Insight
GM to go tailpipe emissions free by 2035: Part II
Report summary
GM’s announcement to aim to eliminate tailpipe emissions from its light vehicles by 2035 is another clear sign that an electric and autonomous drive is at the core of long-term strategy for major automotive companies. Yet, GM’s stated goal is more aspirational than specific, unaccompanied by a clear roadmap to reach it. A few critical challenges may be waiting on the road ahead in GM’s journey toward decarbonization, such as: • GM’s weak presence in Europe • Reliance on China for low-cost EVs • Dependence on pick-up trucks in the US • The lack of continuity in the US environmental policy
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