GM beats Q2 earnings and announces gas-powered Cadillacs as nearly $11 billion EV retreat nears completion
THE SO WHAT
GM raising guidance while greenlighting new gas Cadillacs as part of an ~$11B EV pullback is a clear signal: legacy OEMs are pacing electrification to demand and margin, not policy rhetoric. If you’re in EV supply chains or charging, plan for a bumpier, more mixed-fleet decade than the straight-line EV adoption slides suggested.
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