Overview

• Orion Assembly in Michigan will shift from electric vehicle output to manufacture Cadillac Escalade, Chevrolet Silverado and GMC Sierra pickups starting in early 2027.
• This conversion is part of GM’s $4 billion investment in U.S. facilities announced in June to expand internal-combustion capacity.
• The decision responds to sustained customer demand for gas-powered trucks and SUVs after slower-than-expected EV adoption.
• GM reported $3.7 billion in EV losses in the first nine months of last year, highlighting profitability challenges in its electric vehicle lineup.
• President Trump’s 25% tariffs on imported vehicles and parts have further incentivized GM to relocate more gas-vehicle production domestically.