General Motors (GM) has indefinitely halted its plan to overhaul the next generation of its large electric pickup and SUV lineup.

Electric vehicle outlet Electrek reported on Tuesday that plans beyond the current generations of the Chevrolet Silverado EV, GMC Sierra EV, Hummer EV and Cadillac Escalade IQ have effectively become unclear.

The move follows GM shelving a revamp of its large electric vehicle lineup that it had been preparing with a 2028 target. At the time, GM aimed to expand market share by adding lower-priced variants to some models, but the plan has now been postponed indefinitely. GM said it did not disclose any potential plans or schedule for next-generation battery-electric pickups in response to inquiries. It also drew a line, saying it would not respond to speculation.

The backdrop is weak performance in its EV business. GM booked $7.6 billion in EV-related costs in 2025. Of that, $6 billion was impairment losses stemming from the withdrawal of EV production plans and the cancellation of battery supply contracts. After a $7,500 federal tax credit was abolished on Sept. 30, 2025, EV sales in the fourth quarter of 2025 fell 43 percent to 25,219 vehicles.

Sales also fell short of expectations. GM sold about 1,400 Silverado EVs, about 1,300 Sierra EVs, about 1,600 Hummer EVs and about 2,000 Escalade IQs in the first quarter of 2026. By contrast, it is accelerating its response to demand for gasoline pickups. GM is adding a six-day production schedule at its Flint assembly plant to increase output of Silverado and Sierra heavy-duty pickups.

Pressure is also growing at Factory Zero, an EV-dedicated plant in Detroit-Hamtramck. GM invested $2.2 billion in the plant, but it has halted operations for a second time in the past three months and laid off 1,300 workers. In October 2025, it permanently cut 1,200 jobs as it reduced operations from two shifts to one. A plant designed as a key hub for the transition to EVs has remained focused on producing expensive, low-volume vehicles, bringing profitability and utilisation problems to the fore at the same time.

The electric pickup market itself is also being reshaped quickly. Ford halted the F-150 Lightning in December 2025 and shifted to a range-extended hybrid strategy. The F-150 Lightning sold more than Tesla's Cybertruck in 2025, but Ford judged profitability to be insufficient.

In this situation, GM's decision is being read as an adjustment that places weight on short-term profitability and production efficiency. The delay has made follow-up strategy for large electric pickups and SUVs even more uncertain. As GM has said it will not disclose plans or timing for next-generation electric pickups, attention is expected to focus on whether sales of current-generation models recover and how long the push to expand gasoline pickups continues.