[Martinjlm]

Originally Posted by ChevyRules

I have no idea why people think Trump 2.0 will cause this resurgence in ICE vehicles.

GM’s EV movement started under Trump 1.0.

If GM changes course which they are, it’s in response to consumers. Not who is president. Given who is president can change every 4 years, it would be incredibly silly to base investments based on which party is running the government given it takes longer for those investments to bear fruit than a presidents term.

Originally Posted by tripowergto

You could also consider a yellow Blackwing Caddy still built at the Lansing plant. They might get a reprieve given the coming political changes.

This is what was true when GM said they were going 100% Zero Emissions Vehicles in passenger vehicles by 2035:

• Donald Trump was President
• The United States was not supportive of the Paris Accord
• GM had already utilized all of their allotment of EV credit incentives under the Obama incentive plan.
• The Inflation Reduction Act, including EV Incentives was not even a pipe dream.
• GM as well as several other automakers had pledged to achieve Carbon Neutrality. In GM’s case, it was by 2040.

Since then, the Biden Administration has:

• Returned the US to the Paris Accord
• Passed the Bipartisan Infrastructure Law that funds the building of EV charging stations (among many other infrastructure improvements like bridges, roads, and strengthening the grid)
• Passed the Inflation Reduction Act that includes $7,500 incentives for EVs with significant North American content. Although the incentives are the only thing we tend to talk about in this thread, if the IRA was a dog, the EV incentive piece of it is the fluffy tail. A lot more going on there.
• GM has dropped two EVs (Bolt, Bolt EUV) and added seven EVs and has four more launching over the next several months

So if Trump 2.0 is able to selectively remove the EV incentives, GM is still in a better position than they were in when they first stated their intent to go all zero emissions. They have accumulated some learnings along the way, such as some use cases are better served by PHEV (or REEV) than BEV. And they’ve had some hiccups in ramping up EV production (Blazer, Lyriq) and the threat of Cybertruck to GM’s ICE truck portfolio was way overblown.

Until and unless GM comes forward and declares that they are walking away from their Carbon Neutrality commitment, do not expect them to walk away from their commitment to EVs. The rollout will take longer than their original statements. And they may have REEV or PHEV in some classes of vehicles, but the intent to shift primarily to zero emissions vehicles is still there.