Overview

• GM confirmed that its Orion Assembly plant in Michigan will add production of the Cadillac Escalade, Chevrolet Silverado and GMC Sierra light-duty pickups starting in early 2027.
• The retooling marks a reversal of the plant’s original plan to become GM’s second U.S. facility dedicated exclusively to electric vehicles.
• The move builds on GM’s $4 billion June investment plan to upgrade domestic plants for gas vehicle production following 25% tariffs on imported vehicles and parts.
• The change reflects sustained consumer demand for internal combustion trucks and SUVs as EV sales remain slower than anticipated.
• GM’s decision underscores its strategy to balance long-term electric ambitions with immediate market realities.