Ford Loses Second Spot As EV War Heats Up In America

General Motors is having a great year when it comes to electric vehicles. Sure, some reports indicate sales might be cooling off in some corners of the market, but for GM, things are hot. The company says its EV sales have jumped 94 percent year over year, and one of its brands, Chevrolet, now ranks second only to Tesla in U.S. EV sales.

That’s not a small gap, though. Tesla still held nearly 44 percent of the U.S. EV market in the first quarter of the year, with 128,100 vehicles sold, or roughly as much as everyone else combined. However, Tesla’s May figures aren’t available yet, making a direct comparison with GM impossible.

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Still, GM managed to sell 62,830 electric cars, trucks, and SUVs between January and the end of May. The first quarter alone saw a 94 percent year-over-year jump, and that momentum hasn’t let up. May turned out to be the company’s second-best month ever for EV sales, pushing GM to a 15.5 percent share of the current EV market.

Chevrolet carried much of that weight, accounting for over half of those numbers with roughly 37,000 deliveries during the same period. Leading the charge was the electric Equinox, which became GM’s best-selling EV with 21,804 units delivered.

Strong Numbers and Stronger Momentum

“Customers are responding in record numbers to our world-class portfolio of electric and gas-powered vehicles,” said Rory Harvey, executive VP and president of global markets. “In the first two months of the second quarter, we more than doubled our EV sales compared to the same period last year.” Lots of those sales are coming from the top EV seller, Tesla.

In fact, according to Scott Bell, vice president of global Chevrolet, over half of the sales GM has this year are conquest sales, meaning customers are switching over from other brands. He told the Detroit Free Press that the Equinox is a major player here.

“It’s certainly the most affordable EV out there with that kind of range. It is by far the leader in the clubhouse; it doubles our Blazer volume easily on a monthly basis,” said Bell. “Once you convert to an EV, you’re not leaving. Especially once you’ve invested in the infrastructure, a home charger, 86% of them will stay.”

Interestingly, General Motors’ figures are even more impressive when compared to Ford’s. The Blue Oval brand delivered 34,132 cars during the first five months of the year, marking an 8.3 percent drop from the same period in 2024. That’s right, Chevrolet outsold Ford, and that doesn’t take into account any of the sales from Cadillac and GMC. No doubt, some of that success comes from GM’s wider range of available EVs.

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At the same time, both GM and Ford are doing just fine when it comes to their combustion-engine businesses. Hybrids are selling great, too. We’ll get a clearer picture of the EV sales landscape soon. GM will announce its second-quarter sales numbers on July 1. Other automakers will no doubt do the same around the same time.