General Motors
NYSE: GM29Laggard· ProvisionalUS 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.
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.source ↗
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.source ↗
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.source ↗
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.source ↗
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.source ↗
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.source ↗
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.source ↗
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