Climate

How GM plans to make its ambitious EV goals reality

The automaker's chief sustainability officer is optimistic that GM is well-positioned to rapidly scale up the EV side of its business.

Kristen Siemen, chief sustainability officer of General Motors Co., during the Aspen Ideas Climate conference in Miami Beach, Florida, U.S., on Tuesday, May 10, 2022. The conference is designed for the public to interact, learn, and collaborate with engaged thinkers and doers whose ideas and actions are critical to address the realities of a changing climate. Photographer: Eva Marie Uzcategui/Bloomberg via Getty Images

"I think everything that’s been put in place to support the transition will be a real positive for the industry and for the country."

Photo: Eva Marie Uzcategui/Bloomberg via Getty Images

Automakers are on the cusp of an entirely new era.

The transition to electric vehicles is quickly becoming more than just theoretical: More models are coming onto the scene every day. This week, the Inflation Reduction Act was signed into law, enshrining a new structure for EV tax credits and offering a boost to domestic critical mineral mining. The transition isn’t coming a moment too soon, given that the transportation sector makes up the largest share of greenhouse gas emissions in the U.S.

In early 2021, General Motors became the first conventional car company to pledge to sell only zero-emission cars and trucks by 2035. And GM chair and CEO Mary Barra said the company’s goal is winning the “long game” when it comes to EV sales. To meet it, though, will require playing a bit of catchup.

In the last few years, a number of GM’s competitors have made ambitious pledges of their own, though the legacy automakers as a group have continued to lag behind EV-only stalwart Tesla in EV sales. Tesla delivered 254,695 new vehicles to customers in the second quarter of 2022, whereas GM’s Chevrolet and GMC brands together delivered just 7,217 plug-in EVs. Meanwhile, Ford’s EV second-quarter sales numbers are more than double GM’s, and the company has at least 200,000 pre-reservations for the electric version of its F-150 truck, the best-selling vehicle in the U.S.

Even so, GM feels its strategy is a winning one, targeting affordability via options like the Chevy Bolt — hovering above $25,000 for the 2023 model, after a dramatic $6,000 price cut — even as its competitors peddle flashier and pricier vehicles. And as the race for materials to build this wave of new EV models heats up, GM is prioritizing the longevity of its battery supply and manufacturing resources both in the U.S. and abroad.

Speaking with Protocol in the wake of the Inflation Reduction Act becoming law, the company’s vice president and chief sustainability officer Kristen Siemen’s outlook was positive: “We’re well on our way,” she said.

This conversation has been edited for clarity and brevity.

Do you anticipate that the IRA might make GM’s transition to EVs more challenging?

While some of the provisions are certainly challenging and won't be achieved overnight, we're confident that the investments that GM has been making in manufacturing and our workforce infrastructure are really going to enable the U.S. to be a global leader in electrification both today and in the future. We're excited about the provisions that will accelerate the adoption of EVs and strengthen American manufacturing and jobs: everything from the customer purchase incentives to tax credits and support for domestic mining and battery production. I think everything that’s been put in place to support the transition will be a real positive for the industry and for the country.

There have been a number of announcements from GM and its competitors in recent months about securing agreements for battery materials. What is GM’s approach, especially given the domestic sourcing requirements instituted by the IRA?

We have binding agreements for all of the battery raw materials that support our goal of a million units in North America by 2025; that includes lithium, nickel and cobalt. And we have agreements to supply the cathode active materials. [The Korean chemical giant] LG Chem has been a great partner with us for a number of years, and to have those battery assembly plants for cell manufacturing here in the U.S. is a true sign of how far we are on this transition to EVs. I've toured a few of those facilities, and things are really humming.

We're very committed to U.S. manufacturing and production. About 50% of our U.S. production will be converted to EVs by 2025, and we've announced four battery plants here in the U.S. We're well on our way to converting our entire portfolio and shifting into an all-EV future, and I think that innovation is going to continue to spur innovation.

How are you guaranteeing that your partners are sourcing their materials responsibly? Are you independently verifying the responsibility of their sourcing practices?

Earlier this year, GM issued an ESG pledge to our suppliers, which includes both human rights protections and fair operating practices, as well as our suppliers’ own carbon neutral goals. As we progress with our carbon neutral goals, we're looking for our suppliers to be there with us as well. [Editor’s note: GM has committed to invest $35 billion in its transition to selling only EVs by 2035, and is aiming for carbon neutrality by 2040.] This pledge asked our suppliers to set their own carbon neutrality commitments, as well as their participation and a minimum score with ESG ratings platform EcoVadis to really demonstrate their attention to everything from ensuring employee health and safety to avoiding corruption or forced labor. If any violations of those commitments came to light, they would be addressed immediately, no question.

We're really comfortable and confident in our supply chain and what we've already been able to secure for the portfolio in the near future, and coupled with our ESG pledge from our suppliers, we’re really confident in what that future looks like.

One other important piece of the puzzle when it comes to the transition to EVs is charging. Is having an open network a part of GM’s strategy?

This is an area where I feel that GM has really made a significant investment. We believe strongly in ubiquitous charging. One main pillar of equitable climate action is infrastructure access and that there aren’t charging deserts in communities that are disproportionately affected by climate change. Our partnership with Pilot and Flying J will accelerate the expansion of charging infrastructure and enable long-distance electric travel via a network of 2,000 chargers.

I’m also really excited about our partnership with our own dealers. They are extremely integrated into their communities. Over 90% of the population in the U.S. is no more than 5 to 10 miles from a GM dealership. So we've committed to install 30,000 charging outlets and to allow the dealers themselves to decide where they should be in their communities. So that may be a local community center or maybe it’s a collection of 10 soccer fields. We want to make sure that charging is available for everybody.

Enterprise

Microsoft’s new chief partner officer: 'Customers need help'

The new Microsoft Cloud Partner Program forces new certification requirements on the hundreds of thousands of partners that sell and support its products and services. Nicole Dezen says those changes now give customers “total clarity” into which ones are best suited to meet their cloud needs.

Nicole Dezen, Microsoft's chief partner officer, talked with Protocol last week about the company's announcement.

Photo: Microsoft

As Microsoft launches the biggest overhaul of its partner program today since 2010, its new chief partner officer says the changes will help enterprises and other customers more easily identify qualified partners that are the right fit to help with their cloud needs.

“All of our priorities, all of our design principles, are built with the customer in mind,” Nicole Dezen, Microsoft’s chief partner officer and corporate vice president of global partner solutions, told Protocol in an exclusive interview, her first since being appointed in July.

Keep Reading Show less
Donna Goodison

Donna Goodison (@dgoodison) is Protocol's senior reporter focusing on enterprise infrastructure technology, from the 'Big 3' cloud computing providers to data centers. She previously covered the public cloud at CRN after 15 years as a business reporter for the Boston Herald. Based in Massachusetts, she also has worked as a Boston Globe freelancer, business reporter at the Boston Business Journal and real estate reporter at Banker & Tradesman after toiling at weekly newspapers.

Sponsored Content

Great products are built on strong patents

Experts say robust intellectual property protection is essential to ensure the long-term R&D required to innovate and maintain America's technology leadership.

Every great tech product that you rely on each day, from the smartphone in your pocket to your music streaming service and navigational system in the car, shares one important thing: part of its innovative design is protected by intellectual property (IP) laws.

From 5G to artificial intelligence, IP protection offers a powerful incentive for researchers to create ground-breaking products, and governmental leaders say its protection is an essential part of maintaining US technology leadership. To quote Secretary of Commerce Gina Raimondo: "intellectual property protection is vital for American innovation and entrepreneurship.”

Keep Reading Show less
James Daly
James Daly has a deep knowledge of creating brand voice identity, including understanding various audiences and targeting messaging accordingly. He enjoys commissioning, editing, writing, and business development, particularly in launching new ventures and building passionate audiences. Daly has led teams large and small to multiple awards and quantifiable success through a strategy built on teamwork, passion, fact-checking, intelligence, analytics, and audience growth while meeting budget goals and production deadlines in fast-paced environments. Daly is the Editorial Director of 2030 Media and a contributor at Wired.
Workplace

An IPO may soon be in Notion’s future

Notion COO Akshay Kothari says there’s room to grow, aided by a new CFO who knows how to take a company public.

Notion has hired its first chief financial officer: Rama Katkar.

Photo: Courtesy of Notion

It’s been a year since Notion’s triumphant $275 million funding round and $10 billion valuation. Since then the landscape for productivity startups trying to make it on their own has completely changed, especially for those pandemic darlings that flourished in the all-remote world.

As recession looms, companies looking to cut costs are less likely to spend money on tools outside of their Microsoft or Google workplace bundles. Enterprise platforms are bulking up and it could spell trouble for the productivity startups trying to unseat them. But Notion COO Akshay Kothari says the company is still aiming to build the next Microsoft, not be the next Microsoft. And in a move signaling a new chapter of maturity, Notion has hired its first chief financial officer: Rama Katkar, Instacart’s former VP of finance.

Keep Reading Show less
Lizzy Lawrence

Lizzy Lawrence ( @LizzyLaw_) is a reporter at Protocol, covering tools and productivity in the workplace. She's a recent graduate of the University of Michigan, where she studied sociology and international studies. She served as editor in chief of The Michigan Daily, her school's independent newspaper. She's based in D.C., and can be reached at llawrence@protocol.com.

Securing the Enterprise

Securing the enterprise

There’s no let-up in the surge of cyberattacks against businesses. But shutting down the hackers will require many enterprises to evolve their strategy.

In today’s enterprise, “identity and security are very merged.”

Illustration: iStock/Getty Images Plus; Protocol
the Protocol team
Protocol focuses on the people, power and politics of tech, with no agenda and just one goal: to arm decision-makers in tech, business and public policy with the unbiased, fact-based news and analysis they need to navigate a world in rapid change.
Fintech

How neobanks are helping consumers game credit scoring

The CFPB says it is closely monitoring secured credit cards offered by neobanks.

Regulators are scrutinizing neobanks' card offerings.

Photo: Oscar Wong/Moment/Getty Images

About one in six Americans has a credit score below 619, according to the CFPB. Another 23% have too thin a credit file to score or no file at all. That puts them in a credit trap: To build credit, these consumers need someone to give them a line of credit with which they can demonstrate good financial habits. But with scores that low, few lenders are prepared to offer them anything.

Neobanks say they can solve the problem through a new twist on secured credit cards. But regulators are already scrutinizing their offerings.

Keep Reading Show less
Veronica Irwin

Veronica Irwin (@vronirwin) is a San Francisco-based reporter at Protocol covering fintech. Previously she was at the San Francisco Examiner, covering tech from a hyper-local angle. Before that, her byline was featured in SF Weekly, The Nation, Techworker, Ms. Magazine and The Frisc.

Latest Stories
Bulletins