[Electric delivery van BrightDrop on a street]
Tramino
After pausing production last spring and exploring strategic options for its struggling BrightDrop unit, General Motors (NYSE:GM [https://seekingalpha.com/symbol/GM]) has decided to discontinue the electric commercial van, citing weak EV demand and higher costs tied to shifting regulations and imports from Ingersoll, Ontario. Production will not be relocated.
“The decision to end production of the BrightDrop electric delivery van is driven by market demand and in no way reflects the commitment and skill of our workforce at CAMI,” said Kristian Aquilina, managing director of GM Canada.
“The decision is part of broader adjustments the company is making to North America EV capacity,” the company said in a statement [https://news.gm.ca/en/home/newsroom.detail.html/Pages/news/ca/en/2025/oct/1021_gm-ends-production-of-brightdrop.html].
The BrightDrop was the only vehicle being produced at GM’s Canadian Automotive Manufacturing Inc (CAMI) facility. The plant was retooled in 2022 to shift production from the Chevy Equinox to BrightDrop.
With the CAMI plant to be shut down, GM (NYSE:GM [https://seekingalpha.com/symbol/GM]) said it will work with the Canadian autoworkers union, Unifor, and follow the provisions of the collective agreement regarding severance. Hourly employees will be paid six months of salary and the potential for lump sum payments and other benefits.
General Motors (NYSE:GM [https://seekingalpha.com/symbol/GM]) did not disclose any associated costs with the closure of the facility.
MORE ON GENERAL MOTORS
* General Motors Company 2025 Q3 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4831416-general-motors-company-2025-q3-results-earnings-call-presentation]
* General Motors: Thesis Update And Q3 Earnings Preview [https://seekingalpha.com/article/4830854-general-motors-thesis-update-and-q3-earnings-preview]
* Earnings Preview: Who Will Do Better Between Ford And GM? My Money Is On GM [https://seekingalpha.com/article/4830740-earnings-preview-who-will-do-better-between-ford-and-gm-my-money-is-on-gm]
* General Motors rallies as tariff mitigation efforts gain traction, sets upbeat FY25 guidance [https://seekingalpha.com/news/4505900-general-motors-rallies-as-tariff-mitigation-efforts-gain-traction-sets-upbeat-fy25-guidance]
* General Motors beats top-line and bottom-line estimates; raises FY25 EPS outlook [https://seekingalpha.com/news/4505852-general-motors-beats-top-line-and-bottom-line-estimates-raises-fy25-eps-outlook]
General Motors shelves BrightDrop, closing Canadian facility
Published 3 weeks ago
Oct 21, 2025 at 2:14 PM
Positive
Auto