The largest U.S. automaker said the recall covers various Cadillac CT4 and CT5; Buick Envision; Cadillac Escalade and Escalade ESV, Chevrolet Silverado 1500, Suburban, Tahoe, GMC Sierra 1500, Yukon, and Yukon XL vehicles from the 2020 through 2023 model years.

The recall covers 740,000 U.S. vehicles and 85,000 in Canada.

GM said the body control module software will be updated by a dealer, or through an over-the-air update to address the issue.

The National Highway Traffic Safety Administration said the vehicles do not comply with a U.S. federal vehicle safety standard and glare could reduce visibility and increase the risk of a crash.

The recall is an expansion of a recall GM announced in November for the sale issue. GM said it is not aware of any injuries or accidents related to the recall.

The recall was prompted after a GM engineer submitted a report about the issue in October prompting a company investigation.

— David Shepardson reports on the U.S. transport sector for Reuters from Washington, D.C.

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The problem: How to modernize the largest combustion pickups to keep demand strong and profits flowing, without over-investing at a time when automakers need to spend on developing electric vehicles and battery factories.

At Ford, many of the newest things about the new Super Duty relate to connectivity and business productivity software that Ford hopes will generate revenue over the life of the vehicle. Ford CEO Jim Farley has stressed the importance of software-driven features and is hiring more executives with digital commerce experience.

Ford will install 5G modems in 2023 model Super Duty trucks to enable services such as driver behavior monitoring and digital paperwork systems for fleet operators. Dashboards have been reprogrammed to make it easier for companies that install specialized equipment such as hoisting arms to connect controls for their gear into the truck’s displays. Onboard scales will measure payloads and the new Super Duties will have more power plugs.

The Super Duty, General Motors’ rival Chevrolet Silverado HD and GMC Sierra HD heavy duty pickups and heavy duty versions of Stellantis’ Ram pickup are among the most profitable vehicles sold today by the Detroit Three automakers, or any rival.

Ford said the Super Duty franchise generates “more revenue than many Fortune 500 companies, including Southwest Airlines, Marriott International or Nordstrom.” Southwest reported $15.8 billion in revenue for 2021 (all figures US$).

Powered by big diesel or gasoline engines, Super Duty prices start at $41,240, but can range up to more than $100,000 for a fully loaded model.

Heavy-duty pickups such as the Super Duty and Silverado HD do dirty work in oil fields and on construction sites. But many are sold to individuals who use them to tow large trailers, and want the same connectivity and comfort features they would expect in a luxury SUV.

For now, battery electric powertrains cannot provide the same towing capability and driving range for heavy-duty pickups as combustion powerplants. Both Ford and GM are upgrading existing engines and transmissions, but not investing what it would take to develop new powertrains from scratch.

Ford on Tuesday unveiled the latest generation of the Super Duty at Churchill Downs racetrack in Louisville, not far from the factory where most Super Duty trucks are built.

Ford said Tuesday it will spend $700 million modernizing its Kentucky truck plant, and expects to hire another 500 workers at the plant to support Super Duty production.

One day ahead of Ford’s Super Duty reveal, Chevrolet outlined a list of improvements to its Silverado HD heavy pickup line, which trails the Super Duty in sales.

Chevrolet said it will now offer only a 10-speed Allison transmission on its heavy duty Silverado trucks. The 6.6-litre diesel engine’s horsepower and torque get a boost, and certain models get upgraded interiors with bigger display screens.

— Joe White is Reuters’ automotive industry correspondent in Detroit.

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Barra made her comments during the automaker’s annual shareholder meeting.

GM is pursuing a two-track strategy: Investing heavily in electric vehicles for North America, China and other markets, and funding those investments by trying to maximize profits from its North American combustion pickup truck and large SUV lineups.

Barra said GM is planning higher-priced versions of its Silverado large pickup and its large SUV models.

GM and its Detroit rivals Ford and Stellantis rely heavily on sales of large pickup trucks and SUVs for global profits. High U.S. gasoline prices in the past have undermined consumer demand for relatively inefficient models.

Nominal pump prices hit an average of above US$5 a gallon for the first time ever last week, the federal government said Friday.

GM is ramping up production of EVs. Barra said the Cadillac Lyriq electric sport utility is sold out through 2023.

In response to shareholder questions, Barra said the “clear priority” for using cash generated by its operations is to “accelerate our EV plans.” She did not rule out share buybacks or other approaches to returning cash to shareholders.

GM still expects to increase production this year by 25-30 per cent, despite continuing pressure on semiconductor supplies globally. Barra said GM is working to redesign vehicles to reduce the number of processors required by 95 per cent.

Barra serves as GM’s board chair and CEO. GM shareholders overwhelmingly rejected a proposal to separate those roles.

— Joe White is a Reuters global automotive sector correspondent in Detroit.

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GM CEO Mary Barra on Wednesday told the annual CES technology conference via video that the electric Silverado will launch in two stages in 2023, starting in the second quarter with a $39,900 WT work truck that will be delivered to a limited group of commercial fleets (all figures US$).

In the fall of 2023, GM plans to start delivering a consumer, outdoor adventure-oriented model that will start at $105,000 — more than an electric Mercedes EQS sedan.

Retail customers will see less expensive versions of the electric Silverado roll out in 2024 and beyond, Chevrolet officials said in briefings ahead of Barra’s CES speech. Barra was scheduled to make her speech online after GM pulled out of in-person attendance at CES due to the spread of the Omicron variant of the coronavirus.

The electric Silverado’s debut escalates a battle for sales and customer loyalty in a segment that includes some of the most profitable vehicles the Detroit automakers sell. Startup Rivian Automotive’s electric R1T pickup, first shown in 2018, and Tesla CEO Elon Musk’s polarizing vision for an all-electric pickup called the Cybertruck, spurred the Detroit Three to accelerate development of electric pickups.

The Cybertruck’s launch date remains uncertain. For now, the first lap of the electric pickup race is a contest among Ford, GM and Rivian, which began shipping the first of its $67,500 and up R1T models late last year.

The electric Silverado, built on the same architecture as the GMC Hummer EV, will enter the race for both fleet and consumer buyers a year or more behind the electric Ford F-150 Lightning. That gap reflects contrasting strategic choices by the long-time rivals.

Barra and GM president Mark Reuss are betting GM will win in the long run by first developing dedicated electric vehicle architectures and a vertically-integrated battery and motor production chain, then launching electric vehicle models in high volume during the middle and latter part of this decade.

By then, GM executives expect the costs of the company’s proprietary Ultium battery technology will be lower than rivals, conferring a decisive advantage.

Ford took a different path. The F-150 Lightning due for delivery starting this spring is a modified version of the current, gasoline F-150 that is part of the best-selling vehicle line in the United States.

Ford’s approach was faster, and Ford CEO Jim Farley last month said the company had to cap at 200,000 the number of reservations it will take from consumers for the truck.

Farley is pushing aggressively to build as many Lightnings as possible before GM’s Silverado and other rivals hit the market. On Tuesday, Ford said it planned to double capacity for building Lightnings at its Rouge complex in Dearborn, Michigan. to 150,000 vehicles a year. Ford last September said it was increasing Lightning capacity to 80,000 from 40,000 vehicles.

Ford also is starting work with battery partner, SK Innovation, on an $11.4 billion network of vehicle assembly and battery-making plants in Tennessee and Kentucky.

Ford and GM both are targeting commercial fleet customers with electric pickups priced just below $40,000.

GM said the WT, or work truck, version of the Silverado EV will have a 400-mile driving range and will first go to a select group of fleet customers under deals already negotiated. GM expects to deliver “tens of thousands” of electric work trucks, said Steve Carlisle, head of GM’s North American operations.

Ford and GM are taking different paths to winning retail customers. The F-150 Lightning for retail customers has a 300-mile range, a 400-litre capacity front trunk that can function as a drink cooler and an option that enables the truck to power a house during a blackout. It can carry 1,800 pounds of stuff. The consumer Lightning had a starting price of $52,974, excluding tax breaks, before Ford capped orders.

The electric Silverado RST for retail buyers has a 400-mile range, a “mid-gate” in the back of the cab that can accommodate kayaks and surfboards, but carries less cargo and will not have backup generator capability when it launches.

Carlisle said the generator function is “very much on the radar.” A Chevrolet spokeswoman said bi-directional charging to power a home will be available within the first year of production.

GM executives said they will emphasize the Silverado’s superior range in advertising that will start this year.

GM’s decision to charge European luxury car prices for the first Silverado RSTs mirrors the strategy for the first Hummer EVs, which started at over $110,000 and are now available for starting prices of $99,995 — more than double the average transaction price for a GM vehicle.

— Joe White is a Reuters automotive industry correspondent in Detroit.

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