General Motors....

Does anyone know if this is true?

All of the engineering power and decision making for GM’s push into the battery electric vehicle market is coming from the GM’s Chinese majority partners.

If this is true… then perhaps GM deserves a longer look.

IMHO, China is a force of nature.

jan

The idea that the Chinese partners are making the decision to electrify GM’s vehicle line up makes a lot of moving pieces of the puzzle come together.

They may not be the Chairman or the CEO, but GM needs China, its markets and its factories.

Interesting?

European environmental requires evs in the future. GM has to develop the technology to continue in Europe. May as well sell in the world markets too.

They are committing the capital and requiring dealers to be ready. Bolt is already available. Larger evs will be available at dealers soon.

Will they sell?

Internal combustion shortage should give evs a boost. It is working in China they say. Evs are hot where ices are hard to get.

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European environmental requires evs in the future.

While they are at it, they should require PI to be 3.000 exactly.

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European environmental requires evs in the future. GM has to develop the technology to continue in Europe. May as well sell in the world markets too.

GM pulled out of Europe a few years ago when they sold Opel/Vauxhall.
https://www.cnbc.com/2019/05/17/why-general-motors-sold-opel….

Mary Barra has said they want to get back into Europe with EVs. With no manufacturing there that’s a long ways away.

They are committing the capital and requiring dealers to be ready. Bolt is already available. Larger evs will be available at dealers soon.

Sure. GM see what many of us see - EVs are the future.

Will they sell?

They will if they are competitive with combustion vehicles.
A $30k Equinox with a reliable 250 mile+ range would sell very well, IMO.

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China is the market that is essential. Massive population and massive pollution combined make China the epicenter of EV growth.

I can see that dynamic in addition to former deals for chinese ICE factories as part of the reason that China swings a “big stick” and can push GM to change course into battery electric vehicles.

The incentives for GM to manufacture BEVs in China and then (maybe?) export them elsewhere is huge.

But these things are just guesses based on the incentives that are visible.

China is essential.

IMHO,

jan

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If China will support GM with its own china mined minerals, then GM could do BEVs.

The current mining sector capacity for manganese, lithium, cobalt and ??? seems to be the limiting factor for battery production for all EVs.

Tesla has long dated contracts with mining companies outside of China. It seems safe to say that they have similar contracts in China too.

Lol… dunno what Rio Tinto mines, but that could be. good for them and other mining companies?