Core Insights - U.S. automakers are diversifying into the energy storage sector as they shift focus from electric vehicles (EVs) and aim to utilize their battery factories, which have substantial investments [1][2] Industry Overview - The energy storage market leverages similar technology as EV batteries, providing solutions for homes, businesses, and utilities [1] - Electricity demand is increasing, driven by the growth of data centers and the electrification of appliances, although the future demand for energy storage remains uncertain [3][4] - Renewable energy sources face intermittency issues, and batteries can help mitigate this by storing excess energy for later use [4] Company Developments - Ford is converting its Kentucky battery factory to produce energy storage batteries and plans to allocate space in its Michigan factory for residential storage [5][6] - Tesla's Energy division has been profitable, with margins significantly higher than its automotive business, contributing about 20% to total revenue [7] - General Motors (GM) has launched GM Energy and introduced the PowerBank, with sales reportedly increasing fivefold since January [8][9] Market Demand - The cost of battery storage systems has decreased significantly compared to projections from 15 years ago, and there is a guaranteed customer base due to regulatory requirements in some states [10] - The residential battery market, while promising, faces challenges due to high costs for homeowners [11] - Demand from commercial sectors, particularly data centers, is expected to surge, with projections indicating a potential threefold increase in energy demand by 2028 [12] Challenges and Competition - Transitioning to energy storage is fundamentally different from automotive sales, requiring distinct marketing and technical approaches [14][15] - Automakers like Ford lack direct experience in energy storage, which may pose challenges in competing with established players in the market [16] - There are incentives for U.S. manufacturing in the energy sector, particularly against foreign competition, which could benefit companies like Ford [16][17]

来源：环球网 【环球网科技综合报道】1月15日消息，据InsideEVs报道，通用汽车CEO玛丽·博拉近日在底特律汽车记 者协会会议上明确表示，该公司将持续专注美国市场的全面电动化战略，暂不推出插混车型。这一决策 源于对美国市场消费习惯与使用场景的深度研判，并非产品层面的局限。 值得关注的是，通用汽车曾在中国市场推出雪佛兰探界者Plus插混版车型。该车型作为主流跨界SUV， 不仅沿用了消费者熟悉的车型名称，更在国内测试标准下实现了超965公里的综合续航，产品力与美国 市场需求高度契合。但即便如此，通用汽车仍决定不让其进入美国市场，核心原因在于企业对电动化路 线的长期战略选择。 博拉将全面电动化定义为通用汽车的"最终形态"，她解释称，插混车型在美国面临着现实困境——其设 计初衷是通过一定比例的纯电行驶降低油耗和排放，但这一目标的实现依赖于用户频繁充电的使用习 惯。而实际情况是，大多数美国插混车主并未养成充电习惯，加之美国国内油价持续走低，进一步削弱 了车主的充电意愿。 这一现实也得到了相关研究的印证。国际清洁交通委员会2022年的研究显示，插混车型的实际纯电行驶 占比远低于监管机构的假设水平，导致其真实燃油消耗 ...

通用汽车表示，未来两年将在墨西哥投资10亿美元用于当地的生产运营，并称此举是对该国"长期承 诺"的一个标志。通用汽车将把重点放在以国内需求为目标的项目上，其在墨西哥拥有超过12%的市场 份额。 ...

Core Points - The Federal Trade Commission (FTC) has finalized an order prohibiting General Motors (GM) and its OnStar service from sharing specific consumer data with reporting agencies, requiring explicit consumer consent for data collection [1][5] - The order follows a New York Times report revealing GM's collection and sale of drivers' geolocation and driving behavior data to third parties, impacting insurance rates [2] - GM has discontinued its Smart Driver program, which tracked driving behaviors, and ended third-party telematics relationships with data brokers [3] Data Collection and Consent - The FTC alleged that GM misled consumers during the enrollment process for OnStar services, failing to disclose data collection and sales to third parties [4] - Under the new order, GM must obtain explicit consent from consumers at the point of sale regarding data collection linked to their vehicle's VIN [5] - Exceptions to the data collection ban include sharing location data with emergency responders and for internal research purposes [6] Consumer Rights and Privacy Measures - GM is required to establish a process for U.S. consumers to request their data, seek deletion, and disable precise geolocation data collection [7] - The company has begun overhauling its data collection and privacy policies, consolidating privacy statements and enhancing customer access to personal information [9] - GM emphasizes its commitment to customer privacy and transparency as vehicle connectivity becomes more integral to the driving experience [10]

Under the order, General Motors and its subscription-based telematics service OnStar are prohibited from sharing certain consumer data with consumer reporting agencies. ...

SOUTHFIELD, Mich., Jan. 14, 2026 /PRNewswire/ -- S&P Global Mobility today announced the winners of its 30th annual Automotive Loyalty Awards, with General Motors and Tesla again earning the two highest awards for customer retention. The winners were celebrated during a ceremony at the Detroit Auto Show on January 14, 2026. A closer look at the data reveals the distinct strategies that propelled this year's winners. Product redesigns proved to be a powerful loyalty driver, as seen with Mini's win for 'Most ...

Core Viewpoint - The articles primarily focus on the disclosure of analysts regarding their positions and opinions on various stocks, emphasizing transparency and the importance of independent research in investment decisions [1][2][3] Group 1: Analyst Disclosures - Analysts have no current stock, option, or similar derivative positions in the companies mentioned but may initiate a long position in GM within the next 72 hours [2] - The articles highlight that the opinions expressed are personal and not influenced by any compensation from the companies discussed [2] - There is a clear emphasis on the need for investors to conduct their own due diligence before making investment decisions [1][3] Group 2: Research Focus - The research covers stocks that are often undercovered, with a primary focus on Brazil and Latin America, while occasionally addressing global large-cap stocks [1] - Contributions are made to platforms like TipRanks and TheStreet, indicating a commitment to providing valuable insights to investors [1]

Key Takeaways GM sold nearly 1M NEVs in China in 2025, over half of deliveries, as volume and penetration reached records.GM and joint ventures delivered nearly 1.9M vehicles in China, up 2.3% YoY, as NEV sales rose 22.6%.GM brands fueled growth as Buick ELECTRA debuted, and Wuling Hong Guang MINIEV topped 435k sales.General Motors’ (GM) new energy vehicle (NEV) sales in China totalled nearly 1 million units in 2025, representing more than half of the company’s total deliveries in the market. Both NEV volum ...

Core Insights - The U.S. auto industry experienced a strong performance in 2025, with total sales rising about 2% to approximately 16.2 million units, marking the best year since 2019 [1][9] - Despite high vehicle prices and rising financing costs, demand for trucks and SUVs drove early-year growth, although the market slowed in the fourth quarter due to cooling electric vehicle (EV) demand following the expiration of federal tax credits [1][6] U.S. Auto Industry Performance - Car buyers faced record prices, with an average new vehicle price of $50,326 in December 2025, a 0.8% increase from November [2] - General Motors (GM) remained the top-selling automaker in the U.S., delivering 2.85 million vehicles in 2025, a 5.5% increase from 2024, and extended its leadership in full-size pickups for the sixth consecutive year with sales of 940,000 units [3][9] - Toyota Motor (TM) was the second largest seller, delivering 2,518,071 vehicles, an 8% rise from 2024, with electrified models accounting for 47% of sales [4] - Ford (F) ranked third with total annual sales of 2.2 million vehicles, achieving a 13.2% market share, and its F-Series remained the best-selling truck in America with sales of 828,832 units, up 8.3% [5] Electric Vehicle Trends - U.S. EV sales fluctuated significantly in 2025, with early demand spiking before the expiration of federal tax credits, leading to a record third quarter, but a sharp slowdown occurred in the fourth quarter due to reduced incentives and affordability concerns [6][7] - Tesla (TSLA) faced its second consecutive annual delivery decline, with total deliveries of approximately 1.64 million vehicles, down from nearly 1.8 million in 2024, attributed to falling incentives and increased competition from Chinese EV makers [7][9] - Legacy automakers like Ford, GM, and Stellantis (STLA) adjusted their EV strategies in response to cooling demand, shifting resources towards higher-margin vehicles and proven revenue drivers [8][10] Future Outlook - The U.S. auto industry enters 2026 with caution, as easing inflation and expected interest rate cuts may support buying power, but a slower labor market could affect consumer confidence [12] - Government policy, including tariffs and fuel economy rules, will continue to impact the industry, with the renegotiation of the USMCA trade deal in 2026 being particularly significant [13] - New-vehicle sales are projected to decline to about 15.8 million units in 2026, a decrease of 2.4% from 2025, as the industry prepares for a new phase of transformation [14][15]

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