GM and Ford Are Dialing Back on EVs

GM and Ford are mentioning electric vehicles on their quarterly investor calls at pre-pandemic rates, according to new data from TechCrunch and Hudson Labs. That's a sharp drop from the peak years when EV talk dominated earnings calls, strategy decks, and CEO speeches. The industry that spent billions betting on electrification is now talking about it like it's just another product line.

What's behind the silence is a familiar pattern. EV sales growth has slowed across the board, charging infrastructure has lagged behind promises, and consumers are still working out whether the math makes sense when gas prices fluctuate. Automakers who bet big on electrification are recalibrating — some pivoting toward hybrids, others extending the life of traditional models, and a few quietly pausing factory conversions that were supposed to reshape the American auto industry.

Why this matters for us: when the EV promise stalls, the workers at GM and Ford plants bear the cost, and communities that were told the future of auto work would be built around electric manufacturing get left holding the bag.