General Motors has announced a new business unit to expand outside of its current portfolio of EVs and charging network. The new energy management services business is called GM Energy and will consist of Ultium Home and Ultium Commercial, in combination with the previously existing Ultium Charge 360.
As one of the world’s largest automakers, GM has used 2022 to truly lean into the apex of electrification to not only stay competitive, but to eventually become the industry leader. CEO Mary Barra has repeatedly shared GM’s intentions to dethrone longtime EV sales leader Tesla by mid-decade.
As part of its strategy, GM has promised 30 new EVs by 2025, including a commitment of $7 billion to bolster its annual production capacity to 1 million units in the same time frame. Recently, the automaker has breathed new life into its Chevy Bolt EV and EUVs following a tumultuous recall in 2021. GMC Hummer EV deliveries continue to speed up and are joined by the all-electric Cadillac Lyriq. The automaker also has plenty of other EVs in its pipeline like a Chevy Silverado EV and 2024 Chevy Blazer EV.
Today, we have learned that the Ultium Charge 360 network will exist under a new business unit called GM Energy, which will also include holistic energy management solutions for both homes and businesses.
GM Energy looks to eventually offer vehicle-to-grid capabilities
Details of GM’s new energy management business unit emerged via press release early this morning, outlining some of the technology the American automaker intends to offer both passenger and commercial EV customers.
According to the automaker, GM Energy’s connected product and service offering will eventually offer the following applications for EV owners and their homes or businesses:
Bi-directional charging
Vehicle-to-home (V2H) capabilities
Vehicle-to-grid (V2G) capabilities
Stationary energy storage
Solar products
Software applications and cloud management tools
Microgrid solutions
Hydrogen fuel cells
Much of the technology mentioned above will become available to consumers through Ultium Home – the residential-focused arm of GM Energy. Similar to competitors like Tesla and Ford, GM will soon offer stationary storage that can connect an EV to a driver’s home, solar technology, and the grid into one holistic system.
In a call with media, GM shared that it has already been piloting V2H applications with PG&E in California, allowing for bi-directional charging and the ability to power a home using energy stored in an EV during blackouts or other outages. Following initial tests, both companies intend to expand to a subset of PG&E residential customers in 2023.
GM is also touting other applications such as vehicle-to-grid capabilities, but explained that more complicated implementation processes like that will come at a later date to be determined.
Other energy companies working with GM Energy include Con Edison, Graniterock, and New Hampshire Electric Cooperative (NEHC). GM’s vice president of EV growth operations Travis Hester spoke to the potential of GM Energy going forward and what it means for current and future EV owners:
GM Energy has the opportunity to help deliver sustainable energy products and services that can help mitigate the effect of power outages and provide customers with resilient and cost-effective energy management. GM Energy’s mission is to offer customers access to a full suite of energy products and services, including solutions beyond the vehicle, accelerating the seamless transition to an all-electric future. With the expansion of our enterprise business through GM Energy and one of the most comprehensive portfolios of energy management products and services available, we will help to reduce the barriers of entry for sustainable power and further accelerate the mass adoption of EVs.
Another important company in the expansion of GM Energy’s new lineup of energy management solutions is solar technology specialist SunPower, who has signed an agreement with GM to help develop the home energy systems that can and will combine solar and stationary power into one cohesive unit. SunPower has also signed on as the preferred installer of the home energy systems and will offer solar add-ons to GM Energy customers.
The home energy system is expected to launch alongside the upcoming Chevy Silverado EV, which is currently slotted for production in the fall of 2023. The GM team shared that it expects all of its new Ultium Home and Commercial products to enter production in Q4 of 2023.
Ultium Commercial services is available to businesses now, opening a new window of opportunity for GM Energy to step in as a hardware and software provider, but also as a strategic advisor to businesses to help set up the necessary energy infrastructure necessary for all-electric fleets.
Lastly, the automaker shared that as a part of GM Energy, Ultium Charge 360 will continue to expand its public charging network and offer new products and services of its own over time.
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At CES2025, the impressively built-out John Deere exhibit was all about automation. Autonomous job sites, autonomous farms … but it was this new, battery electric, autonomous lawn mowing robot that stole the show.
See, instead of using “just” GPS data or “just” repeating a pre-recorded run, Howard can do something in between. The way it was explained to me, you would ride the stand-up mower around the perimeter of the area you wanted to mow, select a pattern, then hop off, fold up the platform, and let it loose. Howard mows just the way you would, leaving you to focus on edging, planting, or (let’s face it) schmoozing with the clients.
It’s exactly the sort of help landscapers are looking for.
But that should come as no surprise, of course. John Deere, perhaps more than most companies, knows its customer. “We’ve been in the turf business for 60 years — it’s a core part of Deere,” says Jahmy Hindman, chief technology officer at John Deere, explaining things beautifully. “The work that’s being done in this industry is incredibly labor intensive … they’re not just doing the mowing work. They’re doing the tree trimming, maintaining flowerbeds and all these other jobs. The mowing is table stakes, though, for them to get the business. It’s the thing they have to do in order to get the higher value work.”
The John Deere autonomous commercial mower (there’s no snazzy alphanumeric, yet) leverages the same camera technology as other Deere autonomous machines, but on a smaller scale (since the machine has a smaller footprint). With two cameras each on the front, left, right, and rear sides of the little guy, he has a 360-degree view of the world and enough AI to lay down a pattern, avoid an obstacle, and shut off if it thinks it’s about to mow down something (read: someone) it shouldn’t.
John Deere will have Howard on display through tomorrow at CES in the LVCC’s West Hall. If you’re in town, be sure to go say hi.
Despite big discounts and 0% financing, Tesla sales are down for the first time in a decade … but there’s even bigger robot news with the return of Honda ASIMO, a flying car from China, and a whole lot more from today’s episode of Quick Charge!
CES2025 was all about AI – and not just what AI could do, but what AI could do for you. That’s where ASIMO comes in, helping everyone have a better time in there car and not at all just a modern day version of KITT dreamed up by a bunch of Gen X executives (wink, wink). We also cover some neat stuff from Suzuki, Aptera, Volvo, and more. Enjoy!
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news!
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The refreshed Model Y, codenamed Juniper, has been expected for some time, and was expected to include many of the improvements of the 2023 Model 3 refresh.
Today, Tesla updated its Chinese website with all the information about the refreshed Model Y, with many of the same improvements as the Model 3 refresh like a quieter cabin, higher efficiency, more performance, ambient lighting and a rear screen.
According to Tesla’s site, the new Model Y can achieve 719km of range (446mi) in Long-range AWD spec with 19-inch wheels, but this is based in CLTC estimates, which are much more lenient than EPA. Previously the highest-range spec had 688km CLTC range, so that’s about a 20-mile improvement.
The 20″ wheels on the long range version will take you 662km, and RWD standard-range batteries will go 593km or 559km on the 19″ and 20″ wheels respectively.
We imagine this could translate to roughly ~350 miles of range on the top-spec Model Y on EPA ratings, but we’ll have to see when the car gets released in the US.
Acceleration has also been improved, with Tesla saying the large-battery AWD Model Y can achieve 0-100km/h (0-62mph) in 4.3 seconds, down from a previous 4.9. The RWD version does the same sprint in 5.9 seconds. Both of these numbers would be slightly shorter for 0-60 times, because of those extra 2mph at the end.
The exterior design is just as leaked photos suggested, with the same rear end we saw in leaks in July and the front end that we saw earlier today. Though now we get to see it in higher resolution and better lighting.
The front-end includes a Cybercab/Cybertruck-like “light bar” rather than the more traditional-looking headlights of the Model 3 refresh, and has been narrowed to remove the “duck lip” bump at the front of the hood.
Also on the front end is a new front bumper camera (again, like the Cybertruck, but unlike the Model 3), which should help with parking and also offer an additional point-of-view for Tesla’s Autopilot software. The inclusion of this camera, while it will improve Autopilot accuracy, does lead to questions over whether previously vehicles that don’t have a front bumper camera will be able to achieve the same level of accuracy as refreshed vehicles do.
And the interior design changes are also roughly as expected, though the steering wheel has undergone less radical changes than some had hoped.
Earlier today, photos leaked suggesting that the Model Y would receive a similar “squircle” steering wheel as the Cybertruck, leading to speculation that it might also receive the Cybertruck’s steer-by-wire system. But it turned out that those photos were just a Model 3 with a custom steering wheel.
The actual interior of the Model Y maintains a circular steering wheel, which suggests that it won’t get steer by wire (the steer-by-wire specification isn’t listed on Tesla’s Chinese site for the car).
It does however have photos showing missing steering column stalks, which has been a controversial feature of the Model 3.
However, looking closer at the steering wheel, the turn signal buttons from the Model 3 are not present. It looks like Tesla may have included a vestigial turn signal stalk hiding behind the steering wheel, and just deleted the PRND drive mode stalk.
This is still a controversial change, as changing drive modes through the screen isn’t the most popular feature, but the turn signal deletion was particularly egregious and it’s good to see it back. We wonder if the Model 3 might eventually gain this improvement, or whether this will be different in different regions.
Tesla says the new “acoustic glass” in the Model Y reduces interior noise significantly. The Model 3 also got this improvement, and testing does show a significant improvement in interior noise levels as a result.
The Model Y receives other interior improvements seen on the 3, like a screen for the rear seat. The Cybertruck also includes this screen.
This shot also shows the ambient lighting LED strip across the dash, which can be customized through the vehicle’s UI.
Another rear-end improvement is electric rear seats, operated through a button in the trunk. This button gives easier access to rear storage space, allowing owners to fold the rear seats up or down while loading or unloading cargo.
Tesla’s Chinese website calls these “anti-gravity” seats, but it’s unclear what exactly the improvements might be in this respect. The seats are ventilated.
First deliveries are scheduled for March in China, subject regulatory approval, though Tesla’s configurator says “the specific delivery date will vary depending on the configuration and pick-up location and other reasons.”
Tesla is offering a “Launch series” in China, something that Tesla has done with many of its cars, but hasn’t done before in the US with the Model 3/Y. It includes some unique design elements and “Launch series” badging in various parts of the vehicle.
As for other regions, they will probably have to wait. The Model 3 refresh came out in Europe first, and the US needed to wait months for it. This is particularly likely now given new US tariffs on Chinese-built cars (which are a bad idea).
Electrek’s Take
As I wrote in the Take section of our leaked photos article earlier today, this refresh is needed, because not only has the Model 3 had access to lots of improvements that the Model Y hasn’t gotten for the last year and a half or so, but Tesla is having a challenging time with sales right now.
The company just finished a year where its sales dropped for the first time since 2011 – back when Tesla only sold the low-production Roadster. This happened despite the overall global EV market surging to new heights, even though Tesla, the world’s largest EV maker (just barely), did its part to drag down the EV market by failing to grow apace with the rest.
Part of the reason for this is due to stale models – while the Model Y is Tesla’s best-selling model, it’s starting to seem a little long in the tooth, particularly given the Model 3’s upgrades. So we wondered earlier today whether the Model Y refresh could reignite Tesla’s growth.
But it’s not just about models. After all, Tesla did just finish its first full year of Cybertruck production, which is a new model, but its polarizing nature led to disappointing sales numbers.
Maybe the company – not the stock – would be better off if he surrendered his title and let Tesla have a real CEO, so he can go play videogames on twitter all day instead (as he already does).
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