Connect with us
gm-ceo-mary-barra-gm-ev-day gm-ceo-mary-barra-gm-ev-day

News

GM and Ford’s EV production plans for the US have leaked, and they are a joke

GM CEO Mary Barra speaking at the company's EV Day on March 4, 2020. Credit: Tesla Daily Podcast

Published

on

It appears that Tesla will remain the only serious electric car maker in the United States for quite some time. This is because despite the grand gestures and proclamations of an electric car-centric future from American automakers General Motors and Ford, the two companies’ actual production plans for North America are still centered on large, internal combustion-powered vehicles. 

According to detailed production plans from GM and Ford that were viewed by Reuters, the two biggest American automakers will be making 5 million petrol-powered SUVs and pickup trucks in 2026, and only 320,000 electric vehicles. That’s just about 5% of Ford and GM’s combined vehicle production in North America, and less than Tesla’s output in 2019 from its one factory in Fremont, CA. 

Putting it mildly, a production target of 320,000 electric vehicles in 2026 is a joke. Both companies, after all, have been insisting that they are all-in on an electric car push. Earlier this month, GM CEO Mary Barra announced a $20 billion project to bring a million EVs to market by the middle of the 2020s, though most of these vehicles will be sold in China. Ford is the same, with Executive Chairman Bill Ford stating that the company is “all-in” on an electric car push. 

If GM and Ford’s production plans for North America are any indication, it appears that a lot of these optimistic EV-centric statements may be just that: statements, and nothing more. According to data from AutoForecast Solutions, GM and Ford’s North American production of SUV models will outpace traditional cars by over 8:1 in 2026. Among these SUVs, 93% will be petrol-powered. 

Advertisement

Reuters noted that AutoForecast’s data is based on planning information provided to suppliers by the carmakers themselves. Interestingly enough, Ford and GM executives did not dispute the accuracy of the data when they were interviewed by the publication. On the contrary, Hau Thai-Tang, Ford’s chief product development and purchasing officer, argued that the strategy simply makes sense. “We’re trying to time this with the natural demand of consumers (so) we’re not forced to do artificial things, and we don’t violate the laws of economics,” he said. 

Doug Parks, GM’s executive vice president of global product development, purchasing, and supply chain, was on the same page. “We want to meet customer demand with the best possible (carbon) footprint on the planet to help improve the CO2 (carbon dioxide) situation,” he said. 

Considering these statements, it seems almost strange that the Big Two American automakers have been announcing their supposed dedication towards electrification. For AutoForecast vice president Sam Fiorani, this is most likely motivated by Ford and GM’s desire to placate Wall Street, which expects EVs to become mainstream in the near future. 

“GM and Ford understand that buyers want more SUVs and trucks, but they’re also trying to play to Wall Street, which thinks the future is all about electric vehicles. The Detroit automakers would love to get a little of that Tesla magic and money,” he said. 

Advertisement

With such a strategy in place for North America, Ford and GM’s upcoming electric cars risk becoming yet another generation of compliance cars. This is a shame, as some EVs announced by the two automakers have the potential to cause some serious disruptions in the auto market. Among these is the Ford Mustang Mach-E, a vehicle that matches the Tesla Model Y on paper, and the GMC Hummer EV, a monster of a pickup that can be a rival to Tesla’s Cybertruck. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

Advertisement
Comments

Elon Musk

Tesla Full Self-Driving’s newest behavior is the perfect answer to aggressive cars

According to a recent video, it now appears the suite will automatically pull over if there is a tailgater on your bumper, the most ideal solution for when a driver is riding your bumper.

Published

on

Credit: Tesla

Tesla Full Self-Driving appears to have a new behavior that is the perfect answer to aggressive drivers.

According to a recent video, it now appears the suite will automatically pull over if there is a tailgater on your bumper, the most ideal solution for when a driver is riding your bumper.

With FSD’s constantly-changing Speed Profiles, it seems as if this solution could help eliminate the need to tinker with driving modes from the person in the driver’s seat. This tends to be one of my biggest complaints from FSD at times.

A video posted on X shows a Tesla on Full Self-Driving pulling over to the shoulder on windy, wet roads after another car seemed to be following it quite aggressively. The car looks to have automatically sensed that the vehicle behind it was in a bit of a hurry, so FSD determined that pulling over and letting it by was the best idea:

Advertisement

Advertisement

We can see from the clip that there was no human intervention to pull over to the side, as the driver’s hands are stationary and never interfere with the turn signal stalk.

This can be used to override some of the decisions FSD makes, and is a great way to get things back on track if the semi-autonomous functionality tries to do something that is either unneeded or not included in the routing on the in-car Nav.

FSD tends to move over for faster traffic on the interstate when there are multiple lanes. On two-lane highways, it will pass slower cars using the left lane. When faster traffic is behind a Tesla on FSD, the vehicle will move back over to the right lane, the correct behavior in a scenario like this.

Perhaps one of my biggest complaints at times with Full Self-Driving, especially from version to version, is how much tinkering Tesla does with Speed Profiles. One minute, they’re suitable for driving on local roads, the next, they’re either too fast or too slow.

Advertisement

When they are too slow, most of us just shift up into a faster setting, but at times, even that’s not enough, see below:

Advertisement

There are times when it feels like it would be suitable for the car to just pull over and let the vehicle that is traveling behind pass. This, at least up until this point, it appears, was something that required human intervention.

Now, it looks like Tesla is trying to get FSD to a point where it just knows that it should probably get out of the way.

Continue Reading

Elon Musk

Tesla Megapack powers $1.1B AI data center project in Brazil

By integrating Tesla’s Megapack systems, the facility will function not only as a major power consumer but also as a grid-supporting asset.

Published

on

Credit: Tesla

Tesla’s Megapack battery systems will be deployed as part of a 400MW AI data center campus in Uberlândia, Brazil. The initiative is described as one of Latin America’s largest AI infrastructure projects.

The project is being led by RT-One, which confirmed that the facility will integrate Tesla Megapack battery energy storage systems (BESS) as part of a broader industrial alliance that includes Hitachi Energy, Siemens, ABB, HIMOINSA, and Schneider Electric. The project is backed by more than R$6 billion (approximately $1.1 billion) in private capital.

According to RT-One, the data center is designed to operate on 100% renewable energy while also reinforcing regional grid stability.

“Brazil generates abundant energy, particularly from renewable sources such as solar and wind. However, high renewable penetration can create grid stability challenges,” RT-One President Fernando Palamone noted in a post on LinkedIn. “Managing this imbalance is one of the country’s growing infrastructure priorities.”

Advertisement

By integrating Tesla’s Megapack systems, the facility will function not only as a major power consumer but also as a grid-supporting asset.

“The facility will be capable of absorbing excess electricity when supply is high and providing stabilization services when the grid requires additional support. This approach enhances resilience, improves reliability, and contributes to a more efficient use of renewable generation,” Palamone added.

The model mirrors approaches used in energy-intensive regions such as California and Texas, where large battery systems help manage fluctuations tied to renewable energy generation.

The RT-One President recently visited Tesla’s Megafactory in Lathrop, California, where Megapacks are produced, as part of establishing the partnership. He thanked the Tesla team, including Marcel Dall Pai, Nicholas Reale, and Sean Jones, for supporting the collaboration in his LinkedIn post.

Advertisement
Continue Reading

Elon Musk

Starlink powers Europe’s first satellite-to-phone service with O2 partnership

The service initially supports text messaging along with apps such as WhatsApp, Facebook Messenger, Google Maps and weather tools.

Published

on

Credit: SpaceX

Starlink is now powering Europe’s first commercial satellite-to-smartphone service, as Virgin Media O2 launches a space-based mobile data offering across the UK.

The new O2 Satellite service uses Starlink’s low-Earth orbit network to connect regular smartphones in areas without terrestrial coverage, expanding O2’s reach from 89% to 95% of Britain’s landmass.

Under the rollout, compatible Samsung devices automatically connect to Starlink satellites when users move beyond traditional mobile coverage, according to Reuters.

The service initially supports text messaging along with apps such as WhatsApp, Facebook Messenger, Google Maps and weather tools. O2 is pricing the add-on at £3 per month.

Advertisement

By leveraging Starlink’s satellite infrastructure, O2 can deliver connectivity in remote and rural regions without building additional ground towers. The move represents another step in Starlink’s push beyond fixed broadband and into direct-to-device mobile services.

Virgin Media O2 chief executive Lutz Schuler shared his thoughts about the Starlink partnership. “By launching O2 Satellite, we’ve become the first operator in Europe to launch a space-based mobile data service that, overnight, has brought new mobile coverage to an area around two-thirds the size of Wales for the first time,” he said.

Satellite-based mobile connectivity is gaining traction globally. In the U.S., T-Mobile has launched a similar satellite-to-cell offering. Meanwhile, Vodafone has conducted satellite video call tests through its partnership with AST SpaceMobile last year.

For Starlink, the O2 agreement highlights how its network is increasingly being integrated into national telecom systems, enabling standard smartphones to connect directly to satellites without specialized hardware.

Advertisement
Continue Reading