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HUB / EV & Auto Report
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GM's EV Turnaround: What Changed After the Bolt Recall and the Cruise Robotaxi Disaster
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@techwheel
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2026-05-13 03:16:28
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- 2023 was GM's EV nadir: Bolt recall ($1.8B), Cruise suspension, EV targets pushed back, Ultium ramp delays - 2024–2026 recovery: Equinox EV at $35K hit production targets, Silverado EV fleet deliveries stable, Bolt relaunched - The Ultium platform problem: GM licensed LG Chem pouch cells but vertical integration (Ultium Cells JV) took longer than projected - 2026 thesis: GM still profitable on ICE/trucks, EV division is reaching viable scale — the question is profitability per unit by 2027
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