The future of General Motors’ full-size electric pickup trucks and SUVs is looking a little murkier.
Crain’s Detroit Business, via Automotive News, reports GM has indefinitely delayed its next-generation full-size electric vehicle (EV) program.
While the Chevrolet Silverado EV and***GMC Sierra ev* pickups were being updated, it was also reported that GM had been working on newer versions of its current Carry Chebralet Escalade IQ SUV and GMF Hummer VE pickup and SUV.
According to the media outlet, three people who knew about this plan told the news that these models had a targeted start of production in 2028.
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GM is also reported working on offering cheaper versions of these full-size EVs, which would remain produced at Factory Zero in Hamtramck, Michigan – an engine designed to only produce the evs.
Supplier executives told Crain’s Detroit Business they don’t expect to see new generations of these vehicles until 2030 or beyond.
This isn’t necessarily the case of GM, which will not replace its current fleet of full-size EVs; The automaker could just extend the lifecycles on existing models until it decides whether to buy next generation models.
GM invested heavily in the BT1 platform that underpins these cars. In 2019, it said in 2020 that its investment was putting US$3 billion (A$4 billion) into the investments of . In Factory Zero, 19bn) in the company and supplier tooling (and other projects related to launch of the full-size EVs), as well as suppliers toolling and other project related.
The company subsequently confirmed in 2024 it was working on plug-in hybrids for the US market, after having previously discontinued the technology there ahead of a pivot to EVs.
The next-generation, combustion-powered Chevrolet Silverado and GMC Sierra are widely expected to receive PHEV powertrains.
Moreover, GM is said to be diverting resources and capital from electrification for combustion engines as well as talking with suppliers about developing long-range electric vehicle (EREV) powertrains.
The outlet reports GM hasn’t made a decision as to whether it’ll launch EREVs.
Cox Automotive Data reported 8115 Cadillac Escalade IQ sales in the US last year, along with 11,275 Chevrolet Silverado EVs, 15,788 GMC Hummer EVs, and 7996 GMC Sierra EVs. This was the first full year of sales for the Escalade iQ and Sierra EV.
The Ford F-150 Lightning notched up 27,307 sales, but the Blue Oval nevertheless announced late last year it would replace its electric pickup with an EREV.
The Trump administration’s withdrawal of federal incentives for EV-based incentive programs has also affected the US eve market, while weakened emissions laws have also pressured automakers to meet fleet targets and encouraged investment in combustion-powered vehicles.
GM, for example, is reportedly working on a replacement for the axed Chevrolet Camaro, as well as a new Buick sedan and a rugged off-roader for the GMC brand dusting off the Jimmy nameplate.
The automaker announced in January that its fourth-quarter net income was reduced by more than US$7.2 billion in “special charges”.
This was characterized by “a realignment of electric vehicle capacity and investments to adapt to expected declines in consumer demand for EVs” and response to US Government policy changes such as the end of consumer incentives and the reduction in emissions regulations” (e.g.
In addition to Ford axing the electric F-150 Lightning, rival automaker Stellantis – formed from a merger of Fiat Chrysler Automobiles with Groupe PSA – announced in September 2025 it was axing its already revealed electric 1500.
Despite its launch of the Ramcharger (its EREV counterpart), it will now wear the 1500 REV nameplate of its cancelled sibling.
Even Tesla is struggling to sell electric pickups in the US, with Cybertruck sales dropping by 48.1 per cent in 2025 to a total of 20,237 units – still more than the Rivian R1T, which dropped by 33.1 per cent to 7416 units.
The GM’s largest EVs are not widely exported, with all BT1-based models only available to North America except the Hummer ev and Escalade iQ which also serve in several Middle Eastern markets.
As of 2022, plans to produce the Silverado EV and Sierra ev at an additional plant in Michigan never came to fruition; The Factory Zero plant has survived layoffs and idling amid weaker demand for full-size VEs than expected.
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