
Chinese EVs may enter United States via local manufacture
China has expanded its electric-vehicle exports and production capacity worldwide, and exports to North America have risen. US policymakers and automakers have imposed tariffs and regulatory constraints, while industry participants have explored US manufacturing and joint ventures as market-entry routes.

UAW strike at Dauch plant may disrupt GM truck supply
Almost 1,000 workers at Dauch Corp.'s Three Rivers axle plant have gone on strike, risking disruption to General Motors' pick-up truck supply chains and prompting ongoing negotiations between the United Auto Workers and the supplier.


Detroit automakers cut over 20,000 US salaried roles
Major Detroit automakers have cut over 20,000 US salaried jobs amid technological shifts, including AI, and have reallocated resources towards software, autonomous and AI-related roles and have conducted cost and efficiency measures.


GM cuts IT roles amid workforce restructuring
General Motors has eliminated about 500–600 IT positions, mainly in Austin and Warren, as it has transformed its IT organisation; affected employees have been offered tiered severance, health‑care payments and outplacement and have been required to sign release agreements.


GM cuts 500-600 salaried IT roles
General Motors has reduced its information technology salaried workforce by about 500–600 employees as it has reevaluated workforce needs and has sought cost savings, while it has maintained open IT roles in AI and autonomous vehicle projects.


GM cites Iran war cost pressures while mix remains healthy
GM has said the Iran war has raised logistics and energy costs but that its vehicle mix has remained healthy, with an average transaction price of $52,000 in Q1; it has also reported lower sales and tighter inventories.


Foreign automakers lead US sedan market
Japanese, Korean and German manufacturers have sustained strong US sedan sales as American manufacturers have shifted to SUVs and trucks, and some domestic manufacturers have reconsidered line-ups amid concerns over affordability and evolving consumer preferences.


Connexion Mobility to provide OnTRAC to GM Canada
Connexion Mobility has signed an agreement with General Motors Canada and has agreed to supply its OnTRAC software for the Enhanced Exposure Program, which has been scheduled for February and has been designed to improve dealer vehicle management.


US rules cap GVWR for GM electric trucks
Automakers have been forced to cap GVWRs under 10,001 lb by FMCSA rules, have prompted GM to derate Silverado EVs and have limited payloads; trade groups have proposed a 2,000‑pound EV weight credit.


Connexion Mobility to supply OnTRAC to GM Canada
Connexion Mobility has signed an agreement to provide its OnTRAC platform to General Motors Canada for the national launch of the Enhanced Exposure Programme scheduled for February.


US EV Pullback Boosts China's Auto Market Influence
US automakers have scaled back EV investment while Chinese manufacturers have expanded exports and market share, prompting concerns about competitive displacement, tariffs and strategic recalibration as legacy producers have recorded substantial EV-related write-downs.


GM posts strong 2025 results, boosts capital returns
General Motors has reported robust 2025 results, has raised its dividend by 20% and has authorised a $6 billion buyback, has ended the year with about $21.7 billion cash and its shares have risen over 70% in the past year.


GM integrates Electrify America into branded apps
GM has added Electrify America network access to its myChevrolet, myGMC and myCadillac apps, enabling route planning, real-time station availability, session monitoring and in-app payment for over 5,000 public chargers.


GM aims to lead US vehicle assembly amid tariff costs
General Motors has signalled a target to lead US vehicle assembly, has forecast $3–4bn in tariff costs and has outlined plans to raise domestic production to about two million units to mitigate import-related levies.


GM Beats Q4 Estimates, Raises Dividend and Buyback
General Motors has exceeded fourth-quarter earnings expectations, has raised its quarterly dividend by 20% and authorised a US$6bn share buyback, and has issued 2026 profit guidance while reporting marginally lower revenue and substantial one-off charges.


US auto industry faces affordability and demand risks
Executives and analysts have prepared contingency plans as the US auto industry has faced rising vehicle prices, weakening consumer demand and pending trade negotiations, prompting manufacturers to shift towards lower-priced models and adopt cautious 2026 guidance.


GM to onshore Buick compact SUV production
General Motors has announced relocation of next-generation Buick compact SUV production from China to its Fairfax Assembly plant in Kansas City, effective 2028, and has said the move has reinforced its US manufacturing footprint and has supported jobs.


US automakers expand into energy-storage market
US automakers are converting battery capacity to grid and residential energy storage, leveraging factory investments amid uncertain EV sales and rising electricity demand from data centres.


General Motors' new Detroit headquarters unveiled
General Motors has opened a 200,000 sq ft headquarters in Hudson's Detroit development, consolidating four floors with historical displays and collaborative workspaces designed for post-pandemic hybrid working.


GM leads US automakers with 2025 share gains
GM's shares rose over 55% in 2025, driven by stronger-than-expected earnings, cash generation, share buybacks and analyst upgrades; executives reduced personal holdings while buybacks continue.


GM files trademark for Horizon Display vehicle screens
GM filed a US trademark for 'Horizon Display' for embedded vehicle screens, aligning with its planned centralised vehicle computing platform and potential enhanced display and OTA capabilities from 2028.


Automakers recalibrate EV strategies amid market shift
US automakers are reducing EV investment, reallocating capacity to trucks, hybrids and SUVs after incentive changes and weaker EV demand; significant write-downs and strategy adjustments are underway.


GM integrates Apple Music natively in select vehicles
GM will roll out Apple Music natively on select 2025+ Cadillac and Chevrolet models, offering built-in streaming and eight years of complimentary OnStar Basics connectivity in the US and Canada.


GM consolidates product and technology under Anderson
GM has centralised product, software, battery and manufacturing functions under Chief Product Officer Sterling Anderson to unify vehicle development, while several senior technology executives have departed amid the restructuring.


US Lowers Tariffs on South Korean Vehicles to 15%
US reduces vehicle tariffs on South Korean imports to 15%, lowering costs for Hyundai and General Motors and affecting trade and production economics for US vehicle imports.


Third senior software executive to leave GM
General Motors consolidates vehicle software engineering and global product under Chief Product Officer Sterling Anderson; senior vice-president Baris Cetinok will depart on 12 December amid related leadership changes.


GM Cuts Over 1,700 Jobs at US EV Manufacturing Plants
General Motors has laid off over 1,700 employees across Michigan and Ohio sites, citing slower near-term electric vehicle market growth and regulatory changes impacting production capacity.


GM Unveils Conversational AI and Eyes-Off Driving Strategy
General Motors plans to introduce conversational AI powered by Google Gemini in 2026 and an eyes-off autonomous driving mode in 2028, leveraging new vehicle-computer architecture.


GM Ends BrightDrop Electric Van Production at Canadian Plant
General Motors has ceased production of its BrightDrop electric delivery vans in Ontario, citing slow commercial EV market growth and regulatory changes impacting incentives.


GM to Launch Advanced AI and Autonomous Driving Tech by 2028
General Motors plans to introduce Google AI-driven assistant and hands-free, eyes-off driver-assistance system by 2028, alongside new computing platforms and energy leasing services.


GM Anticipates 2026 Earnings to Surpass 2025 Forecasts
General Motors projects its 2026 earnings to exceed the revised 2025 guidance, supported by cost management and continued share repurchases, while targeting improved profit margins in North America.


General Motors Q3 Earnings Expected to Decline
General Motors is forecast to report a 7.2% revenue decline and 22% fall in adjusted EPS for Q3, amid tariff impacts, supply chain shifts, and EV strategy adjustments.


GM to Record $1.6bn Charge Due to EV Strategy Reassessment
General Motors will report a $1.6 billion charge linked to adjustments in its electric vehicle plans, reflecting ongoing reassessment amid changing market and regulatory conditions.


Detroit Automakers' Shares Rise on Potential US Tariff Relief
Detroit automakers' shares increased following reports of potential US tariff relief on domestically produced vehicles, possibly reducing costs for major car manufacturers.


Tesla, GM Lead Record US Electric Vehicle Sales in 2024
US electric vehicle sales surpassed 1 million units through September 2024, with Tesla and General Motors leading market share amid ending federal purchase incentives.


US Electric Vehicle Demand Faces Decline Post Federal Incentives
Following the end of federal EV purchase incentives, US automakers anticipate a temporary drop in electric vehicle demand despite record sales in 2025, prompting production and staffing adjustments.


Honda Halts US Production of Acura ZDX EV Assembled by GM
Honda has cancelled US production of the Acura ZDX electric crossover at GM's Tennessee plant, citing market conditions. Production of other Honda EVs will continue at different locations.


GM to Temporarily Import EV Batteries from Chinese Supplier CATL
GM will import lithium iron phosphate batteries from China's CATL temporarily while developing domestic production capabilities, aiming to produce LFP and advanced prismatic cells in the US by 2027.


GM to Source EV Batteries from China's CATL Temporarily
General Motors will import electric vehicle batteries from CATL while developing domestic lithium-iron-phosphate production targeted for 2027.


Chevrolet Silverado EV Sets New Range Record of 1,059 Miles
GM's 2026 Chevrolet Silverado EV Work Truck achieved a world-record range of 1,059 miles on a single charge, demonstrating potential efficiency improvements for future electric vehicle development.


GM and Redwood Materials Advance US Battery Energy Storage Systems
GM and Redwood Materials collaborate to accelerate deployment of US-made new and second-life batteries for energy storage, supporting increasing power demands from AI and electrification sectors.


GM Secures Second Position in US Electric Vehicle Market
General Motors positions itself as the second-largest US EV manufacturer, leveraging a diverse portfolio of electric and combustion vehicles to manage fluctuating market demand.


General Motors Q2 Earnings Forecast Amid Tariff Challenges
General Motors is expected to report Q2 2024 earnings with revenue and adjusted EPS forecasted to decline due to ongoing US auto tariffs impacting full-year guidance.


Ultium Cells to Upgrade Tennessee Plant for LFP EV Batteries
Ultium Cells will enhance its Tennessee facility to produce low-cost lithium iron phosphate battery cells, expanding its EV battery portfolio with commercial production planned by late 2027.


Ultium Cells to upgrade Tennessee plant for LFP battery production
Ultium Cells will enhance its Tennessee facility to produce low-cost lithium iron phosphate battery cells, with commercial production expected by late 2027, complementing existing chemistries.


SAIC-GM Launches Buick GL8 with 5C Plug-In Hybrid Battery
SAIC-GM introduces the Buick GL8 Luzun, the first plug-in hybrid MPV with a 5C lithium battery, offering an extended electric range and rapid charging capabilities.


GM to Expand Gas-Powered SUV and Truck Production in Michigan
General Motors will begin producing the Cadillac Escalade and additional pickup trucks at its Michigan Orion Assembly plant in 2027, responding to sustained customer demand.


