---
title: "Here’s the Reason There Are No Midsize Electric Trucks According to GM’s President: TDS"
date: "2025-10-20"
modified: "2025-10-20"
authors:
  - name: "Joel Feder"
    job_title: "Director of Content and Product"
    link: "https://www.thedrive.com/authors/joel-feder"
url: "https://www.thedrive.com/news/heres-the-reason-there-are-no-midsize-electric-trucks-according-to-gms-president-tds"
categories:
  - "News"
  - "The Downshift"
---

# Here’s the Reason There Are No Midsize Electric Trucks According to GM’s President: TDS

![Ford EV truck concept art.](<https://www.thedrive.com/wp-content/uploads/2025/08/Ford-Truck-EV-hero.jpg>)
*\<em\>Ford\</em\>*

Good morning and welcome to *The Downshift*, or *TDS* for short.

Light, tight, and right, *TDS* combs the Internet for all the latest automotive news and places it in one spot. Stories are summarized in a single, sometimes long, sentence accompanied by a link for those seeking more information.

The first cup of coffee is gone and I'm ready for a second, so let's get into it.

🚘 What I’m driving: Spent the weekend running around town in the 2026 Subaru Solterra, which leaves today, and I continue to to find new things to both be impressed with and perplexed by.

🛻 GM President Mark Reuss said the reason there are no midsize electric trucks today are the batteries, and lithium maganese rich (LMR) batteries could be the the key to [unlocking the midsize electric truck segment](<https://insideevs.com/news/776193/lmr-batteries-gm-midsize-electric-truck/>).

💸 The [Trump Administration imposed a 25% tariff](<https://www.autonews.com/manufacturing/an-trump-tariffs-credits-1018/?utm_id=gfta-ur-251020&share-code=DHXE25T5QFCSZKWEZZOSD6SR3U&user_id=4532198&customer_secondary_source=aac_articleGifting>) on all medium-and heavy-duty trucks and parts, but provided relief to many automakers, including Stellantis who builds the Ram HD in Mexico, with a USMCA exemption to dull the impacts.

🤑 Proxy adviser ISS [urged Tesla shareholders to reject Tesla CEO Elon Musk's $1 trillion pay package](<https://www.reuters.com/business/proxy-advisory-firm-iss-recommends-voting-against-tesla-ceo-1-trillion-pay-plan-2025-10-17/>) citing reduced board flexibility and the "astronomical" size of the proposed grant along with the setup that could deliver payouts for partial goal achievement.

👨‍💼 [Porsche announced](<https://newsroom.porsche.com/en/2025/company/porsche-dr-michael-leiters-becomes-ceo-on-1-january-2026-40864.html#:~:text=January%201%2C%202026-,Dr.%20Michael%20Leiters%20will%20become%20CEO%20of,AG%20on%20January%201%2C%202026&text=The%20Supervisory%20Board%20of%20Porsche,as%20CEO%20of%20Volkswagen%20Group.>) ex-McLaren CEO, and former Ferrari CTO and Porsche Cayenne project manager, Dr. Michael Leiters as the automaker's new CEO beginning January 1.

🚕 The NHTSA is [investigating Waymo self-driving taxis](<https://www.reuters.com/business/us-investigates-waymo-robotaxis-over-safety-around-school-buses-2025-10-20/>) for school bus safety violations.

😢 GM [regrets killing the Cadill](<https://www.motor1.com/news/776294/gm-regrets-killing-cadillac-ct6/>)[a](<https://www.motor1.com/news/776294/gm-regrets-killing-cadillac-ct6/>)[c CT6](<https://www.motor1.com/news/776294/gm-regrets-killing-cadillac-ct6/>) full-size sedan in the U.S. market.

🏭 Supply chain issues are now [hitting Ford and Jeep](<https://www.wsj.com/business/autos/car-industry-supply-chain-issues-218b19b9?mod=autos_news_article_pos1>) as a parts shortage begins to take hold thanks to the inability to secure enough aluminum to build vehicles.

🔋 The return of the Chevrolet Bolt isn't a one-off situation according to GM President Mark Reuss, as an [entire "family" of low-cost EVs](<https://insideevs.com/news/776067/cheap-gm-ev-family-chevy-bolt-mark-reuss/>) is on the way from General Motors.

🏁 Weekend Race Results:

- Formula 1 United States Grand Prix at Circuit of the Americas- Max Verstappen took the win for Red Bull Racing.
- NASCAR Cup Series YellaWood 500 at Talladega Superspeedway - Chase Briscoe won for Joe Gibbs Racing.

*Have feedback on the formatting of TDS? Send us a note: tips@thedrive.com*

## Author
Overseeing what you see, read, touch, hear, and interact with from the vast lakes of Minnesota, Joel Feder shapes how The Drive looks and operates as the head of content and product initiatives. On a daily basis, Joel leads the newsroom and editorial staff playing point on both short-term coverage and long-term strategic plans. His mission is to help ensure The Drive shapes the future of automotive media by helping the team execute original reporting, breaking news, and exclusive opportunities. Regarded as an industry insider and recognized by colleagues, fellow journalists, and manufacturers as a point-person and leader in the industry, Joel owns and runs the largest automotive professionals group on Facebook in an effort to serve and help others. Joel serves as a juror for the World Car Awards. In addition, he is the board chair and chair of the governance and nominating committee for Move Forward MN, a local non-profit that helps at-risk youth with barrier-free mental health and housing services. While you’re reading this he’s either on his computer or iPhone chasing the latest news or drafting a story.

### Author social links  
[Instagram](<https://www.instagram.com/joelfeder/>)  
[LinkedIn](<https://www.linkedin.com/in/joelfeder/>)  
[Bluesky](<https://bsky.app/profile/joelfeder.bsky.social>)  
[Email](<mailto:joel@thedrive.com>)