GM is working to increase its all-electric vehicle production capacity, including ramping up production of its new EV truck models. Now, GM has announced that it will add a third EV truck plant sometime in the near future.
GM’s forthcoming EV truck plant was confirmed in the automaker’s recent Q4 2021 earnings report. In the report, GM provides a list of its existing and upcoming EV assembly facilities, which include the GM Factory Zero plant in Michigan, Orion Assembly in Michigan, Spring Hill Assembly in Tennessee, the GM CAMI plant in Ontario, and the Ramos Arizpe facility in Mexico.
The GM Factory Zero plant and Orion Assembly are considered the first two GM EV truck plants, with the first vehicle to roll off the line at Factory Zero being the GMC Hummer EV Pickup.
GM previously announced that it was investing $4 billion into Orion Assembly specifically for EV truck production. The investment will create an additional 2,350 jobs while retaining an existing 1,000 jobs at the facility.
In total, GM expects to have a North American EV production capacity over 1 million units by the end of 2025.
“One million units in North America won’t be enough to meet the steep inflection in demand that we expect starting mid-decade for our EVs,” said GM CEO Mary Barra with the release of the recent Q4 2021 earnings report. “That’s why we will continue to convert ICE capacity to EVs and plan to invest in a third EV truck plant. We are formulating plans for the truck plant right now and we will share more as we work through the details.”
Although details on the new EV truck plant are still forthcoming, the announcement of the plant will likely coincide with the announcement of the location of GM’s fourth Ultium Cells battery plant, which is scheduled for the first-half of the 2022 calendar year. The three U.S. Ultium Cells battery plants announced thus far include Lordstown, Ohio, Spring Hill, Tennessee, and Lansing, Michigan.
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Comments
Too much EV capacity too soon?
Announced, not planned. It’s the Tesla model that I can’t help but think will come back and bite them in the butt. It’s over promise, get the media attention, stock market boom and the hype, and hope everyone forgets about your promises a year latter. I may be the only one who thinks this, but I still don’t think EV’s are the future. With oil to drop back down in a couple years, eletric motors costing 10K a pop and most of these EV’s having 3 of those things, they will never be cheaper than ice engines that are getting more efficient by the day. And if their relying on states like California to drive EV sales, California is on the Communist Cuban tract. Cuban can’t afford new cars period. Seams like self destruction to me
The difference is GM has the cash to pay for it now where Tesla has to presell models to get them to market. While Tesla is a high value stock they are not flush with a ton of cash and this has delayed most of their cars or trucks.
They are quickly lowering cost on these models and they will be very competitive price wise. The trucks are going to do the volume to cover the investment.
Add to that the transition is not going to take place over night.
Jake-
Electric cars are going to be the norm. That’s what the powers that be want. EVs have 90% fewer moving parts. The charging infrastructure, range (getting better all the time) will all be solved. And even the cheaper EVs go from ZERO to SIXTY in 4 seconds.
More like the Venezuela track . A prosperous nation destroyed by communists . The Biden administration is seriously considering price controls for food and supplies . You o ow what that leads to , empty shelves
Tesla will most likely sell 1.5 to 1.8 Million vehicles this year so I would say not too soon. GM needs to do everything possible to catch up. This is fantastic news.
Way too soon! Barra is buring down ICE GM at a rapid pace with Spark & soon Malibu next to go. The EV transition will be funded via trucks and large ICE SUVs and the used car market. Meanwhile, brands ranging from Kia to Toyota continue to compete in key segments as they transition.
It isn’t always best to be first. Sometimes it’s better to learn from rivals mistakes and play catch up a few years down the line seeing as in 2035 few consumers will remember who was first and only care about who is best!
Barra likely sees this as a way to change consumer perception of GM brands, obtain bigger
margins and regain lost share on the coasts. It’s quite a gamble!!
But uh I might poi point out yer-ah when I went to dearborn driving that ughhh ya know ughhh was up there I don’t know man it ughhh I think the press thought I was crazy I enjoyed it so much growing up and ughhh your new EV factory in ughhh and that that hummer
Good for the investment but why are we the taxpayers footing part of each of these electrics regardless
of brand?
GM got billions of dollars of help in 2008 from taxpayers along with some of its other competitors, to be bailed out.
Time to get rid of the tax credits for the EV’s and let the market decide if the plant should be used for the EV’s or non EV’s.
I bet the next one is Fairfax
I was thinking that as well. But here are some details that I started to consider.
GM has said there will be an Escalade EV. So far, none of their full size SUVs have been electrified. Since they’re built in Texas and high prices can be charged for such vehicles; I’m now leaning toward production in TX. Now all of this is assuming they maintain electric suv production in TX near the gas versions.
Hey there,
Your comment spurred me remembering a recent statement from Ford. GM has decided to move directly from combustion vehicles to electric. Ford has decided to have hybrid vehicles more a part of their transition into the future towards EV’s at this time.
Part of their reasoning is once things move away from the coasts towards farms etc, Ford sees large areas where distances and reasons vehicles are used, will diminish the demand along with the lack of charging stations. I would guess it would cost a ton to install charging stations in areas with less population.
Regardless of the manufacturer, if there was a decent increase in the EV’s over a few years, the electric grid would have difficulty providing the charging capability needed. People tend to forget that oil, natural gas etc are still needed to provide the charging capability. Also, EV’s will need other natural resources such as copper, silver etc with a disposal problem for the batteries.
Please understand, there are many cool things about going electric with vehicles. It will be interesting to see how much EV’s will impact overall air quality and the supply of natural resources.
Enjoyed your comment.
craig-
It cost a ton to put in the Interstate Highway System and the country did it. The charging infrastructure will be put in.
The Interstate System was paid for by fuel taxes. There is not much appetite for paying more taxes these days.
Arlington makes sense if GM produces both ICE and EV vehicles, just like Spring Hill with the XT5-6 and Lyriq.
GM need Texas to keep building those high profit ICE SUVs to fund the EV push.
Agreed on Fairfax. Also thinking the fourth Ultium plant will be somewhere between KC and Mexico to supply Ramos Arizpe.
They have plenty of land at Fairfax facility, would love to see new work at that location.
Is there a future in hydrogen vehicles? I like GM and am glad to see pursuit of fuels beyond petroleum. I’m just not sure EV is the only bet, or even the best bet for passenger vehicles.
Hydrogen is great but still too expensive. I have driven one and loved it but no place to easily refuel and just much more expensive.
I don’t see Hydrogen vehicles going ANYWHERE in the States…. $13 per US equivalent Gallon is the reason people Lease Toyota Mirai’s for 3 years and then dump the cars since they only get 3 years of free fuel…. There would be few takers if they actually had to pay for it.
Whoever wrote here that celestiq would be shown in the beginning of this month is pos. U 5uckin troll.
Thats what most leaks pointed to.
Example?
Put in oshawa great workforce there.
Good on GM for investing the money while they have it. Better to build plants now and sit on them while they’re flush with cash than to wait several years and play catch up.
If a new plant is built it would be a 3-5billion$ project taking about 4 years. A typical vehicle plant is 100acres under roof. If GM elects to go with a compact facility..50k unit capacity the shop can be a few hundred million and 18 months up and running.
Wonder if Oshawa was brought back to life to carry the load while they convert one of the traditional truck plants.
They also talk about this huge inflection of demand, wonder if they have line of sight to improved battery tech soon that is going to drive this demand. I just don’t think the range is there yet for electric to go full mainstream. But who knows, we will see soon.
How about you get my HD truck to me that was built in August and sitting in a farm field somewhere before you promise flying cars
They could of just used propane, but then the rich couldn’t get richer.