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GM might lose 90-year U.S. sales crown over chip shortage

Automotive News editor Nick Bunkley tweeted on October 1 that according to AutoNews data, General Motors "has been the largest seller of vehicles in the U.S. every year since passing Ford in 1931." With automakers having turned in light car and truck sales data for the first three quarters of 2021, GM's 90-year-run might not reach 91. According to AN figures, Toyota was 80,401 vehicles ahead when the October workday started. Worse, GM is so far behind its historic pace that it might only sell enough light vehicles in the U.S. to match its numbers from 1958.  Meanwhile, the New York Times put a few more salient numbers to the pain GM and Toyota are enduring alongside the the rest of the industry. GM sold 33% fewer cars in Q3 2021 than it did in Q3 2019 during the dark days of the pandemic, 446,997 units this year as opposed to 665,192 last year. GM's Q3 2020 was only down 13% on Q3 2019. Over at Toyota, the bottom line showed a 1% gain in Q3 2021 compared to 2020, with 566,005 units moved off dealer lots. The finer numbers show two steps forward and one step back, though; Toyota's September sales were down 22% compared to last year.  GM remains optimistic about what's ahead, GM's president of North American operations telling the NYT, "We look forward to a more stable operating environment through the fall." We'd like to see that happen, but we don't know how it happens. The chip shortage said to have been the inciting incident for the current woes isn't over, and not only can no one agree when it will be over, the automakers, chip producers, and U.S. government still can't get on the same page about who needs what and when. Looking away from that for a second shows articles about "No End In Sight" for supply chain disruptions in early September, before China had to start working through power supply constraints, global supply chain workers started warning of a "system collapse," and roughly 500,000 containers sat waiting to be unloaded at Southern California ports — a record number seemingly broken every week. And back to chips, we're told just a few days ago the chip shortage is "worse than we thought."   For now, the NYT wrote that GM dealer inventory is down 40% from June to roughly 129,000 vehicles, and down 84% from the days when dealers would cumulatively keep about 800,000 light vehicles in stock. However, GM just announced it would have almost all of its U.S. facilities back online next week, although some would run at partial capacity.

GM mulling off-road variants of fullsize SUVs

According to General Motors, owners "just love off-roading with [its fullsize body-on-frame sport utility vehicles]," namely the 2015 Chevrolet Tahoe and Suburban and GMC Yukon. If that's the case, it's a bit odd that sales of the previous generation of these models with the Z71 off-road package didn't sell particularly well.
Perhaps, considering this disconnect between owner's thoughts and desires with actual sales, it's not surprising that General Motors is reportedly "considering" an off-road specific model. That means the package would include styling changes and badges along with suspension modifications and larger wheels with appropriately sized fender flares.
There's no indication if the off-road model would be called Z71 or when it may potentially go on sale, assuming it ever goes on sale at all.

GM Defense shows Hummer EV-based military truck concept

GM Defense wants to convince the U.S. military that it has even more of what the military needs. During this week's Modern Day Marine 2023 exposition in Washington, D.C., GM Defense showed a new tactical vehicle concept based on the GMC Hummer EV platform. Called the Electric Military Concept Vehicle (eMCV), it uses the same Ultium platform and drivetrain as the retail Hummer EV. That means a 200-kWh battery (usable) powering three motors making 1,000 horsepower, with the two motors in back capable of torque vectoring, the single motor in front fitted with a locking diff. Upgrades over the dealership version include Fox shocks working larger 37-inch tires and heavy-duty brakes. The redrawn front and rear bumpers improve approach and departure angles. The tube chassis and lack of body panels would shed some of the Hummer's prodigious weight, nevertheless, range is reduced as a result of the other mods that reduce aerodynamic efficiency. Among said mods to the six-seater is a 46-inch gun ring and a swing side-arm mount when it's time to clock in. The estimated range drops to 300 miles from the 329 on the retail Hummer EV. Being mostly electric – more on that in a moment – the eMCV has features Silent Drive and Silent Watch driving modes could get fighters on-station with minimal noise.Plugged into a fast charger capable of 350 kilowatts, GM Defense says 12 minutes gets 100 miles of range. But when silence isn't a necessary factor, this is a series hybrid. GM Defense added a 12-kW diesel generator that can provide "limited charging and propulsion," which could also help charge "mission-critical equipment." A while back, the Army purchased a commercial Hummer EV for evaluation. The military didn't request this new concept, a GM Defense spokesperson telling Defense News it was built as a sign of potential. "We're trying to showcase what is in the realm of the possible just so we can get the discussion going and help shape [the military's] future requirements," the spokesperson said. "They get to see the different sizes and how to customize it, the different options." The eMCV sat on the trade show floor next to GM Defense's All-Electric Military Concept Vehicle, a Chevy Colorado-based Infantry Squad Vehicle (ISV) powered by a 60-kWh battery juicing an e-crate motor with 200 hp and 266 pound-feet of torque. The eISV was also built as a demonstrator without military input.