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There’s no other way to put it: GM has struggled badly in its transition to EVs. But recent developments have led me to believe that GM may be better positioned than it appears to be: if I’m right, and if GM does not mess up, it may well be one of the winners in this transition and recover lost ground by the latter part of this decade. Let’s look at the factors that prompt me to say this.
#1. “Production Hell” seems to be over
As far as I remember, the term “Production Hell” was popularized by Elon Musk back in 2017. Those were the days when the future of EVs was being fraught in the over-automatized production lines for the Tesla Model 3. If this car had failed (and many expected that to be the case), no doubt the EV transition would’ve been delayed for a few more years,…
Read the full article originally published at cleantechnica.com.