Cadillac May Go All Electric By 2025 To Chase Tesla

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Thread: Cadillac May Go All Electric By 2025 To Chase Tesla

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    Cadillac May Go All Electric By 2025 To Chase Tesla

    Automotive News
    November 18, 2020



    General Motors plans to roll out details of an expanded and accelerated electric vehicle strategy on Thursday in an effort to convince investors it can be a serious competitor to Tesla Inc., people familiar with the plans told Reuters.

    GM CEO Mary Barra, who is scheduled to speak at a conference hosted by Barclays, is expected to say the automaker is ready to spend more on electric models by 2025 than the $20 billion previously outlined, the sources said.

    Supplier sources said previous plans to make the Cadillac brand all electric by 2030 are being sped up, possibly to 2025, and other sources said that acceleration will be repeated in other brands and in segments such as commercial vans.

    Last week, a GM executive said the company had pulled forward the rollout of two "major" EV programs, and GM officials have touted the faster 18-month development time for the Hummer truck.

    Tesla's soaring market capitalization, and growing pressure from regulators to phase out carbon-emitting engines, has put pressure on established automakers to respond to investors who view their internal combustion lineups as outmoded and doomed in the long run.

    Asked about the Thursday appearance, a GM spokeswoman called talk of increased spending speculative and declined to give details.
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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    The future is apparently arriving at GM sooner than later, thanks to Tesla & Company.

    Cadillac without a gasoline or diesel engine just five years from now. That's quite a statement if true.

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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Quote Originally Posted by Perian View Post
    The future is apparently arriving at GM sooner than later, thanks to Tesla & Company.
    The "thanks" should actually go to government officials throughout the globe who have announced bans on the sale of new gasoline and diesel powered motor cars along with other globaloney warming related regulatory actions. That's what underlies real automakers' decisions (including General Motors) to accelerate their plans for EV deployment.
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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    If Ultium is truly a revolutionary advancement in EV technology (and not just marketing hype), then going all in makes eminent sense especially with President-Elect Biden's statements to rejoin the Paris Agreement after January 20th.
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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    This is not a good strategy in my opinion. I think it's still going to be decades before EV's 100% replace ICE's. Going all-in too quickly will only result in lost shares. It's ok to offer a full EV version of every car, but don't get rid of ICE's just yet.
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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Quote Originally Posted by TruckMan View Post
    This is not a good strategy in my opinion. I think it's still going to be decades before EV's 100% replace ICE's. Going all-in too quickly will only result in lost shares. It's ok to offer a full EV version of every car, but don't get rid of ICE's just yet.
    Well said TruckMan. It's sad that GM abandoned Voltec - that technology for hybrid and plug-in hybrid vehicles would have been ideal to facilitate the transition from ICE to full EV over the next decade or two.
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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Where is Cadillac going to get all the product to go electric by 2025? Unless they are losing money on all their SUV offerings, this would be a dumb move.

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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Quote Originally Posted by mbukukanyau View Post
    Where is Cadillac going to get all the product to go electric by 2025? Unless they are losing money on all their SUV offerings, this would be a dumb move.
    I don't see it. Maybe by 2030.

    Honestly I still have very little interest electric. I want a CT5-V not a CT5-EV.

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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Quote Originally Posted by kool1 View Post
    I don't see it. Maybe by 2030.

    Honestly I still have very little interest electric. I want a CT5-V not a CT5-EV.
    Mother Barrah might have a path to profitability, otherwise she would not do it

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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Quote Originally Posted by TruckMan View Post
    This is not a good strategy in my opinion. I think it's still going to be decades before EV's 100% replace ICE's. Going all-in too quickly will only result in lost shares. It's ok to offer a full EV version of every car, but don't get rid of ICE's just yet.
    I think it's highly unlikely Cadillac will go all EV by 2025. I mean, their first EV isn't going to come out until late 2022 or 2023, and the all EV by 2025? I don't think so.
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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Quote Originally Posted by emh View Post
    I think it's highly unlikely Cadillac will go all EV by 2025. I mean, their first EV isn't going to come out until late 2022 or 2023, and the all EV by 2025? I don't think so.
    2030. Agenda 2030, or The Great Reset they are talking up now.

    Quote Originally Posted by TruckMan View Post
    This is not a good strategy in my opinion. I think it's still going to be decades before EV's 100% replace ICE's. Going all-in too quickly will only result in lost shares. It's ok to offer a full EV version of every car, but don't get rid of ICE's just yet.
    ICE's and gasoline are a good thing. I want the freedom of gasoline, and just in investing you want a diversifed portfolio, in energy you need diversified sources. Transitioning gas stations to charging stations will require resources (land, $, personnel) for innumerable power plants.

    CA has enough problems with poor planning, corruption, negligence and incompetence from the public utilities. Giving them more responsibility for our energy needs is insanity
    Last edited by Greg Burr; 11-18-2020 at 11:48 AM.

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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Definitely will be exciting.

    I'm going with there must be a profitable business model supporting this rapid change. I can see the old GM rushing things out with no path to profitability, but I find it hard to believe MB would do such a thing. Or, could be that these generation of electrics will produce a smaller loss than projected from the existing ICE chassis vehicles - I assume the alpha vehicles make little or no profits, not sure about the CUV's on shared chassis. I assume any BEV Escalade can command such a high price that they'll be profitable no matter what.

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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Quote Originally Posted by emh View Post
    I think it's highly unlikely Cadillac will go all EV by 2025. I mean, their first EV isn't going to come out until late 2022 or 2023, and the all EV by 2025? I don't think so.
    Why not?
    I read the article title to mean Cadillac will have an all electric lineup by 2025. That doesn't mean it wouldn't have gas options.
    Electric will be the standard not the exception -- the flip of what it is today.

    It's not like Cadillac has an exceptionally large lineup anyways.

    Besides, all other automakers have similar goals and are already on that path. Might as well accelerate the plans and make as much market impact as possible.

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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Quote Originally Posted by emh View Post
    I think it's highly unlikely Cadillac will go all EV by 2025. I mean, their first EV isn't going to come out until late 2022 or 2023, and the all EV by 2025? I don't think so.
    Assuming 18mo development time that they talked about with Hummer EV, my guess is 2025-2026 is doable. The Caddy EVs that have been mentioned are:

    Lyriq (which is basically a XT5 replacement)
    XT4 replacement
    XT6 (3 row) replacement
    Slade EV
    Celestiq uber-lux EV

    Nothing CT4/CT5 EV that I’ve heard. Did I miss any?
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    Re: Cadillac May Go All Electric By 2025 To Chase Tesla

    Quote Originally Posted by mgescuro View Post
    Why not?
    I read the article title to mean Cadillac will have an all electric lineup by 2025. That doesn't mean it wouldn't have gas options.
    Electric will be the standard not the exception -- the flip of what it is today.

    It's not like Cadillac has an exceptionally large lineup anyways.

    Besides, all other automakers have similar goals and are already on that path. Might as well accelerate the plans and make as much market impact as possible.
    Quote Originally Posted by dannyg View Post
    Assuming 18mo development time that they talked about with Hummer EV, my guess is 2025-2026 is doable. The Caddy EVs that have been mentioned are:

    Lyriq (which is basically a XT5 replacement)
    XT4 replacement
    XT6 (3 row) replacement
    Slade EV
    Celestiq uber-lux EV

    Nothing CT4/CT5 EV that I’ve heard. Did I miss any?
    Nothing I've heard about Ultium suggests those platforms can support ICE vehicles (nor do I think it should). So the way I see it, getting to an all EV lineup means: either kill all ICE vehicles from the lineup and move completely to Ultium EVs or develop EV versions of ICE-capable platforms (in addition to Ultium). I think neither of those are highly likely in ~5 years.
    Last edited by emh; 11-18-2020 at 02:21 PM.
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