The EV Pivot and the $7.9 Billion Reset

General Motors took $7.9 billion in EV-related charges in 2025, restructured battery production, and dramatically slowed its EV ambitions while reaffirming that electric vehicles remain its long-term "north star." Understanding this pivot — what changed, why, and how GM is responding — is essential for any candidate, both for "Why GM?" answers and for behavioral questions about adapting to change.