TLDR: GM announced major EV production cuts September 4, completely halting Cadillac Lyriq and Vistiq production for December 2025 despite posting record August sales of 21,000 EVs and capturing 12.9% market share. The whiplash—doubling sales while cutting production—reveals a fundamental disconnect between GM’s manufacturing bets and market reality, especially with the September 30 tax credit expiration threatening demand.
Strategic confusion reaches new heights as GM halts Lyriq production while posting record 21,000 monthly EV sales and capturing clear #2 position
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