US automaker pursuing EV transition via the Ultium platform (Chevy Equinox EV, Silverado EV) while remaining heavily dependent on ICE trucks and SUVs for the majority of its revenue.
Green Score
- Greenwashing risk
- high
- Data confidence
- high
- Method
- how it is calculated
Climate Impact & Solution35%22
Does the core business genuinely avoid or reduce emissions, or build climate resilience? Share of revenue that is actually 'green'. Fossil-dependent models score low.
Roughly two-thirds of GM's ~390 million metric-ton annual CO2e footprint derives from the ICE engines in the vast majority of vehicles it sells; EV volumes remain a small fraction of total output and the 2035 zero-emissions goal 'looks out of reach' at the current EV sales pace, meaning the core business is still a large, net-positive emitter.
Decarbonization & Targets20%28
Credible, science-based targets (SBTi), a real net-zero plan with progress to date, and CDP disclosure — not just a dated press release.
GM holds a self-declared 2035 light-duty zero-emissions goal and a 2040 carbon-neutrality target, but its SBTi validation was withdrawn in 2024 — leaving no independent scientific verification — and supply-chain (Scope 3) emission roadmaps are absent, with peers such as Ford and Toyota maintaining active SBTi-aligned targets.
ESG & Operations15%38
Operational footprint, labour and social practices, and governance quality across the company's own operations and supply chain.
GM reports a 46% Scope 1 & 2 reduction since 2018 via renewable-energy procurement and publishes an annual sustainability report with supplier CDP engagement (92% of tiered suppliers by spend), but Scope 3 supply-chain plans are weak, no ResponsibleSteel/SteelZero participation, and labour and community programs are modest relative to the company's emissions footprint.
Transparency & Verification15%40
Quality of disclosure, independent third-party verification, and how much hard data backs the company's claims.
GM publishes a TCFD-aligned report and participates in CDP supply-chain surveys, but the 2024 SBTi departure removes independent third-party verification of headline targets, Scope 3 roadmaps are unquantified, and the sustainability report explicitly notes that forward-looking statements are estimates based on assumptions with no external assurance.
Integrity15%28
Controversies, litigation, pollution, fossil-fuel lobbying, conflict-zone involvement and governance scandals. Higher means cleaner.
GM spent $20 million lobbying in 2025 — among the highest of any U.S. company — to weaken federal and state vehicle-emissions and fuel-efficiency rules that its own sustainability targets depend on; faces an ongoing securities class action over alleged Cruise AV misrepresentations; and carries a broad docket of product-defect, environmental-compliance, and data-privacy class actions.
Updated 8/4/2026
Why it's on ClimateTicker
General Motors is on a climate platform because of its publicized all-electric ambition — a 2035 ICE phase-out and 2040 carbon-neutrality pledge — underpinned by meaningful EV investment and the Ultium battery architecture. However, the core business today is overwhelmingly driven by high-margin ICE trucks and SUVs that account for the vast majority of revenue, GM withdrew from SBTi validation in 2024 leaving all climate targets self-declared, and the company spent $20 million lobbying in 2025 to weaken the very vehicle-emissions rules its own goals depend on. Investors should treat this as a laggard-in-transition, not a climate solutions provider.
Commitments & Certifications
Controversy & Greenwashing Watch
GM spent $20 million on lobbying in 2025 — more than almost any other U.S. company — to overturn federal and state vehicle-emissions and fuel-efficiency rules, directly contradicting its own 2035 zero-emissions and 2040 carbon-neutrality commitments.trellis.net
Shareholders filed a 2025 proxy proposal noting GM discloses no roadmap to reduce steel and aluminum supply-chain emissions (≈16% of its climate contribution) and lags peers like Volvo, Mercedes-Benz, and BMW in low-carbon steel procurement.sec.gov
A 2024 class action alleges lithium-ion batteries in 2017–2019 Chevrolet Bolt EVs can catch fire when charged to near-full capacity, highlighting product-safety risks in GM's own EV lineup.classaction.org
Following the October 2023 Cruise robotaxi pedestrian-dragging incident, Cruise paid a $1.5 million NHTSA fine under a 2024 consent order while DOJ, SEC, California DMV, and CPUC investigations remain active.sec.gov
A 2024 class action alleges GM's OnStar unit shared customers' driving behavior data with LexisNexis without their consent, raising material data-privacy governance concerns.classaction.org
A consolidated securities class action alleges GM and Cruise executives misrepresented the AV technology's capabilities and concealed details of an October 2023 pedestrian-injury incident; a motion to dismiss was largely denied in March 2025.labaton.com
GM exited the Science Based Targets initiative in 2024, stripping its emissions commitments of independent scientific validation and drawing criticism from institutional ESG investors who use SBTi status as a primary screening criterion.thesustainableinnovation.com
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