The future of General Motors’ When it comes to full-size electric pickups and SUVs, things are a little bleaker.
Crain’s Detroit businessabove Automotive Newsreports that GM has indefinitely postponed its next-generation full-size electric vehicle (EV) program.
GM had reportedly been working on updated versions of its existing ones Chevrolet Silverado EV And GMC Sierra EV pickup as well as the Cadillac Escalade IQ SUV and GMC Hummer EV Pickup trucks and SUVs.
Production of these models is scheduled to begin in 2028, three people with knowledge of the plan told the media company.
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GM was reportedly working to offer more affordable full-size versions of these electric vehicles, which would continue to be produced at Factory Zero in Hamtramck, Michigan – a plant that was converted to produce electric vehicles exclusively.
Supplier executives said so Crain’s Detroit business They don’t expect new generations of these vehicles until 2030 or beyond.
That doesn’t necessarily mean GM won’t replace its existing fleet of full-size electric vehicles, and the automaker could simply extend the lifecycles of current models until it makes a decision on next-generation models.
GM has invested heavily in the BT1 platform that underpins these vehicles. The company announced in 2020 that it would invest $3 billion (A$4.19 billion) in Factory Zero, as well as subcontractor tooling and other projects related to the launch of the full-size electric vehicles.
The company subsequently confirmed in 2024 that it was working on plug-in hybrids for the US market, having previously dropped the technology there in advance of the transition to electric vehicles.
The next-generation combustion-powered Chevrolet Silverado and GMC Sierra are widely expected to get PHEV powertrains.
Additionally, GM is reportedly shifting resources and capital from electrification to internal combustion engine development and has also spoken with suppliers about developing extended-range electric vehicle (EREV) powertrains.
The outlet reports that GM has not yet made a decision on whether it will bring EREVs to market.
Cox Automotive Data reported 8,115 Cadillac Escalade IQ sales in the U.S. last year, along with 11,275 Chevrolet Silverado electric vehicles, 15,788 GMC Hummer electric vehicles and 7,996 GMC Sierra electric vehicles. This was the first full year of sales for the Escalade iQ and Sierra EV.
The Ford F-150 Lightning recorded 27,307 sales, but the Blue Oval still announced late last year that it would replace its electric pickup with an EREV.
The U.S. electric vehicle market was hurt by the Trump administration’s elimination of federal incentives for electric vehicles, while weakened emissions regulations also took pressure off automakers to meet fleet targets and boosted investment in combustion-powered vehicles.
For example, GM is reportedly working on a replacement for the canceled Chevrolet Camaro, as well as a new Buick sedan and rugged SUV for the GMC brand, whose Jimmy nameplate has disappeared.
The automaker said in January that its fourth-quarter net income was reduced by more than $7.2 billion due to “special charges.”
It said this was “primarily due to a realignment of electric vehicle capacity and investment to adapt to the expected decline in consumer demand for electric vehicles and in response to U.S. government policy changes, including the elimination of consumer incentives and reductions in stringent emissions regulations.”
In addition to Ford’s cancellation of the electric F-150 Lightning, rival automaker Stellantis – formed from a merger of Fiat Chrysler Automobiles with Groupe PSA – announced in September 2025 the cancellation of its previously presented electric 1500.
Its EREV counterpart, the Ramcharger, is yet to be launched, but will now carry the 1500 REV nameplate of its discontinued sibling.
Even Tesla is struggling to sell electric pickups in the US, with Cybertruck sales falling 48.1 percent to a total of 20,237 units in 2025 – still more than the Rivian R1T, which fell 33.1 percent to 7,416 units.
GM’s largest electric vehicles are not exported on a large scale. All BT1-based models are available exclusively in North America, with the exception of the Hummer EV and Escalade iQ, which are also offered in various markets in the Middle East.
Plans announced in 2022 to produce the Silverado EV and Sierra EV at an additional plant in Michigan never materialized, and the Factory Zero plant suffered layoffs and shutdowns as demand for full-size electric vehicles was weaker than expected.
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