General Motors (GM) looks to get back on track this year as executives believe EV “production hell” is behind it. After missing EV sales targets for the past two years, will 2024 be the year of execution, as GM says it will?
Is GM putting production hell behind it?
After delivering 75,883 EVs last year, GM (again) missed its target of selling 100,000 alone in the second half of 2023.
The automaker encountered freight delays, software glitches, and other issues that delayed timelines. After almost three months, GM lifted the Blazer EV stop-sale earlier this month. GM issued the stop-sale in December, four months after opening orders.
GM confirmed it was pausing sales to fix a software glitch. Chevy said the measure was non-safety-related and impacted a limited number of Blazer EV owners.
To make matters worse, GM ended production of its best-selling Chevy Bolt EV at the end of 2023, which accounted for 62,045 or over 81% of EV sales last year.
GM aims to build 200,000 to 300,000 Ultium-based EVs, or about 20 times more than it did in 2023. The goal is still well short of its previous target of making 400,000 EVs through mid-2024.
2024 Chevy Blazer EV (Source: GM)
CEO Mary Barra said 2024 is the “year of execution” as GM looks to get back on track. “Getting vehicles out there right and getting the software” straight is at the top of the to-do list.
Regarding ramping up Ultium battery production, CFO Paul Jacobson said at a recent speech, “We’ve had some challenges scaling it,” but he added, “I think most of those are behind us.”
The first 2022 GMC HUMMER EV Pickup Edition 1 rolls off the assembly line at Factory ZERO (Source: GM)
GM sold fewer than 14,000 Ultium-based EVs in 2023, including the Cadillac Lyriq (9,154) and GMC Hummer (3,244). The Blazer EV and Silverado EV WT began rolling out in late 2023, with 482 and 461 models sold in 2023, respectively.
Rivian sold more R1S models alone than GM did Ultium EVs last year. With 24,783 R1S models handed over, Rivian’s electric SUV was the seventh best-selling EV in the US. Chevy’s Bolt EV was third.
2023 Chevy Bolt EUV (Source: Chevrolet)
Overcoming hurdles at Factory Zero
GM says it has doubled battery production at its Factory Zero plant since Q4, according to a new Bloomberg report, but more still needs to be done.
The report says GM rushed its own best practices with Ultium production to get batteries out. GM skipped the typical assembly-line setup to test production before getting started.
Instead, the company installed fully automated battery assembly lines at the plant right away rather than testing elsewhere, according to Mike Anderson, vice president of global electrification and battery systems.
Automated robot machines at GM Factory Zero EV plant (Source: GM)
Battery cells must be pressed and packed precisely, so with a robot stacking six battery cell pouches at a time, mistakes can happen.
If the cells don’t line up exactly, the unit will bend, and the cell won’t link with the others. The Detroit Fire Department has been called nine times to Factory Zero since August.
GM aims to overcome the issues after hiring battery experts, consultants, and others, including former Tesla battery expert Kurt Kelty, to fix assembly.
Anderson said he thinks the company has “turned the corner” at its battery factory as it aims to hit GM’s production target this year.
2024 Chevrolet Equinox EV 1LT (Source: Chevrolet)
GM isn’t the only automaker with software issues delaying EV targets. Porsche finally released its all-electric Macan EV earlier this year after a nearly two-year delay. Ford also issued a stop-ship order on the F-150 Lightning in February.
GM will introduce the new Ultium-based Chevy Bolt next year, which will save the company “billions” with LFP batteries.
What do you guys think? GM has broken several promises in the past. Will 2024 be any different? Let us know what you think in the comments.
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A federal court judge in Michigan has placed the once-promising electric truck brand Bollinger Motors’ assets into receivership following claims that the company’s owners still owe its founder, Robert Bollinger, more than $10 million.
Now, Automotive News is reporting on some of the more convoluted details of the Mullen purchase deal, with Robert (for ease of distinguishing the man from the brand) claiming that Mullen Automotive owes him more than $10 million for a loan he made to the company in 2024.
Just how Robert ended up giving Mullen Automotive $10 million to take his eponymous truck brand off his hands is probably one of those capitalistic mysteries that I’ll never understand, but Mullen’s response was perfectly clear: they didn’t even bother to show up to court.
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Bollinger claims that at least two suppliers are also suing Mullen for unpaid debts. As such, the Honorable Terrence G. Berg has put the Bollinger brand into receivership, and its assets have been frozen in preparation for everything being liquidated. Worse, for Bollinger, the official court filings reveal a company that is really very much doing not awesome:
The testimony and evidence—which Defendant’s counsel conceded accurately reflected Defendant’s finances—showed that Defendant is in crisis. For months Defendant has owed more than twenty million dollars to suppliers, contractors, service providers, and owners of physical space. These debts are owed to parties who are critical for Defendant’s functioning. CEO Bryan Chambers testified that Defendant was locked out of its production facilities on May 5, 2025, and that the owner of the production facilities was seeking to permanently evict Defendant. The Court heard that Defendant had been prevented from accessing its critical manufacturing accounting system for a short time at the end of April 2025, before making a partial payment to restart services.
You can read the full court decision, which I’ve embedded here, below. Once you’ve taken it all in, feel free to rush into the comments to say you told me so, since I really thought hoped the Bollinger B1 had a shot. Silly me.
Mammoth Solar, a 1.3 gigawatt (GW) solar farm in northern Indiana, is now powering into its biggest construction phase yet, cementing its place as one of the largest solar projects in the US.
The solar farm is set to increase Indiana’s solar capacity by more than 20% once it’s fully online. And with construction ramping up this month, developer Doral Renewables has given Bechtel Full Notice to Proceed on the design, engineering, and construction of three major phases of the project: Mammoth South, Mammoth Central I, and Mammoth Central II. Together, these phases will generate 900 MW of clean energy.
That’s enough electricity to power around 200,000 homes with clean energy, helping Indiana shift away from fossil fuels while boosting the local economy.
Construction is already underway, and over the next two years, Bechtel will install around 2 million solar panels, with about half of them made in the US. The company is also handling all engineering, procurement, and construction work, using its digital project management tools and autonomous tech to keep everything on track.
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At the peak of the buildout, Mammoth Solar is expected to create over 1,200 jobs, with at least 15% of those set aside for apprenticeships.
Bechtel says its success will hinge on strong collaboration with local trades and vendors. The company is working closely with craft professionals and is committed to being a reliable community partner throughout construction.
Once the solar farm is complete in 2027, Doral Renewables plans to roll out agrivoltaics across the site. That means livestock grazing and crop cultivation will happen right alongside energy production, giving farmers in the area a way to keep working their land while supporting clean energy development.
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BYD is about to launch an even smaller EV, but this one’s a little different. It’s BYD’s first kei car. You know, those tiny vehicles that dominate Japan’s city streets? BYD’s mini EV was just spotted out in public, giving us our first real look at the upcoming kei car.
BYD’s first mini EV was spotted in public
Last week, rumors surfaced that BYD was developing its first kei car, which would compete with top-selling models from Nissan, Honda, Mitsubishi, and other Japanese brands.
Kei cars, or “K-Car,” as they are sometimes called, are a class of ultra-compact vehicles that cannot be longer than 3.4 meters (134″). To put that into perspective, BYD’s smallest EV currently, the Seagull (called the Dolphin Mini overseas), is 3,780 mm (148.8″) long.
The mini vehicles are ideal in Japan because they are so small, making it easy to get around tight city streets. They are also more affordable and efficient than larger vehicles.
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BYD’s mini EV was spotted for the first time during a road test this week by IT Home (via CarNewsChina), revealing a familiar look. It has that boxy, compact look of a typical kei car with sliding side doors.
BYD’s kei car, or mini EV, in camouflage (Source: Sina/ IT Home)
According to reports, BYD is developing a new platform for the model. It will reportedly include a 20 kWh battery, good for 180 km (112 miles) WLTC range. By using its in-house Blade LFP batteries, BYD is expected to have a cost advantage.
BYD’s upcoming mini EV is expected to start at around 2.5 million yen, or about $18,000. That’s about the same as the Nissan Sakura (2.59 million yen), Japan’s best-selling EV last year.
Last year, around 1.55 million kei cars were sold in Japan, accounting for roughly 40% of new vehicle sales. Honda’s N-Box was the top-selling kei car (EV or gas) for the third straight year.
As Nikkei reported, some are already calling BYD’s electric kei car “a huge threat.” A Suzuki dealer said, “Young people do not have a negative view of BYD. It would be a huge threat if the company launches cheap models in Japan.”
Nissan Sakura mini EV (Source: Nissan)
BYD already sells several electric cars in Japan, including the Atto 3 SUV, Dolphin, and Seal. Last month, the company launched the new Sealion 7 midsize electric SUV, starting at 4.95 million yen ($34,500).
Although Japan isn’t really an EV hot spot, with sales falling 33% in 2024 to just under 60,000 units, BYD sees an opportunity.
BYD Dolphin Mini (Seagull) testing in Brazil (Source: BYD)
By making virtually every car component in-house, including batteries, BYD can offer EVs at such low prices while still making a profit. BYD’s cheapest and best-selling electric car, the Seagull, starts at under $10,000 (69,800 yuan) in China.
With new smart driving and charging tech rolling out, BYD’s electric cars are getting smarter and even more efficient.
Can BYD’s mini EV compete with Japanese brands? At the right price, it may have a chance. Check back soon for more on the upcoming kei car. We’ll keep you up to date with the latest.