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Ford Already Backed Away From One EV Truck, Now GM Is Backing Away From Four

  • GM reportedly pauses next-gen full-size electric truck development.
  • Gas V8s, hybrids and range extenders are suddenly more important.
  • Current-generation EV trucks stay alive, but future refresh looks hazy.

General Motors spent years telling us electric pickups were the next great American migration. Now the convoy appears to have missed an exit because reports claim GM has indefinitely paused development of its next-generation full-size EV trucks.

According to a piece by Crain’s Detroit, GM had been developing updated and lower-cost successors for the electric Chevrolet Silverado EV, GMC Sierra EV, Cadillac Escalade IQ, and GMC Hummer EV lineup, with production previously targeted for 2028.

Related: GM Pauses Production Of Two Hyped-Up EVs, Sending 1,300 Workers Home

But suppliers were reportedly told the program has been halted, with no replacement timeline offered. Industry watchers now don’t expect fresh full-size GM electric trucks before 2030, and they could end up arriving much later.

That doesn’t mean GM’s current EV trucks are dead. Existing models will continue rolling out of the under-utlilized Factory Zero in Detroit-Hamtramck, the story says, and experts think the Escalade IQ is important enough to Cadillac’s plans to keep in production. But it does suggest GM wants to spend more R&D time and money on products customers are actually buying in larger numbers right now. Ones that run on gasoline.

The company is said to be redirecting resources toward its upcoming T1-2 internal-combustion truck platform, which is expected to power future full-size pickups and SUVs. Orion Assembly, once earmarked for electric trucks, and now thriving after switching to ICE versions, is now reportedly preparing for future gas-powered models.

Hybrids And Range Extenders

 Ford Already Backed Away From One EV Truck, Now GM Is Backing Away From Four

Crain’s Detroit sources also claim plug-in hybrid versions of the Silverado and Sierra are in the mix, while GM has discussed range-extended EV tech with suppliers. It’s an idea rivals are already chasing. Ram is expected to launch a range-extended pickup first, while Ford has signaled similar plans after backing away from the idea of renewing the all-electric F-150 Lightning.

No More Federal Handouts, Or Directives

None of this is happening in a vacuum. EV tax credits have been rolled back, emissions rules have softened, and demand for expensive electric pickups hasn’t exactly set sales charts on fire. Big batteries and six-figure stickers remain a hard sell for many truck buyers, though GM refused to comment on the report that its EV plans have been axed.

β€œWe have not disclosed any potential plans or timing for any next-generation battery electric trucks and we’re not going to engage in speculation,” a GM spokesperson told Crain’s Detroit.

GM still says the long-term destination is electric, and it probably is. But right now, Detroit’s most profitable vehicles are trucks, and trucks and their buyers can’t kick their gasoline habit.

 Ford Already Backed Away From One EV Truck, Now GM Is Backing Away From Four

GM

GM Pauses Production Of Two Hyped-Up EVs, Sending 1,300 Workers Home

  • GM’s Factory Zero will be idled from March 16 to April 13.
  • Shutdown affects 1,300 workers, who face temporary layoff.
  • Hummer EV sales dropped nearly 50 percent in Q4 2025.

Demand for GM’s electric vehicles in the US is so poor that the carmaker has revealed Factory Zero in Detroit, its all-electric vehicle hub, will be idled until April 13. Production at the site has already been paused since March 16, so it’ll be offline for almost an entire month.

Due to the production pause, roughly 1,300 workers will be temporarily laid off by the car manufacturer. This news is just the latest blow for those who work at the site, as output at Factory Zero was already cut by almost 50 percent in January when it moved to a single-shift operation. This prompted GM to put 1,200 workers on indefinite layoff.

Read: GM Is Boosting Production Of Its Biggest Gas Guzzlers, Fuel Prices Be Damned

The plant handles production of models including the Chevrolet Silverado EV and Hummer EV, but sales have slowed since the US government axed the $7,500 federal EV tax credit.

In the last quarter of 2025, Chevy sold 1,896 Silverado EVs, down 12.9 percent from the 2,176 in 2024. Interestingly, total 2025 sales reached 11,275, which was 51.8 percent higher than 2024.

GMC Hummer EV Collapse

 GM Pauses Production Of Two Hyped-Up EVs, Sending 1,300 Workers Home

The GMC Hummer EV is starting to feel the effects of shifting government policy. Sales dropped 49.8 percent in the final quarter of 2025, falling from 5,091 units to 2,555. That slide carried straight into 2026, with just 1,653 units moved in Q1, down 52.5 percent from the 3,479 sold a year earlier.

The GMC Sierra EV, meanwhile, managed to buck the trend. It posted 1,288 deliveries in Q1 2026, narrowly beating the 1,249 units from the same period in 2025. In a tough stretch for Factory Zero, that modest gain stands out as one of the few positives.

Like some of the competition, GM is pulling back from its EV commitments, confirming it will take $7.6 billion in charges for scaling back its EV spending. While GM boss Mary Barra still refers to EVs as the company’s β€œend game,” The General is making changes in the meantime. This includes working on several plug-in hybrid models, details of which still remain thin on the ground.

GM also recently announced it’s boosting production of some of its biggest gas guzzlers, namely the Chevrolet Silverado 2500 and 3500, in addition to the GMC Sierra 2500 and 3500.

 GM Pauses Production Of Two Hyped-Up EVs, Sending 1,300 Workers Home
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