Engine No. 1 backs General Motors' vision to electrify the auto industry.
GM has laid out a vision to convert 100% of its annual car sales to battery electric vehicles by 2035.¹
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
Mobility Becomes Electric — The Role of Automotive OEMs in Speeding the Battery Electric Vehicle Future.