GM Doubles Down On Heavy-Duty Gas Trucks Amid Massive EV Writedowns: Report

• GM reportedly told Reuters that the change in production schedule is to align better with stronger demand.
• According to data from the company, GM sold 206,184 Silverado heavy duty trucks in 2025, marking a growth of 12.2%, while Sierra heavy duty sales rose about 10% to 118,066 units.
• The tough push into gas vehicles comes amidst reduced support from the Trump administration for electric vehicles.

Carmaker General Motors (GM) is reportedly looking to increase production of its Silverado and Sierra heavy-duty trucks in Michigan.

Reuters reported on Monday that the company will operate its Flint Assembly Plant for six days a week starting in June. The plant currently makes heavy-weight vehicles and GM reportedly told Reuters that the change in production schedule is to align better with stronger demand.

Flint Assembly is GM’s longest-running assembly site in North America, with production starting in 1947. The facility built its 16 millionth vehicle earlier this month — a Lakeshore Blue Metallic Chevrolet Silverado 2500 Crew Cab LTZ.

According to data from the company, GM sold 206,184 Silverado heavy duty trucks in 2025, marking a growth of 12.2%, while Sierra heavy duty sales rose about 10% to 118,066 units.

Pullback From EVs

The tough push into gas vehicles comes amidst reduced support from the Trump administration for electric vehicles. The federal tax credit of $7500 on the purchase of new EVs expired in September last year, pushing down GM’s EV sales by 43% year-over-year in the fourth quarter (Q4).

GM announced a $6 billion charge for Q4 2025 due to a major pullback in EV investments in North America and a $1.6 billion charge in Q3. GM said in January that its $6 billion in charges includes non-cash impairments and other non-cash charges of about $1.8 billion, as well as supplier commercial settlements, contract cancellation fees, and other charges of approximately $4.2 billion.

Though the automaker hinted in January that it expects to incur further charges in 2026, it also added that its EV capacity realignment will not impact the portfolio of current EVs in production as it plans to continue making them.

GM’s rival Ford (F), meanwhile, said in December that it expects to take $19.5 billion in EV-related special charges through Q4 2025, 2026, and 2027.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around GM stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.

GM stock has gained 54% over the past 12 months. 

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