General Motors Shows How The GMC Hummer Could Trump The Tesla Cybertruck

Feb. 05, 2020 1:15 PM ETGeneral Motors Company (GM)F, TSLA53 Comments
Anton Wahlman profile picture
Anton Wahlman


  • At its annual analyst meeting today, General Motors provided some very important details about its upcoming generation of battery-electric vehicles (BEVs).
  • In particular, GM talked about special off-road and towing-optimized versions of the GMC Hummer, the all-electric truck we will soon see fully unveiled.
  • The GMC Hummer will come in one, two and three motor configurations. It also may arrive on time in the second half of 2021, beating some competitors.
  • GM’s new battery is modular and could span from an implied 36-48 kWh on the low end, to 144-192 kWh on the high end, assuming 6-8 kWh per module.
  • GM will host an electric vehicle day on March 4, and unveil the first all-electric Cadillac SUV in April 2020.  Mass production to start in the second half of 2021.
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NOTE: A version of this article was first published on or about Feb. 5, 2020, on my Seeking Alpha Marketplace site.

General Motors (NYSE:GM) detailed important new information about its electric vehicle strategy in its Feb. 5, 2020, analyst meeting in New York City. Let’s start with two new calendar items, which were announced at this event:

  1. GM will host an electric vehicle day on March 4, 2020, at its technical development center in Warren, Mich.

  2. GM will show its first all-new generation battery-electric vehicle (BEV) - which it had previously revealed will be a Cadillac midsize SUV in a similar size to the current XT5 - in April 2020. This is the “Tesla Model Y” competitor, although it probably doesn’t reach U.S. dealerships in volume until the second half of 2021.

New important details about the GMC Hummer

Last week saw the first teaser about the GMC Hummer, which will be completely unveiled on May 20, 2020, and enter production in the second half of 2021 for a first delivery by December 2021. In the investor presentation on Feb. 5, GM’s second-in-command Mark Reuss provided further details about the GMC Hummer:

  1. It will come in one, two and three motor configurations. This seems identical in principle to Tesla’s (TSLA) Cybertruck announcement from last November.

  2. It will come in versions optimized for, among other things, towing and off-road performance. This is different from other electric trucks, insofar as we have not seen any such detail from those brands at this point.

Speaking of competitors - not only Tesla’s Cybertruck concept, but also Rivian, Bollinger and Ford (F) - GM said that it might just be first to market with the GMC Hummer.

As it stands, Rivian and Bollinger are set to start U.S. consumer deliveries approximately one year from now. That

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This article was written by

Anton Wahlman profile picture
I am a former sell-side analyst -- UBS 1996-2002, Needham 2002-2006 and ThinkEquity 2006-2008. These days I review automobiles and other technology products, as well as analyze the automotive and technology industries, and coming up with long/short ideas. I also continue to write (less frequently) on macroeconomics and politics.

Disclosure: I am/we are short TSLA. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: At the time of submitting this article for publication, the author was short TSLA. However, positions can change at any time. The author regularly attends press conferences, new vehicle launches and equivalent, hosted by most major automakers.

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