General Motors plans to build hybrid versions of the Chevrolet Traverse, Buick Enclave and GMC Acadia at its Lansing Delta Township assembly plant in Lansing, Michigan, a move that signals a sharp pivot toward gas-electric vehicles amid a pullback in EV demand and GM's scaling back of electric production. GM has not said when hybrid production will actually begin, and it has not named which specific models will get the hybrid treatment beyond confirming the plant will be retooled to handle them.
The company said it plans to invest in the Lansing Delta Township plant to prepare it for hybrid-vehicle production, according to investing.com. Reports on the size of that new commitment diverge: eletric-vehicles.com puts the figure at $750 million to build hybrid three-row crossovers at the plant, while freep.com reports GM would commit about $1 billion in additional investments. The Free Press reports that the roughly $1 billion commitment would be additional to $1.25 billion in previously announced upgrades for the Delta Township plant. Electric-vehicles.com identifies the $1.25 billion investment as being for Lansing Grand River.
GM builds the Chevrolet Traverse, Buick Enclave and GMC Acadia at Lansing Delta Township today, as autonews.com notes, and Crain's Detroit Business reported the $750 million commitment as additional to the $1.25 billion previously announced for the plant. The facility is coming off a record year: it produced more than 291,000 vehicles in 2025, the highest annual output in the site's history, the Free Press reported.
GM's Hybrid Lineup Is Nearly Nonexistent Today
Right now, GM's hybrid presence in the U.S. market is almost nothing. The company currently offers just one hybrid model, a version of the Chevrolet Corvette, according to CNBC. CEO Mary Barra said GM will have hybrids in its portfolio across multiple segments, a comment reported by the same eletric-vehicles.com account that detailed the plant retooling plans.
The timing lines up with a broader shift in what Americans are buying. National hybrid sales increased 23% during the first nine months of 2026, accounting for roughly 15.6% of new-vehicle sales, according to MiTechNews. CNBC separately reported that U.S. hybrid sales rose 23% year over year in the second quarter, representing a record 16.3% of sales from April through June, with compact crossover/SUV and midsize vehicles the fastest-growing hybrid segments.
EV Sales and Market Share Have Both Slipped
GM's own electric-vehicle sales tell a different story. The automaker's U.S. EV sales declined 43% during the first nine months of 2026 compared with the same period a year earlier, per MiTechNews' reporting, which also noted Ford's EV sales fell 68% over the same stretch. GM's overall U.S. market share dropped to 16.6% in the first nine months of the year, down from 17.4% a year before, investing.com reported, while hybrid leaders Toyota and Honda gained ground.
GM has also taken a financial hit tied to its EV retreat. The company has recorded $11.2 billion in EV-related charges since the second half of 2025, including a $7.4 billion cash impact, according to the Free Press. AutoForecast Solutions expects GM to begin offering plug-in hybrids in late 2027 to early 2028 with a roughly 70-mile electric range across its lineup, per CNBC's reporting.
A Federal Grant's Earlier Chapter
In 2024, the U.S. Department of Energy awarded GM a $500 million grant to prepare its Lansing Grand River plant for EV production, though the money was not released. Toyota, for comparison, has already committed $912 million and 252 new jobs across five U.S. manufacturing plants to boost its own hybrid capacity, as part of a broader $10 billion domestic investment pledge detailed in a release from Toyota's pressroom.
