks remained the company’s sales backbone. (gmauthority.com) GM has not abandoned electric trucks altogether. The company expanded the 2026 GMC Sierra EV lineup in March with new AT4 and Elevation trims starting at $64,495 including destination, and it has continued promoting lower-priced Silverado EV variants for 2026. (news.gm.com) At the same time, executives have reopened the door to hybrids. Chief Executive Mary Barra said in January that GM still plans to sell plug-in hybrids in the United States even as electric vehicles remain its longer-term strategy. (autonews.com) GM had also been preparing new battery technology for exactly these large vehicles. In May 2025, GM and LG Energy Solution said they would commercialize lithium-manganese-rich prismatic cells for future electric trucks and full-size sport utility vehicles to cut cost while preserving range. (news.gm.com) The company’s manufacturing spending now reflects a split strategy instead of an all-electric sprint. GM said in June 2025 it would invest about $4 billion in U.S. plants to raise production of both gas and electric vehicles over the next two years. (investor.gm.com) For now, GM is still selling electric pickups, still developing battery tech, and still talking about an electric end state. But the next all-new generation of its biggest electric trucks is no longer on the near-term calendar. (gm.com)