Tuesday, July 15, 2025

GM -- Update -- Mid-Year 2025

GM: will invest $4 billion in US manufacturing plants. This is huge. The emphasis will be on high-margin, large, gasoline-guzzling SUVs and pick-up trucks.

Announced June 10, 2025:

Plants in Michigan, Kansas, and Tennessee will expand finished vehicle production of several of GM’s most popular vehicles:

  • Orion Assembly, Orion Township, Michigan: GM will begin production of gasoline-powered full-size SUVs and light duty pickup trucks at Orion in early 2027 to help meet continued strong demand. As a result, GM’s Factory ZERO in Detroit-Hamtramck, Michigan will be the dedicated assembly location for the Chevrolet Silverado EV, GMC Sierra EV, Cadillac ESCALADE IQ, and GMC HUMMER EV pickup and SUV.
  • Fairfax Assembly, Kansas City, Kansas: Fairfax Assembly will support production of the gasoline-powered Chevrolet Equinox beginning in mid-2027. Sales of the recently redesigned Equinox were up more than 30% year-over-year in the first quarter of 2025. Fairfax remains on track to begin building the 2027 Chevrolet Bolt EV by the end of this year. GM expects to make new future investments in Fairfax for GM’s next generation of affordable EVs.
  • Spring Hill Manufacturing, Spring Hill, Tennessee: GM will add production of the gasoline-powered Chevrolet Blazer at Spring Hill starting in 2027, alongside the Cadillac LYRIQ and VISTIQ EVs, and the Cadillac XT5.

July 15, 2025: update from GM via Reuters, just part of the entire press release:

General Motors said on Tuesday it will move production of the Cadillac Escalade to a Michigan assembly plant, while adding new capacity for gasoline-powered Chevrolet Silverado and GMC Sierra light-duty pickups at the same facility.

The Escalade is currently produced in Arlington, Texas, alongside other large SUVs such as the GMC Yukon, Chevrolet Suburban and Chevy Tahoe. Production at Arlington is expected to remain consistent after the Escalade moves to Michigan.

The automaker will be adding production of the Silverado and Sierra trucks at its Orion Township, Michigan factory, in addition to existing production in Fort Wayne, Indiana. The gasoline-powered trucks and SUVs are among GM's biggest money makers.

GM told Reuters the moves would "help meet continued strong customer demand."

GM said it will begin manufacturing the SUVs and light-duty pickup trucks at its Orion Assembly plant in early 2027. Orion Assembly was previously slated to build electric trucks starting next year.

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