Why GM Is Slamming the Brakes on EV Ambitions

通用汽车为何紧急踩下电动车雄心的刹车

The Journal.

2025-10-30

17 分钟
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In 2021, GM and its CEO Mary Barra announced a bold plan to go all electric by 2035. But falling consumer demand and shriveling government support has undermined GM’s electric plans. Now, as Sharon Terlep reports, GM has gone from one of the industry’s loudest EV champions to a leading opponent of government emissions rules and fuel-economy standards. Ryan Knutson hosts. Further Listening: -What Happened to GM’s All-Electric Bet? -Tesla Has a Problem: Elon MuskSign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • In the early 2020s, General Motors really got behind the idea of electric vehicles.

  • And politicians across the country saw the automotive giant as an ally to EV-friendly policies.

  • Famously, in 2021, President Joe Biden thanked GM CEO, Mary Bara,

  • at the opening of the company's new EV factory in Michigan.

  • You change the whole story, Mary, wherever you are.

  • There you are.

  • You did, Mary.

  • You electrified the entire automobile industry.

  • I'm serious.

  • You led, and it matters.

  • But in the last few years, and especially after Donald Trump was re-elected,

  • the company has dramatically changed its tune.

  • And now, some Democrats accuse GM of betrayal.

  • GM sold us out.

  • Mary Barra sold us out.

  • That's Democratic California Governor Gavin Newsom at a press conference last month after Republicans in Washington passed a law that stripped California of its ability to regulate car emissions.

  • The Republicans rolled that back this year, Donald Trump's leadership,

  • but the American automobile manufacturers allowed that to happen.

  • GM led that effort.

  • So why would a company that seems so committed to an EV future now work so hard to lobby against it?