General Motors plans to build hybrid versions of three of its best selling SUVs, the Chevrolet Traverse, Buick Enclave and GMC Acadia, at its Lansing Delta Township plant in Michigan, according to a Reuters report citing people familiar with the matter.
The move marks a reversal for an automaker that had bet heavily on an all electric future.
What GM confirmed
After the report was published, GM issued a statement saying it intends to invest in the Lansing Delta Township assembly plant to prepare it for future hybrid production.
The company, which currently builds the Traverse, Enclave and Acadia at the site, did not disclose which nameplates would get hybrid powertrains or when they would arrive. The automaker plans to build hybrid models of the Chevrolet Traverse, Buick Enclave and GMC Acadia at a factory in Lansing, Michigan, the people said. Combined, those mechanically similar models are among GM’s strongest sellers in the US. The report follows GM’s work retooling a Michigan Cadillac plant with federal funding, a separate project GCN has previously covered involving electrification investment tradeoffs at another facility.
Barra signals a broader shift
GM CEO Mary Barra told analysts during the company’s earnings call last week that the automaker would have hybrids in multiple segments.
On the call, Barra said, “From a hybrid perspective, we will have hybrids in our portfolio in multiple segments, the key segments that we participate.”
Barra also said, “We will have hybrids. They have already been added,” noting that a lot of where the hybrid activity is, it is in compact car, midsize car, and minivans, which are three segments we are not a part of right now. GM executives in the past have said that hybrids add too much cost and complexity, and that they preferred to invest in EVs.
Why GM is reversing course now
US hybrid sales have taken off this year as car shoppers seek relief from higher gas prices. GM, which only sells a hybrid version of the Chevy Corvette in the US, has lost market share this year, while strong hybrid players like Toyota have gained.
GM’s U.S. market share dropped to 16.6% in the first nine months of the year, from 17.4% a year prior, while hybrid leaders Toyota and Honda gained.
The shift comes as hybrid demand has surged industry-wide in the U.S. in 2026. That shift echoes broader industry momentum GCN has tracked in coverage of a Kentucky-built hybrid SUV that helped another automaker push its electrified sales mix to a record share.
The planned hybrid variants would also challenge rivals already established in the segment. A hybrid Traverse or Acadia will also have to contend with the Kia Sorento Hybrid, rated up to 37 MPG combined by the EPA, the Hyundai Santa Fe Hybrid, and the plug-in hybrid variant of the Mazda CX-90.
Market reaction and what comes next
GM shares rose about 6% on Tuesday after the plans surfaced.
The move is seen as an attempt by GM to recover lost market share as rising gasoline prices push consumers toward hybrids, a trend that has given hybrid leaders such as Toyota and Honda a sales advantage.
The timing of the planned hybrid models couldn’t be learned. GM has not named a model year or specified whether the hybrid system will be a conventional setup or a plug-in variant, leaving key details for a future announcement closer to production.
Until the new hybrids arrive, the only hybrid GM has sold in the U.S. market is a version of the Chevrolet Corvette, underscoring how limited the automaker’s electrified gasoline lineup has been compared with rivals that built out hybrid options across multiple vehicle segments over the past decade.
