U.S. battery electric vehicle strategies for GM, Ford and Stellantis

Detroit Three rapidly accelerating electric vehicle development in 2021 with large investments



Battery Org Chart
Chart showing joint ventures and future battery plants between Detroit Three and major battery companies

  As societal awareness of climate change has grown and national governments have implemented regulations to reduce pollution, OEMs have announced commitments towards increasing sustainability. These commitments include significant investments in vehicle electrification as well as the integration of fully electric vehicles into their vehicle lineups. OEMs have recently accelerated their electrification strategies due to both increased governmental pressure and potential competitive advantages from improved marketability. All of the Detroit Three have formed joint ventures with major battery manufacturers within the past two years in preparation of creating multiple domestic battery plants.

  In January 2021, General Motors Co. announced its goal of eliminating all tailpipe emissions from light-duty vehicles by 2035. GM had previously committed in November 2020 to having 40% of its U.S. lineup as fully electric models by 2025. Ford Motor Co. announced in February 2021 that it would invest USD 22 billion through 2025 for battery electric vehicles, focusing on the commercial van and pickup truck segments. This represents an increase in investment compared to the total announced in June 2020 of USD 11.5 billion through 2022. Stellantis N.V. presented its updated electrification strategy during its EV Day event in July 2021, announcing a EUR 30 billion investment through 2025 and a goal of over 40% of U.S. sales as low-emission vehicles by 2030.

  This report highlights the electrification strategies of GM, Ford and Stellantis within the U.S., focusing on their efforts with respect to battery electric vehicles. It includes information on recent investments made by the OEMs and previews their current and upcoming battery electric models.


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Stellantis (Part 2): Launching large SUVs & pickups in N.A., small SUVs & LCVs in the EU (Apr. 2021)
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Ford (Part 1): Collaboration with VW and targeted investment under new CEO (Nov. 2020)


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