Sunita SomvanshiGeneral Motors is trimming electric vehicle production at multiple plants as the federal tax credits expire on September 30, 2025, according to the company’s statements to industry outlets.
The specifics of the production changes are substantial: Spring Hill, Tennessee’s plant will stop making Cadillac Lyriq and Vistiq models in December 2025. Operations will run on one shift through the first five months of 2026. Over in Fairfax, Kansas, GM has put the second shift for the new Chevy Bolt EV on hold with no firm restart date. Factory Zero in Detroit is also slowing down work on the GMC Hummer EV and Cadillac Escalade IQ.
GM sold more than 21,000 EVs in August 2025—their best month on record. The Chevy Equinox EV starts at $33,600 with up to 319 miles of EPA-estimated range (FWD) and is a top seller in GM’s EV lineup.
“General Motors is making strategic production adjustments in alignment with expected slower EV industry growth and customer demand,” a GM spokesperson said in a company statement.
The federal $7,500 EV tax credit ends September 30, 2025, under recently passed legislation that also eliminates increases in fuel-efficiency penalties.
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Industry analysts have indicated that EV sales may slow after the expiration of the tax credits. Sam Abuelsamid, Vice President of Market Research at Telemetry, said other automakers may also slow EV production after credits expire.
Reports indicate that GM Korea’s Technical Research Center has seen a reduced role in development of a small EV project aimed at the 2027-2028 timeframe, although GM Korea has stated the project continues as a global effort.
New labor regulations in South Korea known as the “Yellow Envelope Law” and increased US auto tariffs have prompted concern from foreign manufacturers, adding potential pressure to GM’s overseas manufacturing operations.
GM built its first modern electric car, the EV1, in 1996. The company launched the Chevy Volt in 2010 and developed the Ultium platform in 2020, which now powers its current lineup of electric vehicles.
GM is still expanding its charging options. The company says customers will have access to more than 65,000 public fast-charging bays by the end of 2025, growing to 100,000 by 2027, through GM Energy, EVGo, IONNA and other fast-charging stations.
Buyers may still qualify if they sign a binding written contract and make a payment by Sept. 30, even if delivery occurs later. Early-September promotions advertised Equinox EV leases under $250/month with significant due-at-signing; availability and terms vary.
GM has announced production cuts and delays for several EV models. The company points to slower expected industry growth and the end of federal tax credits. The changes affect plants in Tennessee, Kansas, and Detroit. August sales increased before the credit’s expiration. Consumers can still lock in incentives before the deadline. GM offers the Equinox EV and is expanding access to public fast-charging through partnerships.
