Electric vehicles beware: Customers prefer SUVs
The highlighted part isn't just true in the US: in most of the world, trucks/heavy vehicles are subject to less stringent emissions standards than standard cars.
That's also the reason why I don't think electric/autonomous cars will be the revolutionary change everybody thinks they will be since people worldwide will drive fewer cars in general.
Ford, I believe, has a long-range plan to produce a fully-electric F-150. They envision people using it to camp and running electronic devices from it.
Such a change, if successful, would likely cause GM to follow suit and create an arms race within the pickup truck/SUV market. If you convince people they can get the same power and reliability but not have to put gas in it, you're going to make lots of money.