General Motors is at greater risk than rivals Ford Motor and Stellantis of disruption to electric vehicle production from a prolonged UAW strike – though some analysts say that could also buy it time to repair nagging issues. While Ford and Stellantis are introducing several revamped combustion-engine models this fall, GM's immediate focus is on electric vehicles – with plans to launch or ramp up production of at least five new ones. GM has been struggling much of the year to smooth out hiccups in battery manufacturing as well as its EV supply chain and logistics, including delivery to dealers of its Cadillac Lyriq and GMC Hummer EVs.
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