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General Motors increases EV investment by 75% through 2025

(Credit: AutoGuide.com)

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General Motors has increased its electric vehicle investment by 75%, from $20 billion to $35 billion through 2025, the company announced on Wednesday.

The additional $15 billion investment will help support GM in its quest to develop electric and autonomous vehicles, as well as “accelerate its transformative strategy to become the market leader in EVs in North America; the global leader in battery and fuel cell technology through its Ultium battery platform and HYDROTEC fuel cells; and through Cruise, be the first to safely commercialize self-driving technology at scale.”

GM announced a while back in March 2020 that it would commit $20 billion to EV and AV programs from 2020 to 2025. The plan is to eventually transition its entire fleet of vehicles to be fully electric, but the company doesn’t plan to accomplish this until 2035. Nevertheless, the company seems to be relatively serious about its transition into sustainable forms of passenger transportation, even if the goal of 2035 isn’t lofty enough for some.

The Detroit-based GM entered the EV sector with the EV1 in 1996, which used a 16.5-18.7 kWh lead-acid battery in its earliest versions. The car ultimately never made it to mass production, and it was listed on TIME’s “50 Worst Cars of All-Time” list, which is harsh considering it was one of the first attempts at a battery-powered vehicle in the modern age.

GM has been relatively successful in its quest for EV powertrains in the 21st century. The Chevrolet Bolt is its main EV at the current time, which has sold relatively well in the grand scheme of things. However, the company is planning to continue launching new models in the future, most notably the GMC Hummer EV. GM also plans to roll out the Cadillac LYRIQ and the Chevrolet Silverado electric pickup in the coming years.

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“We are investing aggressively in a comprehensive and highly-integrated plan to make sure that GM leads in all aspects of the transformation to a more sustainable future,” CEO and Chairwoman Mary Barra said.

“GM is targeting annual global EV sales of more than 1 million by 2025, and we are increasing our investment to scale faster because we see momentum building in the United States for electrification, along with customer demand for our product portfolio.”

Among the obvious point of expanding its product line in general, GM outlined several other finer points of its expanded investment in a press release.

  • Accelerating Ultium battery cell production in the United States: GM is accelerating plans to build two new battery cell manufacturing plants in the United States by mid-decade to complement the Ultium Cells LLC plants under construction in Tennessee and Ohio. Further details about these new U.S. plants, including the locations, will be announced at a later date.
  • Commercializing U.S.-made Ultium batteries and HYDROTEC fuel cells: In addition to collaborating with Honda to build two EVs using Ultium technology – one SUV for the Honda brand and one for the Acura brand – GM announced June 15 it has signed a memorandum of understanding to supply Ultium batteries and HYDROTEC fuel cells to Wabtec Corporation, which is developing the world’s first 100 percent battery-powered locomotive.
    • Separately, GM will supply HYDROTEC to Navistar, Inc., which is developing hydrogen-powered heavy trucks to launch in 2024, and Liebherr-Aerospace, which is developing hydrogen-powered auxiliary power units for aircraft. Lockheed Martin and GM also are teaming up to develop the next generation of lunar vehicles to transport astronauts on the surface of the Moon, leveraging GM’s expertise in electric propulsion and autonomous technology.
    • Today, GM is confirming plans to launch its third-generation HYDROTEC fuel cells with even greater power density and lower costs by mid-decade. GM manufactures its fuel cells in Brownstown Charter Township, Michigan, in a joint venture with Honda.
  • Expanding and accelerating the rollout of EVs for retail and fleet customers: In November 2020, GM announced it would deliver 30 new EVs by 2025 globally, with two-thirds available in North America. Through the additional investments announced today, GM will add to its North America plan new electric commercial trucks and other products that will take advantage of the creative design opportunities and flexibility enabled by the Ultium Platform.  In addition, GM will add additional U.S. assembly capacity for EV SUVs. Details will be announced at a later date.
  • Safely deploying self-driving technology at scale: Cruise, GM’s majority-owned subsidiary, recently became the first company to receive permission from regulators in California to provide a driverless AV passenger service to the public. Cruise also was recently selected as the exclusive provider of AV rideshare services to the city of Dubai and is working with Honda to begin development of an AV testing program in Japan. In addition, GM Financial will provide a multi-year, $5 billion credit facility for Cruise to scale its Cruise Origin fleet. Developed through a partnership between GM, Honda, and Cruise, the Cruise Origin will be built at GM’s Factory ZERO Detroit-Hamtramck Assembly Center starting in early 2023.

The focus for Barra is based on the Earth, and making it a better place through sustainability, she said.

“There is a strong and growing conviction among our employees, customers, dealers, suppliers, unions, and investors, as well as policymakers, that electric vehicles and self-driving technology are the keys to a cleaner, safer world for all.”

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Elon Musk argues lidar and radar make self driving cars more dangerous

The CEO is not just stating that using sensors like lidar is unnecessary to achieve self-driving.

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Credit: Tesla/YouTube

Elon Musk is taking a firmer stance in the vision vs lidar debate for autonomous driving. In his more recent comments, the CEO is not just stating that using sensors like lidar is unnecessary to achieve self-driving. 

Musk is stating that using lidar actually makes self-driving cars more dangerous. 

Uber CEO’s comments

During a recent interview, Uber CEO Dara Khosrowshahi shared his thoughts on the autonomy race. As per the CEO, he is still inclined to believe that Waymo’s approach, which requires outfitting cars with equipment such as lidar and radar, is necessary to achieve superhuman levels of safety for self-driving cars. 

“Solid state LiDAR is $500. Why not include lidar as well in order to achieve super human safety. All of our partners are using a combination of camera, radar and LiDAR, and I personally think that’s the right solution, but I could be proven wrong,” the Uber CEO noted.

Elon Musk’s rebuttal

In response to the Uber CEO’s comments, Elon Musk stated that lidar and radar, at least based on Tesla’s experience, actually reduce safety instead of improving it. As per the Tesla CEO, there are times when sensors such as lidar and radar disagree with cameras. This creates sensor ambiguity, which, in turn, creates more risk. Musk then noted that Tesla has seen an improvement in safety once the company focused on a vision only approach. 

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“Lidar and radar reduce safety due to sensor contention. If lidars/radars disagree with cameras, which one wins? This sensor ambiguity causes increased, not decreased, risk. That’s why Waymos can’t drive on highways. We turned off the radars in Teslas to increase safety. Cameras ftw,’ Musk wrote.

Musk’s comments are quite notable as Tesla was able to launch a dedicated Robotaxi pilot in Austin and the Bay Area using its vision-based autonomous systems. The same is true for FSD, which is quickly becoming notably better than humans in driving. 

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Tesla Model Y L sold out for September 2025

This was hinted at in Tesla China’s configurator for the all-electric crossover.

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Credit: Tesla China

It appears that the Tesla Model Y L has been sold out in China for September 2025. This was hinted at in Tesla China’s configurator for the all-electric crossover.

Model Y L deliveries

Since the Model Y L’s official launch earlier this month, Tesla has been pretty consistent in the idea that the extended wheelbase variant of its best-selling vehicle will see its first deliveries sometime in September. This was quite an impressive timeframe for Tesla, considering that the Model Y L has only been launched this August. 

Nevertheless, both Tesla China’s Model Y configurator and comments from company executives have noted that the vehicle will see its first customer deliveries in September. “Tesla cars are fun to drive alone, whether you have children or how many children, this car can meet all your needs. We will deliver in September and wait for you to get in the car,” Tesla China VP Grace Tao wrote on Weibo.

Credit: Tesla China

October 2025 deliveries

A look at Tesla China’s order page as of writing shows that the earliest deliveries for the Model Y L, if ordered today, would be October 2025 instead. This suggests that the six-seat Model Y variant has effectively been sold out for September. This bodes well for the vehicle, and it suggests that it is a variant that may be able to raise Tesla’s sales numbers in China, as well as territories where the Model Y L could be exported.

Rumors of the Model Y L’s strong sales have been abounding. After the vehicle’s launch, industry watchers estimated that Tesla China has received over 35,000 orders for the Model Y L in just one day. Later estimates suggested that the Model Y L’s orders have breached the 50,000 mark.

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Starship Flight 10 rescheduled as SpaceX targets Monday launch

SpaceX said it is now targeting Monday evening for Starship’s 10th flight test.

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Credit: SpaceX/X

SpaceX stood down from its planned Starship Flight 10 on Sunday evening, citing an issue with ground systems. 

The launch attempt was scheduled during a one-hour window that opened at 7:30 p.m. ET, but it was called off just 17 minutes before the window opened. SpaceX said it is now targeting Monday evening for Starship’s 10th flight test.

Flight 10 rescheduled

A lot of excitement was palpable during the lead up to Starship Flight 10’s first launch window. After the failures of Starship Flight 9, many were interested to see if SpaceX would be able to nail its mission objectives this time around. Starship itself seemed ready to fly, with the upper stage being loaded with propellant as scheduled. Later on, SpaceX also noted that Starship’s Super Heavy booster was also being loaded with propellant.

However, 17 before the launch window opened, SpaceX noted that it was “standing down from today’s tenth flight of Starship to allow time to troubleshoot an issue with ground systems.” Elon Musk, in a post on X, further clarified that a “ground side liquid oxygen leak needs to be fixed.” Musk did state that SpaceX will attempt Flight 10 again on Monday, August 25, 2025.

Starship and SpaceX’s development goals

The fully integrated Starship system is the tallest and most powerful rocket ever built, standing over 400 feet when stacked. Composed of the reusable Super Heavy booster and the Starship upper stage, the vehicle is central to SpaceX’s long-term ambitions of lunar and Martian missions. NASA has already selected Starship as the crewed lunar lander for Artemis, with its first astronaut landing mission tentatively set for 2027, as noted in a Space.com report.

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So far, Starship has flown nine times from Starbase in Texas, with three launches this year alone. Each flight has offered critical data, though all three 2025 missions encountered notable failures. Flight 7 and Flight 8 ended in explosions less than 10 minutes after launch, while Flight 9 broke apart during reentry. Despite setbacks, SpaceX has continued refining Starship’s hardware and operations with each attempt. Needless to say, a successful Flight 10 would be a significant win for the Starship program.

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