General Motors

Engine No. 1 backs General Motors' vision to electrify the auto industry.

Engine No. 1 sees a once-in-a century opportunity for the auto industry to transform and believes that General Motors (GM), the fifth-largest global automaker, is well positioned to lead the way.

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GM has laid out a vision to convert 100% of its annual car sales to battery electric vehicles by 20351.

Looking at GM through Engine No. 1’s Total Value Framework, we believe that the company’s early lead on battery technology and plan to leverage scale as a competitive advantage is not reflected in its current valuation, especially compared with upstart competitors.

GM’s all-electric plan can shrink its emissions by 78% by 2035 and save billions in social costs. Here’s how.2

GM’s investments in the technology to build a new platform and convert its entire production fleet to electric vehicles will prove crucial in driving down the auto industry’s greenhouse gas emissions and driving innovation at scale.

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Mobility Becomes Electric — The Role of Automotive OEMs in Speeding the Battery Electric Vehicle Future.

Written in collaboration with auto expert John Paul MacDuffie, professor of management at the Wharton School, University of Pennsylvania, the paper outlines the need for original equipment manufacturers (OEMs) to lead the transition from internal combustion engines to all-electric vehicles — and the opportunity for increased shareholder value in that move.

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Engine No. 1 Founder and Executive Chairman Chris James appeared on CNBC’s Squawk Box.

Chris James joined to discuss the firm’s investment in and support for GM's vision to transform its business.

Recorded on October 4, 2021.