Part 9/11:
The expiration date for GM’s comfortable relationship with SAIC looms ominously on the horizon—2027. With that, GM will face two stark choices, both equally precarious. Should SAIC opt to not renew the joint venture agreement, GM would be left without access to the Chinese market, risking immediate bankruptcy.
A Dire Future Ahead
Should renewal occur, GM may simply transform into a badge-engineering operation, with all substantial value captured by SAIC. The clock is ticking, and GM finds itself unraveling after decades of strategic misalignment, managerial negligence, and short-term profit chasing.