Hello and welcome to the Automotive News Shift podcast, where we bring you the latest on automotive technology, trends, and transformation.

I'm Molly Boygan, tech and innovation reporter at Automotive News.

Our guest today is Eric Jesse, managing director at Boston Consulting Group.

He spoke to Automotive News's Lindsay Van Hully about a new report that suggests that some

automakers may have left some alternative power train segments too soon.

I think that for the next decade, most of the automakers are going to want to have some form of

ice engine, some form of hybrid, and then ultimately they'll end up needing a BED.

But first, let's talk about the week. For that, I'm joined by my colleague, Kurt Nagel,

senior reporter at Crane's Detroit Business covering manufacturing. Hi, Kurt.

Hi, Molly.

Thanks so much for joining us. So, Kurt, you wrote this week about how General Motors is delaying its electric truck program.

We love a crane communication scoop across the brands. So what did you learn from your reporting?

Thanks. Yeah, that's right. So GM has told suppliers that its lower cost, refreshed version of its electric trucks,

which had been on pace to start production in 2008, was being pushed back to the start of the next decade.

Basically, an indication of the company's priorities and how it's looking at the slope of adoption for all electric pickups at this point.

And you also learned that GM may be developing an extended range EV.

Why is the company doing this at the same time as it's delaying

the electric truck program? Yeah, so my supplier sources have told me that the automaker has

engaged them in studies on the eREV technology, as well as hybrid technologies across the board. I want to be clear that, you know,

there's no indication that there's been any determination made at this point. And I wouldn't

expect there to be any time soon. Right now, it seems that, you know, everything, in terms of

propulsion strategy, everything's kind of on the table for GM at this point.

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