AUTO

GM Just Dropped $4 Billion Into U.S. Manufacturing and No One’s Talking About Why It Really Matters

June 13, 2025

GM just dropped $4 billion into U.S. manufacturing, backing three plants that could shake up the gas and electric vehicle game.
Chevrolet flew past Ford to become the fastest growing domestic EV brand. The Equinox EV is turning heads for all the right reasons.
GM nearly doubled its U.S. EV market share in just 12 months. They are now the number two seller nationwide and number one in Canada.

Nearly one million American jobs. Over 50 manufacturing and parts facilities. And now, another $4 billion on the table. General Motors (GM) is not slowing down. Instead, it’s doubling down on U.S. manufacturing, right when many thought the industry was pulling back.

Over the next two years, GM will invest approximately $4 billion into three of its U.S. production facilities: Orion Assembly in Michigan, Fairfax Assembly in Kansas, and Spring Hill Manufacturing in Tennessee.

The Orion plant will begin producing full-size gasoline-powered SUVs and light-duty pickup trucks by early 2027. The Fairfax facility will continue manufacturing the next-generation Chevrolet Bolt EV and will also add the Chevrolet Equinox EV SUV to its production line. At the Spring Hill plant, which already builds the Cadillac LYRIQ and VISTIQ electric vehicles along with the XT5 and XT6 gasoline SUVs, production will expand to include the Chevrolet Blazer.

Cadillac LYRIQ Dominates as the Best-Selling Midsize Luxury EV SUV in the US — _{Cadillac LYRIQ dominates as the best-selling midsize luxury EV SUV in the U.S.}

GM also recently announced $888 million headed to its Tonawanda Propulsion plant in Buffalo, NY, to boost V‑8 engine production.

Mary Barra, Chair and CEO of General Motors, stated, “We believe the future of transportation will be driven by American innovation and manufacturing expertise. Today’s announcement demonstrates our ongoing commitment to build vehicles in the U.S and to support American jobs.”

Mark Reuss, President of GM, added, “This is about hardworking Americans making vehicles they are proud to build and that customers are proud to own.”

Both leaders reinforced the company’s focus on American-made vehicles and the people behind them.

General Motors now offers a lineup of 13 electric vehicles across its Chevrolet, Cadillac, and GMC brands. Chevrolet has recently surpassed Ford to become the fastest-growing domestic EV brand, according to data by Cox Automotive, driven largely by strong demand for the Chevrolet Equinox EV.

In May, GM recorded its second-best month ever for electric vehicle sales. During the first quarter, the company saw a 94 percent increase in EV sales compared to the same period last year. Over the past 12 months, GM’s share of the U.S. electric vehicle market has nearly doubled, reaching approximately 15.5 percent. That number is now approaching GM’s overall U.S. market share of 17 percent.

Why does this matter? Well, tariffs. With new 25% tariffs looming, building vehicles in the U.S cuts exposure. Analysts also say GM’s pivot reflects cooling EV demand and policymakers favoring domestic manufacturing, echoing a similar shift across the industry.

_{Chevrolet sold 10,329 Equinox EV SUVs in Q1 2025.}

GM is expanding its public charging network, which already includes more than 250,000 chargers across North America. Through the Ionna joint venture, the company also plans to add 30,000 additional fast-charging bays by 2030. This expansion supports the growing availability of electric models across the lineup, including the Silverado EV, GMC Hummer EV, Cadillac LYRIQ, and Chevy Blazer EV.

Industry peers are also reacting. Ford recently slowed EV investments, Nissan doubled down on hybrids, and Tesla remains the EV leader, but GM is closing the gap.

Let’s look at the bigger picture. This decision goes deeper than financial investment. It reflects a deeper commitment to identity and resilience within American manufacturing.

As GM President Mark Reuss said, “This is about hardworking Americans making vehicles they are proud to build and that customers are proud to own.” At the same time, GM is keeping a balanced approach. They continue to invest in electric vehicles while maintaining production of gas-powered models. It is a hybrid strategy in both product lineup and planning.