General Motors recently committed a whopping $27 billion to future electric and autonomous vehicle development. This major investment will help GM bring 30 new EVs to market worldwide before the end of 2025, two-thirds of which will be available in North America.
That means that by the end of 2025, about 40 percent of GM’s U.S. product portfolio will consist of battery-powered vehicles. These will include small to medium-sized crossovers, SUVs and pickup trucks.
The Buick, Cadillac, Chevy and GMC brands will all be represented in this electric vehicle product offensive as well. As we can see in the chart below, Buick will have two EV models on sale by the end of 2025, while Cadillac will have five, Chevy will have six and GMC will have four.
| ICE / BEV | 2021 ICE | 2021 BEV | 2025 ICE | 2025 BEV | ||
|---|---|---|---|---|---|---|
| Buick Compact EV Crossover | BEV | 1 | ||||
| Buick Midsize EV Crossover | BEV | 1 | ||||
| Buick Enclave | ICE | 1 | 1 | |||
| Buick Encore | ICE | 1 | ||||
| Buick Encore GX | ICE | 1 | 1 | |||
| Buick Envision | ICE | 1 | 1 | |||
| Buick Envision GX | ICE | 1 | 1 | |||
| Cadillac Celestiq | BEV | 1 | ||||
| Cadillac CT4 | ICE | 1 | 1 | |||
| Cadillac CT5 | ICE | 1 | 1 | |||
| Cadillac Escalade | ICE | 1 | 1 | |||
| Cadillac Full-Size EV SUV | BEV | 1 | ||||
| Cadillac Low-Roof EV | BEV | 1 | ||||
| Cadillac Lyriq | BEV | 1 | ||||
| Cadillac Optiq (CUV) | BEV | 1 | ||||
| Cadillac Symboliq (CUV) | BEV | 1 | ||||
| Cadillac XT4 | ICE | 1 | 1 | |||
| Cadillac XT5 | ICE | 1 | 1 | |||
| Cadillac XT6 | ICE | 1 | 1 | |||
| Chevrolet Blazer | ICE | 1 | 1 | |||
| Chevrolet Bolt EV | BEV | 1 | ||||
| Chevrolet Bolt EUV | BEV | 1 | ||||
| Chevrolet Camaro | ICE | 1 | ||||
| Chevrolet Low-Roof EV | BEV | 1 | ||||
| Chevrolet Colorado | ICE | 1 | 1 | |||
| Chevrolet Compact EV Crossover | BEV | 1 | ||||
| Chevrolet Corvette | ICE / HEV | 1 | 1 | |||
| Chevrolet Equinox | ICE | 1 | 1 | |||
| Chevrolet EV Van | BEV | 1 | ||||
| Chevrolet Express | ICE | 1 | ||||
| Chevrolet Full-Size EV Pickup | BEV | 1 | ||||
| Chevrolet Malibu | ICE | 1 | ||||
| Chevrolet Midsize EV Crossover | BEV | 1 | ||||
| Chevrolet Silverado | ICE | 1 | 1 | |||
| Chevrolet Spark | ICE | 1 | ||||
| Chevrolet Spark Replacement (CUV) | ICE | 1 | ||||
| Chevrolet Suburban | ICE | 1 | 1 | |||
| Chevrolet Tahoe | ICE | 1 | 1 | |||
| Chevrolet Trailblazer | ICE | 1 | 1 | |||
| Chevrolet Traverse | ICE | 1 | 1 | |||
| Chevrolet Trax | ICE | 1 | ||||
| GMC Acadia | ICE | 1 | 1 | |||
| GMC Canyon | ICE | 1 | 1 | |||
| GMC EV Crossover | BEV | 1 | ||||
| GMC Full-Size EV Pickup | BEV | 1 | ||||
| GMC Hummer EV Pickup | BEV | 1 | ||||
| GMC Hummer EV SUV | BEV | 1 | ||||
| GMC Savana | ICE | 1 | ||||
| GMC Sierra | ICE | 1 | 1 | |||
| GMC Terrain | ICE | 1 | 1 | |||
| GMC Yukon | ICE | 1 | 1 | |||
| GMC Yukon XL | ICE | 1 | 1 | |||
| Subtotal | 32 | 1 | 26 | 18 | ||
| Total | 33 | 44 | ||||
| Lineup composition | 97% | 3% | 59% | 41% | ||
GM Authority expects the Chevy Express and GMC Savana utility vans to go out of production before the end of 2025 before being indirectly replaced by a new Chevy EV van of some type. The Chevy Spark is also likely to be discontinued and will be replaced by an electric crossover model of comparable size.
This will be a very rapid and dramatic shift for GM. To put it in perspective, the automaker’s portfolio will consist of 97 percent internal combustion engine vehicles for the 2021 model year, but as we noted above, that figure will fall to 59 percent in just four short years as new EVs continue to take the place of aging ICE products.
GM CEO Mary Barra said this month that climate change is a major driving factor behind the company’s shift to EVs and said the company has the desire to “put everyone in an electric vehicle.”
“We are transitioning to an all-electric portfolio from a position of strength and we’re focused on growth,” Barra said at the 2020 Barclay’s Global Automotive Conference this month. “We can accelerate our EV plans because we are rapidly building a competitive advantage in batteries, software, vehicle integration, manufacturing and customer experience.”
The GMC Hummer EV pickup will be among the first of these new GM EVs to arrive when it goes on sale late next year, while the Cadillac Lyriq will be close behind in early 2022. The new Chevy Bolt EUV crossover, which will be closely related to the updated Chevy Bolt EV hatchback, is also expected to arrive sometime in 2021.
Other vehicles included in this EV product onslaught will be a new electric Chevy pickup, two electric Buick crossovers and the opulent Cadillac Celestiq full-size sedan, just to name a few.
We’ll be following GM’s electric transition very closely in the coming weeks, months and years, so be sure to subscribe to GM Authority for more General Motors electric vehicle news and ongoing General Motors news coverage.
Comments
40%? Yet still 3% of sales or less. Half of these are luxury cars, the other half are “economy” in segments that are largely underperforming. I understand GM has to do this as if Biden gets certified Pressident the war on progress will begin, but com’on man! Talk about wasted R&D!
wow.. you are blind about the future.
Read the surveys . People want someone else to save the planet and buy an ev . Most buyers are not interested in ev . The entire northan half of the USA would have severe range restrictions due to cold weather mileage reductions . Tesla is all the rage with the few people wanting to look cool .
The stuff about a 450 mile fully charged range at the same price point as current models seals it for me. I don’t see IC engine vehicles going down in price. I do see EVs.
EV Range estimates are like MPG estimates the manufacturer puts on a window sticker. Very rarely does the real-world MPG equal what is on the sticker.
And rotary dial phones will never be beaten. Tube TVs are the way to go. Truth is, a vehicle rated with a 450 mile range has more than what most will ever worry about. And it is quite conceivable that will be available at competitive prices within a decade. With pricing and structure continuing to drop even further. IC engine vehicles will continue to rise in pricing with even more complex equipment to either meet economy standards and emissions performance. And there is no doubt which power package allows for better performance , utility and packaging. The major concerns will be the changes in servicing and how in some areas a charging network can be used. The upside for EVs is way beyond the ICs.
EV is progress for the automaker. It requires few parts to assemble meaning massive cost savings for GM. Also less workers and robots.
This will be terrible for union but great progress for Wall Street
Honestly, the part of their EV onslaught I find most interesting…is Cadillac.
This is a GOLDEN opportunity to make Cadillac the Standard of the World again…in EV luxury.
There are essentially NO players in that space. If Cadillac gets there first, and builds great products (especially with this six-figure Celestiq massive sedan being the flagship and image-bearer)…they could become the Mercedes of Luxury EV’s. It cannot be understated, this is a HUGE chance for Cadillac…momentous. This is their only shot at returning to glory.
Cut the BMW-chasing nonsense, and go back to basics. Focus on LUXURY. Make your vehicles glide, not carve corners. Plus, EV platforms mean RWD should be standard again. Capitalize on your history. Make the famous “Penalty of Leadership” advertisement apply to you again. Take this chance!
Also glad to see they’ve moved back to names…though admittedly, “Optiq” is so stupid. BUT, there are some solid options:
Cadillac Iconiq (Escalade replacement, most fitting)
Cadillac Symphoniq (XT6 replacement)
Cadillac Lyriq (XT5)
Cadillac Mystiq (XT4)
Cadillac Celestiq (full-size sedan)
Cadillac Exotiq (the “low-roof,” a Celestiq-based full-size coupe)
Cadillac Galactiq (CT6 replacement)
Cadillac Symboliq (CT5)
Cadillac Optiq (CT4)
Hey, they may not be world-beaters, but they aren’t “Alphanumeriq!”
I admit I’ll probably be one of the first Lyriq Buyers, (if they get rid of the fender charging port – left alone that will be a deal killer for me). – But all these dumb names.
How about the Cadillac Phyriq?
I own shares in all the major ev makers . Making a killing . The public needs choice . Gm is putting all its eggs in one basket . The early adopter types deal with the flaws in Tesla . They general public will not buy a car with major flaws . For many people the auto purchase is a very large purchase . They may lease but will not buy especially from gm .
The writing is on the wall, and GM isn’t stupid. Soon a customer will be able to buy a fairly priced ev from a dealer that isn’t a 2 hour drive away.
China YES due to government mandate but US NO 1) We have no national charging system even though it would be a great job for dealers. 2) This will be a deep depression even if the vax works now that 1 out of 5 small businesses have closed. Also, due to the massive debt taken on from Trump’s tax cuts/Covid give aways to corporate America & soon Biden’s stimulus plans for small businesses/unemployed. The dollar can’t handle this much debt burden and we’ll be lucky with a zombie economy.
Ford MoCo says student loans harm the auto sector most and forgiveness would massively increase car sales. Since it’s only government monopoly money paper debt they might as well do it. This would benefit the industry and help EVs!
Still 40% is extreme seeing how ICE engines remain popular and become increasingly efficient. Biden won’t be nearly as strict as the Europeans where GM should try to sell these vehicles in a j/v with Honda.
if biden pushes a hard ev agenda i think there will be backlash because ev shoppers are primarily upper income.
tax policies that help those people buy evs do nothing for lower income people. at least include incentives for hybrids as well.
I Know.
How has everything become political? A superior car with less moving parts and quick 0 to 60 isn’t Red or Blue/Biden or Trump.
Did people react this way to automatic transmissions or anti lock brakes?
That’s a really terrible analogy.
Automatic transmissions and antilock brakes didn’t make long distance travel a slower and more limiting experience. They also didn’t massively increase the cost of the car.
Why should EV be an income or blue collar/white collar thing? Low income buyers still get top trim pick ups on either lease or credit.
EVs require little maintenance which saves lower income people money. Also, they should end up being cheaper to fuel.
A car that can go zero to sixty in three seconds shouldn’t be a political statement. Whether someone believes in global warming doesn’t matter if the car is superior.
Going from 0-60 in 3 seconds in not what your average EV will do as you are quoting very specific high end expensive models with additional motors and batteries. And going from 0-60 in 3 seconds does not make a vehicle superior it makes it a dangerous weapon in the wrong inexperienced hands!
Low income buyers don’t buy new cars, and they certainly won’t be leasing.
Furthermore, the oil lobby is greatly underestimated in this nation.
I love how Democrats always point to returning money to the people who earned it a driver of government debt . Not paying for schooling and health care for millions of non citizens . Paying for jails to imprison gang bangers from Central America , no that does not cost .
I am pro immigration but ignoring the costs is pure liberal fantasy .
Well as we can see the GM is going to be well stocked for anything to come.
When some see the 40% I think they expect that 40% off all vehicles sold will be EV. The truth is it is only 40% of the vehicles offered. The ICE vehicles will be around for a hood while yet and people will be able to migrate over time in areas not forced like California.
I expect even well into the future there will be some ICE models offered.
There will be something for everyone.
So, according to the chart, another four years plus before we see GM EV’s in any kind of quantity. That means for the next four years, the whole of the Biden administration, GM will be promising EV’s for the common citizen, pandering to the progressives. 2025 will be the tell-tale year for GM and its promised EV’s. I’m not holding my breath that GM will come through with the products on the chart. We have heard GM EV’s are just around the corner, and will be here soon for years. We’ve gotten the now defunct hybrid VOLT, the VOLT ripoff full EV BOLT, and now the BOLT ripoff full EV SUV BOLT. We still have four years to wait for anything EV from GM, except a Cadillac and the $112+K Hummer. One would think GM might be better served looking at how its high priced Cadillac products sell, and introduce its EV’s in the brands that would produce more in the way of volume sales. But this is GM we are talking about!
Well, that’s mostly true I’m sure – after all Ralph Nader (remember him?) used to say that GM had been promising electric cars since the 1940’s..
It does seem a bit strange that GM in the past 10 years has discontinued every electric that they used to make (including 2 models that I currently own) – namely the Chevy Spark EV, Both the GEN 1 and 2 Volts, and the Caddy ELR and its supposed replacement the CT6 PHEV.
Of course before this, there was a small Chevy Pickup BEV Truck – the S10 EV maybe? – the EV1 Roadster, and a few experimental BEV Corvairs.
They HAD a perfected long-life battery for the EV1, that supposedly never wore out, and made the car go effectively twice as far as the HORRID Delco lead-acid things the car initially was released with. That’s not knocking Lead-Acid batteries in general – The Delco things at the time (along with the silly corrosion-prone side posts – another GM Great Brain – Brain Dead idea) were so Gawd-Awful many got only 2 years out of it in ICE usage.
Since I drive only GM cars, and only GM plug-ins at that – it hurts me to say that Skin Flint GM management will only offer electrics if they can make them cheaply – so they are betting the bank on versions 1 and 2 of their ULTIUM battery packs – hoping they can eventually make them dirt cheap.
Let’s hope they get lucky.
At least GM is well prepared and has some type of plan. ICE will still be around and they aren’t behind in the EV world. With that said most of those models aren’t interesting to me. When I’m ready to buy and SUV it would be the real BOF offerings. Not the many overpriced CUVs that GM is offering. I hope they plan on being competitive for the small and medium sized sedans. Consumers in the EV market do want sedans.
“Consumers in the EV market do want sedans.” What ever gave you that idea? Just because Tesla is selling EV sedans like crazy doesn’t mean the average EV buyer is interested in a sedan./s/ GM plans to have 40% of its vehicle sales in EV’s by doing away with their larger, slow selling ICE sedan models (you’ll notice the lack of them at dealers already) . Then they will offer you a couple of small little EV sedan’s to take their places, and be dumbfounded when we don’t want them. Try to find a 2020 or 2021 sedan at a Buick dealer. Good luck!
I just do not see how the US will be the only First World Country after say 2035 to be offering ICE vehicles. Makes zero sense.
ICE will become very niche in the Future. Automakers as I have been stating cannot be splitting their R&D money between EV and ICE. That would put those Automakers in a huge disadvantage in the Future. I think High End Sports cars and Heavy Duty vehicles stand the chance to stay with ICE but will without a doubt be PHEV’s for sure.
I hope Buick US gets a full EV range since they have already been designed for China. EVs give Buick something unique compared to Asian rivals late to the game. Having Hummwr at Buick GMC dealerships is a sort of halo, too.
I could see GM reskinned and cheapening Buick Blue for Chevrolet US which is a mistake. Buick has so much potential especially partnered with a growing GMC that hits more premium sweet spots than Cadillac. Imagine an EV version of Avista sold as Invicta with an extended wheel base being offered as sedan and coupe
I can’t help but to wonder as EV’s become more prevalent how one would charge their new EV at their apartment complex… Oh my word, people live in apartments could it be so. I know it’s hard for the wealthy narcissistic part of our society to imagine many people living this way. What is shocking is that in my community most of the building is either apartments or houses most people cannot afford. The reality is as more people transition to EV‘s, housing will have to transition to smaller houses people can afford with carport like structures or garages people can charge their cars in. I’m sure this sounds blasphemous to some of you and builders but the reality is people don’t want to wait in line to charge their EV at an apartment complex where their would be limited chargers. I can see push for smaller unique ranch style modern houses that are centered around the needs of the EV driver, much like the early 50’s – 60’s where housing was affordable and the houses were functional for the family and often had a garage for the family car. Maybe I am nuts and a little dreamy for Americana from yesteryear but the reality is nobody is going to buy an EV if it doesn’t match their lifestyle or situation and living in an apartment would limit any EV purchase.
As far as apartment charging goes – most of the smaller ones will allow their owners to put in small receptacles billed off their personal revenue meters.
Larger apartments will just have a ‘kiosk’ in the parking lot, with saleable electricity.
Of course, more fast-charging locations are appearing all the time, and the 4th method will be the ‘tried and true’ throwing the extension cord out the bedroom window.
Don’t see this as something that needs excessive worry. People who ONLY should be concerned about this are those seriously contemplating a plug-in car purchase…. The 100% ICE crowd shouldn’t get their panties in a bunch since it won’t affect them in any event.
This was the beauty of the PHEV products GM used to sell. You never really had to worry about refueling the car at all, since if facilities were unavailable, you could always gas-up.
I would assume that like myself with 3 GM plug-in vehicles, EV drivers simply don’t lose much sleep over such concerns. Its not like they are discontinuing ICE vehicles totally, and those who decide they want 100% Battery-Electric-Vehicles are making adequate plans for recharging them.
People constantly complain about their cellular telephones having dead batteries – but they don’t ever say the solution is to get rid of the phone. They always scrape by somehow. Similarly – people who buy BEV’s are not going to worry excessively about it and are going to deal with the issue. Good for electricians (like me) who get relatively easy wiring jobs.
So do you see a few national brands developing that will be the “gas stations” of the EV generation? I can say, without doubt, that without them the days of cross country driving are over, and EV’s will have a rough road to hoe gaining mass popularity.
Have you seen what is going on with Charging Station Company Stocks lately?
They are gaining enormous steam and will have crazy money to keep building out the infrastructure. But just imagine how much quicker still it will go once Governments start handing out subsidies to them and less to Big Oil. It is basically game over. Not sure why so many have do not see this.
I wonder if people were arguing this badly to not switch to Apple and Google back in the day to keep their Flip Phones and Landlines Lol
Selling stock and building out the chain of charging stations are two wildly different things. As an example, Tesla stock has sold like nutso for years, and yet their auto division is still working out the kinks with quality and distribution. As I’ve said before, without the multiple chains of reliable charging stations, nationwide, convincing the average Joe to buy electric is going to be a hard sell at best.
Jaws4 – what I see around my area (Western NY State), is people are COMPLETELY uninterested (for the most part) in any plug-in cars as long as gasoline is cheap…
If Gas goes to $4 / Gallon or higher, than EVERYONE and his brother seems to want a plug-in car.
Of course, I admit that $4/gallon is not really enough to be too expensive to drive – but its somewhat humorous to see people get so upset about the ‘high’ gas prices.
Europeans paying the equivalent of $8 – $10/ gallon no doubt are shaking their heads in wonderment, but it explains why micro cars are popular there.
Let the hourly job cut begin!
Well, let’s just see if GM can actually sell any these fancy new EVs they keep taking about.
So far, their track record hasn’t been so good.
As far as the 0-60 3 second drag strip stuff – I used to tire of the very unreliable, poor quarter-mile tests, and mediocre handling Tesla models get lavished so much syrupy praise when that is all the Tesla Fan-boys would talk about, some not even owning any kind of an electric car.
I bought a Tesla Roadster, not for the 0-60 stuff, but I wanted an electric car that reminded me of the VW Karman-Ghia; finally buying an Evergreen one with beige interior which was the same color as my dream KG (with a whopping 40 hp engine) back in high school, when all the other kids just dreamt of v-8’s.
But I can see this blog has the same issue – even though I own 100% plug-in cars (3 of them), if I say anything critical of electrics, or mention that a seeming problem is not a problem – people get all upset.
There are a few people I met who’ve said they’d never buy an electric just because of the people you run into. Tell me about it.
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