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GM says EVs are the future — but trucks are going to take it there

In the PowerPoint deck for the General Motors Capital Markets Day presentation, one of the more disturbing things comes early on, during GM President Mark Reuss' initial remarks, in an area where he is discussing the company's overall strength in trucks. The point being made is that GM has a truck for all and sundry. And there it is, a phrase on a slide that should send chills up the spines of those who still pine for the old Bob Seger "Like a Rock" Silverado ads: "Little bit country. Little bit rock 'n' roll." That's right. Donny and Marie. Somehow the Denis Leary snark in the F-150 ads is all the more appealing. The Capital Markets Day presentation was chock full of observations about electrification and automation (Reuss and CEO Mary Barra both noted that the corporation's vision is one of "Zero Crashes. Zero Emissions. Zero Congestion." Dan Ammann talked about the progress being made at Cruise Automation; Reuss rolled out the plan for an array of electrified vehicles, with a luxury EV and a compact SUV being the "Centroid Entries" for the modular bases of many others). But it is worth noting that there is no getting away from the power of pickups in the U.S. market, as that was the central topic in Chief Financial Officer Dhivya Suryadevara's comments, with "Truck Franchise" being flanked by "Key Financial Priorities" and "Financial Outlook." Clearly, to gloss the old phrase, the truck segment is where the money is. Suryadevra enumerated how the truck segment is significantly different than other types of light vehicles. Among her points: GM, Ford and FCA have more than 90% of market share. The truck parc has been growing and aging over the past 10 years. Customers are fiercely loyal to the segment—as in 70% of truck buyers are truck buyers. A good number of the vehicles are for commercial use (40 percent). Trucks are "less prone to. . .mobility disruption." Trucks offer high margins. Translaton: The segment is one that they're solidly positioned in. There are lots of old trucks on the road that will need to be replaced by new ones. Perhaps buyers may switch from a Sierra to a Canyon, but it will be a truck. If your livelihood depends on that type of vehicle, even if gas prices go up or the economy begins to go south, you're going to stick with it. Most of the country isn't San Francisco, so trucks will continue to be essential. And, well, they're profitable in the extreme.

Would you pay $17 a month to give your older Ford connectivity?

When it was first introduced in 2007, there was nothing like the original Ford Sync system, since it allowed car owners to connect and use a portable device better than anything that came before it. And because it was a brought-in/tethered and software-based system, Sync leveraged a device's connectivity and was easily updated. It took competitors awhile to catch up: Toyota Entune wasn't available until 2011, and Chevy MyLink didn't roll out until 2012. But now Ford is the one playing catchup since it stuck with the brought-in strategy while most other automakers were quicker to add connectivity via an embedded cellular modem. Ford initially installed 2G/3G modems in its small fleet of electric and plug-in electric vehicles starting in 2012 so that owners could keep tabs on charging. Embedded connectivity came to Lincoln in 2014, and Ford began adding onboard 4G LTE via Sync Connect to select cars starting with the Escape in 2015. To get more cars connected more quickly, last week the automaker rolled out its FordPass SmartLink solution that plugs into the OBD port of 2010 to 2017 model year vehicles. This lets owners retroactively get onboard Wi-Fi, set up a "geo-fence" to keep tabs on a car's location, receive vehicle health reports and allows remote engine starting and door locking/unlocking using a smartphone app, among other features. But to connect older Ford vehicles will cost owners $16.99 a month for two years, not including installation. Ford throws in 1 GB of data or a 30-day trial, whichever comes first, after which owners have to add the vehicle to their Verizon shared data plan, which supplies connectivity for SmartLink, or establish a new account. (Disclosure: Autoblog is owned by Verizon.) By comparison, GM's 4G LTE data plans start at $10 a month for 200 MB and goes up to $30 for 3 GB, and owners can also add a car to an AT&T shared-data plan. But OnStar doesn't have a separate monthly subscription for the embedded modem or an installation charge, and standard features via the RemoteLink Mobile App are free for the first five years of ownership. FCA's Uconnect Access service also uses an embedded modem to provide similar telematics features for $20 per month following a free one-year trial, while a la carte in-car Wi-Fi is offered for $10 per day, $20 per week or $35 per month.

Recharge Wrap-up: GM, LG Chevy Bolt collaboration, Honda Energy Star plants

Green Car Reports details the relationship between GM and LG in the development and production of the Chevy Bolt. The unique relationship between the two companies began in 2008, and now sees LG producing a multitude of systems for the Bolt, many of which were designed by or with GM. LG's involvement in the Bolt has gone so deep as "defining what will this vehicle be, everything from how we are going to package it, what size it should be, what kind of performance it should have," according to Pam Fletcher, GM's Executive chief engineer for electrified vehicles. Forgoing the traditional automotive relationship for a more collaborative one doesn't just save money, but it also gives GM access to LG's suite of technologies and manufacturing capabilities. Read more at Green Car Congress. The EPA has awarded three Honda factories with Energy Star certification. The automaker's assembly plants in Marysville and East Liberty, Ohio have now earned Energy Star certification ten consecutive years. The Marysville plant added LED lighting, hydrogen-powered tow motors and forklifts, high efficiency HVAC and direct-fired water boilers. The East Liberty facility added new LED lighting and replaced a large water heater with a high-efficiency one. Honda's newest US plant, Honda Manufacturing of Indiana, installed LED lighting and used energy efficient features in its recent expansion. Honda also cites a culture of energy-mindedness – for every associate – for its success. "When everyone involved considers energy efficiency and how they can help the environment, results improve," says Karen Heyob, Honda's sustainability boss in North America. Read more from Honda. The student-led Associated Students of the University of Montana (ASUM) Transportation has ordered two Proterra electric buses. The 40-foot Catalyst Fast Charge buses will serve the campus, and will recharge with a semi-autonomous fast charger. "As part of our ongoing effort to innovate service, align with student advocacy and reduce our carbon footprint, we take great pride in our decision to go electric," says ASUM Office of Transportation Director Jordan Hess. "We hope this encourages – and challenges – other universities to seriously consider the economic and environmental benefits of zero-emission buses." Read more in the press release below. First Student-led Transit Agency in the U.S.