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Sparks

Automakers Are Quietly Slowing Down Their Plans for Electric Pickups

Did American car companies misread what EV buyers want?

The GM Orion assembly plant.
Heatmap Illustration/Getty Images

General Motors is pushing back plans to convert its Orion assembly plant in Lake Orion, Michigan. Instead of completing its transition from producing electric cars to electric pickup trucks by 2024, the updated factory won’t be ready till late 2025. In a statement, a spokesperson for GM told me the delay was “to better manage capital investment while aligning with evolving EV demand.”

It’s another indication that there’s a mismatch between the types of electric vehicles that Americans want to buy and the types of EVs — or, really, electric trucks — that American automakers, with ample encouragement and subsidies, want to produce.

Early last year, General Motors announced that it would invest $4 billion into the plant, which was being used for the production of the soon-to-be cancelled-but-much-loved Chevy Bolt, the electric sedan. But earlier this year, GM clarified that it was going to halt Bolt construction as part of its transition to selling electric trucks. The company said it planned to have capacity to build some 600,000 trucks annually once the Orion plant was retooled for truck production. The plant currently employs over 1,200 workers, and the company’s chief executive said on an earnings call in April that eventually employment would triple as the plant reached its full potential to churn out electric Chevy Silverados and GMC Sierras.

“We’ll need this capacity because our trucks more than measure up to our customers’ expectation, and we’ll demonstrate that work and EV range are not mutually exclusive terms for Chevrolet and GMC trucks. So stay tuned,” Barra said on the April earnings call.

But as Kevin Williams has detailed for Heatmap, American EV buyers might not be that interested in electric trucks — and that lack of enthusiasm seems to finally be showing up on factory floors. Yahoo Finance reported Monday that Ford was cutting a shift at the assembly plant that produces the F-150 Lightning, the electric version of its top-selling vehicle, which has seen falling demand recently.

The shutting down of Bolt production at the end of the year and the delay of truck production until late 2025 could leave workers in the lurch, but the GM spokesperson told me the move is unrelated to the ongoing strike by United Auto Workers and that Orion workers will be offered other opportunities in Michigan.

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Matthew Zeitlin profile image

Matthew Zeitlin

Matthew is a correspondent at Heatmap. Previously he was an economics reporter at Grid, where he covered macroeconomics and energy, and a business reporter at BuzzFeed News, where he covered finance. He has written for The New York Times, the Guardian, Barron's, and New York Magazine.

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Plus answers to other pressing questions about the offshore wind project.

A broken wind turbine.
Illustration by Simon Abranowicz

The blade that snapped off an offshore turbine at the Vineyard Wind project in Massachusetts on July 13 broke due to a manufacturing defect, according to GE Vernova, the turbine maker and installer.

During GE’s second quarter earnings call on Wednesday, CEO Scott Strazik and Vice President of Investor Relations Michael Lapides said there was no indication of a design flaw in the blade. Rather, the company has identified a “material deviation” at one of its factories in Gaspé, Canada.

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Elon Musk pledged a huge campaign donation. Also, Trump is suddenly cool with electric vehicles.

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When former President Donald Trump addressed a crowd of non-union autoworkers in Clinton Township, Michigan, last fall, he came with a dire warning: “You’re going to lose your beautiful way of life.” President Biden’s electric vehicle transition, Trump claimed, would be “a transition to hell.”

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Wind Is More Powerful Than J. D. Vance Seems to Think

Just one turbine can charge hundreds of cell phones.

J.D. Vance.
Heatmap Illustration/Getty Images

It’s a good thing most of us aren’t accountable for every single silly thing we’ve ever said, but most of us are not vice presidential running mates, either. Back in 2022, when J.D. Vance was still just a “New York Times bestselling author” and not yet a “junior senator from Ohio,” much less “second-in-line to a former president who will turn 80 in office if he’s reelected,” he made a climate oopsie that — now that it’s recirculating — deserves to be addressed.

If Democrats “care so much about climate change,” Vance argued during an Ohio Republican senator candidate forum during that year, “and they think climate change is caused by carbon emissions, then why is their solution to scream about it at the top of their lungs, send a bunch of our jobs to China, and then manufacture these ridiculous ugly windmills all over Ohio farms that don’t produce enough electricity to run a cell phone?”

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