Long-term Strategy ConcernsThe company continues to dismantle its strategy in areas like BEV, China, and AV, lacking a long-term plan.
Pricing And Demand ChallengesGeneral Motors faces pricing headwinds and uncertain EV demand impacting their 2025 guidance.
Tariff And Regulatory RisksTrump tariffs and EV IRA roll-back as major headwinds, with GM estimated to see greater impact from Mexico/Canada tariffs.