General Motors Co (GM.N) said Tuesday it will invest $7 billion in Michigan, much of that aimed at dramatically boosting production of full-size electric pickups, intensifying a battle with rival Ford Motor Co (F.N) for EV supremacy in North America.

Both U.S. automakers, however, will have to contend with current leader Tesla (TSLA.O), which will soon open a second U.S. plant in Austin, Texas, and is on pace to sell more than 1 million electric vehicles globally in 2022.

GM said its Detroit-Hamtramck and Orion Township plants will be able to build more than 600,000 electric trucks a year by late 2024, with three other plants in Tennessee, Ontario and Mexico boosting the company’s total North America EV production capacity to more than a million units by late 2025.

In January, Ford said it will have the annual capacity to build 600,000 electric vehicles, including 150,000 F-150 Lightning pickups, within 24 months, when it aims to become “the clear No. 2 electric vehicle maker in North America” behind Tesla. – Reuters