Nice article Eric. You
Nice article Eric. You covered all the bases. I am troubled by the deafening silence from GM regarding an EV pickup. They said that Cadillac was going to be the "Vanguard" for EVs in GM, so until they formally announce a production Caddillac BEV I don't see an EV Silverado being released. Plus with the huge profit currently with the Escalade, it would be a strong candidate to lead the EV push. Still, Tesla and Rivian are definitely not slowing down to let Ford and GM catch up, seeing that they have millions of loyal fans who could make the transition to EV if the price is right and nothing is lost in translation from their conventional trucks. I do not see charging as much of an issue. Most people who own EVs just charge their vehicles for the electricity used, which can easily get accomplished overnight. Specialty uses like distance hauling, towing, or commercial use could be handled by a larger battery option and a faster home/work charger. My neighbor have to be granted special permission when he asked for a 70 amp home service for his Tesla Model S, but he never really needed it. The average price of a new pickup in the U.S. is $48K, and GM is making close to that price in profit on each Escalade, so even though gas/diesel vehicle will offer more profit and the EV pickup wouldn't be as cheap as their base model gas trucks, potentially they could still make them profitability in the U.S. if they worked efficiently and shared the cost across multiple platforms as you mentioned.