Despite back-to-back record sales months, GM said on Thursday that it’s now planning to build fewer electric vehicles, including the new Chevy Bolt EV that’s not even out yet. GM’s sudden shift comes as it prepares for what it calls “irrational” EV discounts to expire at the end of September.
GM cuts EV production as drastic discounts expire
GM sold over 21,000 electric vehicles in August, the most it has ever sold in a single month. Although that’s nearly double the 10,671 crosstown rival Ford sold last month, it apparently isn’t enough.
In a memo sent to employees, GM announced plans to reduce output at its Spring Hill, Tennessee, plant. A source close to the matter confirmed the news to Reuters, claiming GM will halt production of two Cadillac EVs, starting in December.
The Cadillac Lyriq and larger Vistiq, both of which are built at the facility, will see significantly less output during the first five months of 2026.
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According to the source, GM plans to suspend one of its two shifts at the facility, resulting in layoffs for workers on the second shift.
Cadillac ESCALADE IQL electric SUV (Source: Cadillac)
In what could be even bigger news, the source said GM is delaying the start of a second shift at its Fairfax assembly plant outside of Kansas City “indefinitely,” where the new Chevy Bolt EV is scheduled to enter production later this year.
GM said it was “making strategic production adjustments in alignment with expected slower EV industry growth and customer demand.”
GM plans to build a “next-gen affordable EV) in Kansas (Source: GM)
After reporting August sales numbers, the company said it expects to see strong EV demand in September, but after the $7,500 federal tax credit expires at the end of the month, it expects a slowdown in the fourth quarter.
“We are seeing marginal competitors dramatically scale back their products and plans, which should end much of the overproduction and irrational discounts,” GM said. Although it anticipates a smaller EV market, GM still believes it can grow its market share.
2026 Cadillac Vistiq electric SUV (Source: GM)
The news comes after GM announced last week that it plans to slow production of the GMC Hummer EV and Cadillac Escalade IQ at its Factory Zero plant in Detroit.
Electrek’s Take
Through the first eight months of the year, GM remains the second-best-selling EV maker, behind Tesla. The Chevy Equinox EV, or “America’s most affordable 315+ range EV,” is expected to be the third most popular EV in the US in 2025, trailing only the Tesla Model Y and Model 3.
Later this year, we should get our first look at the new Chevy Bolt EV, which could be an even bigger hit. GM now offers an EV in nearly all segments, including entry-level, pickups, SUVs, and luxury.
Cadillac claims to be the leading luxury EV brand in the US, but that doesn’t include Tesla. With plans to slow output, it could open the door for other brands, like Hyundai, Kia, Volvo, and others, to gain ground.
Looking to lock in the savings while they are still available? You can use the links below to find Chevy, Cadillac, and GMC models in your area.
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Founded in 1689, Husqvarna was a musket maker for the king of Sweden – but now, the company best known for quirky motorcycles and commercial riding mowers is becoming an innovator in the field of robotics, and its latest fleet of electric autonomous mowers are eager to get grazing.
Husqvarna’s autonomous lawnmowers made history earlier this year at the AIG Women’s Open, when they became the first autonomous groundskeeping solution to see duty during a UK Major golf week.
“At the AIG Women’s Open, the Husqvarna portfolio is helping us deliver this goal through improved resource management, regular lightweight mowing and reduced carbon usage,” explains Royal Porthcawl’s Course Manager, Ian Kinley, who has championed the use of robotic technology at the course. “With the AIG Women’s Open set to be the largest-ever women’s sporting event in Wales, we know there’s tremendous pressure to produce playing surfaces that are worthy of such a high-profile event.”
Events like the AIG Women’s Open are proving that the little robot Huskies can get the job done quietly, sustainably, and with significantly less operator input. As such, you’d think everyone at Husqvarna would be excited about them.
You’d be wrong. The company’s franchise dealers have been hesitant to push them forward, effectively putting the parent company in the position of going B2C, or going home.
“Dealers live and breathe the previous technology,” said Yvette Henshall-Bell, Husqvarna’s President of its Forest and Garden division for Europe, in that same Forbes piece. “They want to protect that servicing, that aftermarket revenue. Whereas if they really thought about what the customer’s problems are and the job to be done, they would be looking at a completely different solution.”
A solution, frankly, that looks a lot like a little robot mower.
The bigger CEORA can handle up to 18 acres of ground twice each week, while the Automower, with its 80V battery and pinpoint precision EPOS (Exact Positioning Operating System) software, can handle another 2.5 acres. Both are fully electric, and can guide themselves back to their pens to recharge as needed.
Prices aren’t public, but the Husqvarna CEORA and Automowers are available as part of a custom lease package through Husqvarna Finance that will include access to the company’s customizable back end and ongoing support. Check with your local dealer for more.
Electrek’s Take
As a typically pro-union, pro-labor type of guy, I am hesitant to heap praise upon a robot taking away anyone’s job. That said, it does seem to be difficult for landscapers and construction crews to keep and find good labor at rates they can afford (and, let’s face it – the current Trump Administration isn’t going to be making that any easier). As such, if companies like Husqvarna and John Deere and Einride and others can build a demonstrably better mousetrap at a compelling price point … good for them. (?)
Let us know what you think in the comments.
SOURCES: Forbes, Golf Monthly; images by Husqvarna.
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In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Apple CarPlay possibly coming to Tesla cars, VW getting access to Superchargers, a Toyota electric pickup, and more.
As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.
After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:
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2025 Hyundai IONIQ 5 at a Tesla Supercharger (Source: Hyundai)
US EV sales declined in October following the expiration of the $7,500 federal tax credit on September 30, and the average transaction price (ATP) edged up, according to initial estimates from Kelley Blue Book, a Cox Automotive brand. However, there are still deals to be had.
Kelley Blue Book’s initial estimates show that US EV sales fell to 74,835 in October, down 48.9% from September, which was a record month, and 30.3% year-over-year.
Prices also ticked up. The average transaction price (ATP) for a new EV climbed 1.6% month-over-month to $59,125, which is 2.3% higher than a year ago.
Tesla didn’t escape the downturn, but it held up better than the overall EV market. The company’s ATP fell 1.1% from September to $53,526, and its prices are 5.5% lower than they were in October 2024. Sales of the Model 3 and Model Y both declined month-over-month, and overall Tesla sales decreased by 35.3% from September and 23.6% year-over-year, which are smaller declines compared to the broader EV segment.
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Cox Automotive senior analyst Stephanie Valdez Streaty said the shift wasn’t surprising:
We expected this shift in the electric vehicle market. With the IRA-backed sales incentives gone, lower-cost EV volume was hit hard, pushing the mix toward more luxury and driving October’s EV ATP to a 2025 high of $59,125 – now $9,359 above the industry average. Affordability has always been the core challenge with EV sales, and this reset only underscores how critical it is to bring more attainable EV options to market.
Electrek’s Take
September was a record-breaking month for both EV deals and sales. Dealers were offering all sorts of sweet incentives to stack with the federal tax credit to move cars off the lot. October’s sales drop was entirely anticipated, like a pounding headache after a big blowout party.
We didn’t know what the post-federal tax credit EV market would look like. As Valdez Streaty rightly states, EVs do have a higher ATP than the industry average. But it turns out that, so far, it’s not all doom and gloom, and the federal tax credit isn’t the only incentive in town.
Every month, I compile great EV lease deals, and for the last few months, some EVs’ monthly lease payments have been cheaper than before the federal tax credit expired. Many states are still offering rebates on EV purchases, and dealers still have really good deals. While cheaper models would definitely be welcome, there are good deals available right now.
And let’s not forget the fact that EVs are much cheaper to drive than gas cars, with or without that tax credit.
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