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What is going on at this point?

1309 Views 19 Replies 7 Participants Last post by  Carac
It's May. I get that they want to get this right, and not have to bring Production down again, but this is a mess.

Why are they building the trucks (I see them going up I75 to Flint) if they can't be sold? If this truly is a hardware problem, continuing to produce and gate doesn't make sense. You should shut production down completely, and only restart production and deliveries once everything is fixed.
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It's May. I get that they want to get this right, and not have to bring Production down again, but this is a mess.

Why are they building the trucks (I see them going up I75 to Flint) if they're not sellable. If this truly is a hardware problem, continuing to produce and gate doesn't make sense. You should shut production down completely, and only restart production and deliveries once everything is fixed.
Only about 800 trucks were impacted by the battery issue, all new production has the new pack design.

They probably have their reasons, only we can make guesses at this point.
I think most of the Edition 1 production is finished now.

We are starting to see some trucks being delivered to dealers.
How many trucks did they build and then sat in Flint that now have to be retrofitted? Subtracting the publicly available production numbers against actual reported deliveries, it's got to be three or four thousand. I can't imagine more than a thousand (the most recent February or March builds) that got the revision bump update that includes the fix. You still have September -> November inventory (didn't they build close to 2 or 3K trucks in November before shutting production down?) that needs to be retrofitted.
How many trucks did they build and then sat in Flint that now have to be retrofitted? Subtracting the publicly available production numbers against actual reported deliveries, it's got to be three or four thousand. I can't imagine more than a thousand (the most recent February or March builds) that got the revision bump update that includes the fix. You still have September -> November inventory (didn't they build close to 2 or 3K trucks in November before shutting production down?) that needs to be retrofitted.
You seem to be referencing GM Authority numbers... I don't trust them.
Also recent comment by GM that they had 124 Hummers to retrofit batteries on.
It’s more likely the’ve finished ED1s and are working on or close to done with dealer truck demos. The next group they’re producing is suv demos, then ED1 SUVs (they made ed1 trucks before dealer demos). I believe their timeline graphic right up to the point where they say they will concurrently build 3X trucks and Ed1 SUVs, which I don’t see happening. I think, without some logistical miracle, they’ll move straight from Ed1 SUVs to Silverado RSTs with with a comparatively negligible number of 3X trucks being made. The only indication we’ll have that they're close to 3X builds at some point are people getting emails to spec colors and options. I’m curious how long a lead time they’ll give it. At this point everything pertaining to optioning a truck or suv is public knowledge, they just haven’t started asking yet. They’ll stick to making single spec builds where they don’t have to manage multiple parts packages, colors, etc, down the line, as long as possible. Everything I’ve seen makes me speculate I’m somewhere in the 5000-10000 range of builds which I don’t think they’ll get to before my GMC Sierra Denali ED1 (my reservation was within the first 5 minutes) which hits “early 2024” (Jan-mar) right along my “winter 2024” (Jan-mar) 3X. I’m betting the Denali will be on time and that they’re still ~3 months optimistic on their current 3X timeline.
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Lake Orion sounds like it is the dedicated site for Silverado/Sierra EV production. They've run Silverado builds out of Hamtramck, but long term, I don't see demand for Silverado/Sierra requiring production at two facilities. By 2025, Hamtramck would be dedicated for SUT/SUV/BrightDrop production.

To be honest I'm really disappointed in the lack of utilization at Hamtramck. If GM was serious about EVs, they should be doing 50K Hummers a year at out of that facility. It's been almost two years since production started.

Remember when there were certain members on this forum crowing how I was wrong, and that GM was going to really scale up EV production this year? We're almost at the half way point of the year and they've sold less than 5000 Ultium vehicles.
BrightDrop is not going to be made at factory-zero.

Right now:
Factory ZERO will assemble multiple Ultium-based vehicles, including the fully autonomous Cruise Origin purpose-built for driverless ride hail and delivery, the GMC HUMMER EV Pickup and SUV, the Chevrolet Silverado EV and the GMC electric Sierra Denali.

Factory ZERO will also assemble Ultium battery cells into modules and packs for a variety of vehicle designs.
Likely some other Full sized Trucks.
Remember when there were certain members on this forum crowing how I was wrong, and that GM was going to really scale up EV production this year? We're almost at the half way point of the year and they've sold less than 5000 Ultium vehicles
Remember when certain members of the forum told you that sales is not production?
Sales are the only thing that matter, and they're not going to hit any of the targets they've talked about, like 500K EVs by 2025. They won't even do half that. EVs sold by SAIC are more or less a completely separate company.

This management team has no credibility. Sooner or later Icahn or Ackman will have this mismanagement team thrown out by forcing a merger with Stellantis.

For all the pickups, Escalades, and Suburbans GM sells, for all the sales in China via SAIC, they were eclipsed by Stellantis by market cap earlier this year.

STLA- $52 Billion
GM - $45 Billion
I'm not one for conspiracies, but it wouldn't take much to convince me the plan all along was to build a couple hundred Hummer EVs over the first year, sit back, wait for the early adopters to have problems, then implementing rolling changes, ramping up quickly if none appeared (allowing Q4 '23 3X deliveries as originally planned) and ramping way down if problems arose. I know there'd be a shitstorm deliberately misleading investors and it's just as likely they just SLAMMMMMED on the brakes when the battery pack water intrusion appeared considering how gun shy the Bolt made them.

I am SUPER curious if there was ever any real hard data or evidence they’d be making 3k+ trucks a month with 23k sold by the end of 2022 (as they were speculating in late 2021) or if that was all pure wishful thinking.
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The Hummer got them in the game and on top of the world! Now they will only produce vehicles that make then money! And we will see no more hummers!
Just another conspiracy theory!🥴🤯
Bump - another month, another nothing burger. I wonder if they'll beat the two Hummer EVs they sold last quarter.

This is pathetic. Mass production has been idled since Thanksgiving of last year.
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Bump - another month, another nothing burger. I wonder if they'll beat the two Hummer EVs they sold last quarter.

This is pathetic. Mass production has been idled since Thanksgiving of last year.
You keep saying production is idled but it has not been.
You keep saying production is idled but it has not been.
the one thing that has been 100% idled because GM can’t lie about it without having consequences - selling two Hummer EVs last quarter
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the one thing that has been 100% idled because GM can’t lie about it without having consequences - selling two Hummer EVs last quarter
Because of the recall and the delivery hold... wow... :rolleyes:
Because of the recall and the delivery hold... wow... :rolleyes:
100 year + old automaker with a six month vehicle stop sale is unprecedented in their non-EV offerings. Bolt wasn’t on sale for…around six months, but Bolt scope/complexity is far below Ultium. Apparently none of the Bolt EV recall learning / experience has transferred over to rectifying the Hummer EV stituation.
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100 year + old automaker with a six month vehicle stop sale is unprecedented in their non-EV offerings. Bolt wasn’t on sale for…around six months, but Bolt scope/complexity is far below Ultium. Apparently none of the Bolt EV recall learning / experience has transferred over to rectifying the Hummer EV stituation.
While none of us can begin to grasp the complexity of the turn to ev throughout the industry, along with the risk to market price and reputation that is on the line. This shit has gotten quite ridiculous, I still will be impressed if my ED1 truck ever shows up. Luckily I do not really care if I get it anymore, I will be very excited if I get it, but I can’t disagree this has gotten out of hand.
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If they’re making Silverado WT’s and Hummer SUT demos…golf clap
The truth is they haven’t delivered a single consumer vehicle from Factory Zero in over 7 months (I’m assuming the two were mistakes). They’ve known there’s a problem for 9+ months, they’ve had a fix for it for 6 months, they’ve had a plan for fixing recalled vehicles for 3+ months, and (according to them) have been building trucks with corrected packs since mid October, meaning there are (In theory) hundreds or thousands of unsold SUTs built to Ed1 Spec they just aren’t selling or became earmarked as dealer demos…in which case they should have just pried the ed1 badges off the stop sale trucks and put them on the demos to sell to Ed1 holders months ago. This whole thing stinks of something much bigger they aren't forthcoming about. I guess every month that passes is a month closer to “production ramp up” but until I see a deluge of “I picked my truck up” posts on here, it’s all hot air and empty promises.
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It's a complete joke how GM handled the roll out of their flagship EV. I believe there is something more than just the battery recall at this point. The complete lack of updates is appalling. At this point i think a lot of people have lost interest, myself included.
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It's a complete joke how GM handled the roll out of their flagship EV. I believe there is something more than just the battery recall at this point. The complete lack of updates is appalling. At this point i think a lot of people have lost interest, myself included.
I’d be surprised if GM didn’t feel at least some relief that they didn’t have to build anywhere near the 90k reserved Hummers on their list from cancelled reservations considering how hard it’s has been to build the 1200 Edition 1s and how many other “normal” volume EV trucks their limited parts supply can sustain at the moment.

Feels like they’d have this reaction to 45k people cancelling their reservations at this point, and they’d just reallocate those resources to Silverado’s, Sierras, Blazers, etc. they’re already wondering how they’ll be able to satisfy demand of.
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