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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

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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. 

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. 

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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. 

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. 

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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.

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Waymo considers selling robotaxis to individual owners

Tesla currently offers its Supervised Full Self-Driving to owners of its vehicles, while Waymo is the only company operating paid autonomous ride-hails at this point.

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Credit: Waymo | YouTube

Alphabet-owned robotaxi company Waymo is mulling over the possibility of selling self-driving vehicles to individual owners in the future, as highlighted last week by the Google parent company’s head executive.

On Thursday, Alphabet CEO Sundar Pichai said during the company’s first-quarter earnings update that Waymo would maintain selling self-driving vehicles to individuals as an option in the future, according to a report from Reuters. Pichai didn’t disclose any specifics about the potential to do so or a timeline, though he noted that “there is future optionality for personal ownership.”

Waymo currently operates over 700 self-driving vehicles, 300 of which are operating in San Francisco, and it’s the only company to operate a paid self-driving ride-hailing service as of yet.

The statement comes as Tesla and other companies aim to launch their own commercial robotaxi services, and while the electric vehicle (EV) giant already sells its Supervised Full Self-Driving (FSD) software to individual owners. Additionally, Tesla aims to launch an Unsupervised version in the coming months.

Waymo launched in Austin in January in a unique partnership with Uber, while its self-driving ride-hailing vehicles in California run through its in-house ride-hailing app, Waymo One. It has opened the app to the public in multiple areas of Los Angeles and in cities surrounding and including San Francisco. The company also dropped the need to sign up for a waitlist to use the service in Los Angeles in November, after doing so in the Bay Area earlier that year.

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The Alphabet-owned firm also started initial testing in Japan earlier this month, marking the company’s first time in an international market.

READ MORE ON WAYMO’S ROBOTAXIS: Here’s where Waymo is launching autonomous robotaxis next

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Tesla is targeting a launch its first commercial robotaxis and Unsupervised FSD around Austin in June, and CEO Elon Musk reiterated this goal during the company’s Q1 earnings call on Tuesday. When asked about how Tesla expected its commercial robotaxi services would compete with Waymo, which is already operating paid driverless rides in multiple cities, Musk highlighted how costly the company’s cars are to produce:

The issue with Waymo’s cars is it costs way more money, but that is the issue. The car is very expensive, made in low volume. Teslas probably cost 25 percent or 20 percent of what a Waymo costs, and are made in very high volume.

So, ironically, we’re the ones to make the bet that a pure AI solution with cameras, and what do you have? The car actually will listen for sirens and that kind of thing. It’s the right move.

And Waymo decided that an expensive sensor suite is the way to go, even though Google is very good at AI.

Musk also went on to predict that Tesla would eventually capture at least 90 percent of the robotaxi market, or potentially as much as 99 percent, with millions of cars on the road that are already able to run FSD.

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He also highlights that Tesla’s vehicles at both the Gigafactory in Austin, Texas and the Fremont, California plant can drive themselves fully autonomously from the end of the production line to the outbound lot. Musk also said that he was “confident” that the first Model Y units to drive themselves to the customer will take place later this year, from both the Fremont and Austin factories.

Ex-Waymo CEO dismisses Tesla, Cybercab: “They’re a car company with a driver-assist system”

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Tesla China’s rumored Model Y “E80” variant: Alleged price, features, and more

The vehicle will reportedly be a more affordable variant of the best-selling Model Y crossover.

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Credit: @TeslaFrenzy/X

Recent reports from Chinese social media and news outlets have shared some rumors about an upcoming vehicle that Tesla China is reportedly developing.

Rumored to be internally codenamed as “E80,” the vehicle will reportedly be a more affordable variant of the best-selling Model Y crossover.

The Model Y “E80” Rumors

As per the recent rumors, which were initially posted on Chinese social media, the Model Y “E80” will reportedly be equipped with a 50-55 kWh battery. The vehicle’s launch will reportedly be determined by the market performance of the new Model Y, though some rumors suggest that its rollout could be as early as the second half of 2025, or sometime in 2026.

Rumors about the vehicle’s price are varied, with some news outlets stating that the “E80” will be priced at around 150,000-170,000 yuan ($20,500-$23,300), while others cited a price of 190,000–210,000 ($26,000–$28,800). For context, the new Model Y in China today is priced at 263,500-313,500 yuan ($36,160-$43,000) depending on its variant.

Being an affordable variant of the new Model Y, he “E80” will reportedly be quite different from its more premium siblings. The vehicle will reportedly be fitted with smaller wheels, single-layer windows on its sides, no rear display, half the number of speakers, single-color ambient interior lighting, fabric seats with no heating or ventilation functions, a manual trunk, and a metal roof.

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Rumored, But Not Farfetched

While these rumors about the alleged Model Y “E80” from China are not confirmed at all, Tesla has released a pretty similar, stripped-out variant for one of its current vehicles—the Cybertruck. Just recently, Tesla introduced the Cybertruck Long Range Rear Wheel Drive (LR RWD), which costs $10,000 less than the Cybertruck All Wheel Drive (AWD). The vehicle featured smaller wheels, fabric seats, less than half the number of speakers, and no rear display, among others.

A more affordable Model Y was teased by Tesla VP of Engineering Lars Moravy, who noted that Tesla’s affordable models will likely resemble the company’s current products. “Models that come out in next months will be built on our lines and will resemble, in form and shape, the cars we currently make. And the key is that they’ll be affordable, and you’ll be able to buy one,” Moravy stated during the Tesla Q1 2025 earnings call.

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NY Democrats are taking aim at Tesla direct sales licenses in New York

Democratic Senator Patricia Fahy is pushing to revoke a legislative waiver that allows Tesla to operate five NY locations without using dealer franchises.

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Credit: Tesla Europe & Middle East/X

Democratic New York State Senator Patricia Fahy, once a Tesla ally, is currently pushing to revoke a legislative waiver that allows the electric vehicle maker to operate five New York locations without using dealer franchises. 

Fahy cited CEO Elon Musk’s role in President Donald Trump’s administration as a reason for her change of heart. 

Fahy’s Shift in Stance

For 12 years, Fahy frequently supported Tesla’s fight to bypass New York’s franchise dealer regulations. But after Elon Musk personally took Donald Trump’s side, and after he worked as part of the Department of Government Efficiency (DOGE), Fahy no longer supports the EV maker. Apart from her anti-Tesla efforts in the State Capitol, the Senator has also participated in demonstrations against a planned Tesla dealership in Colonie, as noted in a report from the New York Times.

“Maybe I’m making amends,” Fahy stated, describing Musk as “part of an administration that is killing all the grant funding for electric vehicle infrastructure, killing wind energy, killing anything that might address climate change. Why should we give them a monopoly?” 

Fahy has introduced legislation that would effectively end Tesla’s direct sales operations in New York, as noted in a Syracuse.com report. Her bill argues that Tesla’s legislative waiver provides the EV maker with an unfair advantage. Thus, Fahy wants Tesla to forfeit its five licenses by 2026. The licenses could then be redistributed to other EV makers that also sell directly to consumers, such as Rivian, Lucid, and Scout Motors. 

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Republican Opposition

Republican New York Senator Jacob Ashby has described Senator Fahy’s bill as misguided, arguing that the “government should not be picking winners and losers on this.” Ashby also noted that “political disdain seems to be more at play. We are not recognizing the power and implications of the process that we have and that we should trust it.”

Colonie town supervisor Peter Crummey, also a Republican, stated that “though political sentiments appear to have recently changed for some folks about Tesla’s founder, people should let the Planning Board do their work.” As for requests from state legislators who are inserting themselves into the Tesla issue, Crummer noted that “I am confident we will give them the weight it deserves.”

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