The second quarter of 2025 drew a chaotic image of the electric car market in the United States. While General Motors enjoyed a quarter of a breakthrough, most other auto manufacturers, especially Tesla and Ford, have fallen hard. EV sales are now a mixture of breakthroughs and collapses.
And all this happens under the White House, which has been decisively against green benefits.
GM is separated from the package
Despite the anti -clean political environment, General Motors managed to make an amazing increase of 111 % in EV sales compared to the same quarter last year, with 4,6280 electric cars transported. It seems that the investment of Detroit Motors on the new models is fruits.
- EXHINOX EV sales increased by 1600 % to 17,420 units.
- GMC Hummer EV has seen a 54 % jump, up to 4,508 units sold.
- Cadillac Optic and Cadillac Like also published strong gains.
General Motors now requires a 13 % share of the US EV market and appears as a real competitor to Tesla’s long domination. Many analysts attribute this height to both the quality of the product and a violent reaction consumed against Elon Musk’s CEO, Tesla Elusk.
Tesla loses momentum
Tesla, the leading market company for years, is now declining. The company delivered 384122 vehicles worldwide in the second quarter, a decrease of 13.5 % on an annual basis. American sales decreased by about 16.7 % to 125,000 units.
Industry experts say Tesla problems go beyond competition. Musk’s participation in the Donald Trump administration, as head of the controversial government efficiency department (DOGE), has dismissed many liberal and progressive buyers who formed a major segment of the Tesla customer base.
The Ford EV collection is also fighting
Ford EV was not much better. The sales of the company’s electric vehicles decreased by 31.4 % in the second quarter, with a total of 16,438 units only. Main models such as F-150 Lightning and E-Transit Van decreased by 26 % and 88 %, respectively.
Even the best Ford performance in Ford, Mustang Mach-E witnessed a 20 % decrease. It was ordered to stop during the quarter due to the safety summons, which included more than 317,000 vehicles for more Ford EV momentum.
Toyota, Hyundai and Kia: Mixed Signs
Toyota continues to win the Earth, but to a large extent on the back of hybrid vehicles and hybrid components. 320,817 “electrified vehicles” sold in the second quarter, an increase of approximately 30 % over last year. But only a small part of this total consists of electric cars for battery (Bevs).
Hyundai and KIA reported a sharp decrease
- Hyundai Ioniq 5: 12 % decrease
- Hyundai Ioniq 6: 8 % decrease
- Kia EV6: 69 % decrease
- Kia EV9: 79 % decrease
Both companies refused to share sales data for other electrical models such as Kona EV and Niro EV.
Mixed image also for sabotage EVS
The changing landscape also extended to the latest “sabotage” electric car manufacturers. Rivian, known for its electric trucks and four -wheel drive vehicles, delivered 10661 units in the second quarter, which represents a 22 % decrease from last year. Although this decrease may seem worrying, Rivian stated that its production was intentionally limited during this period to prepare for the launch of its vehicles in the year 2026 later in July.
On the contrary, the EV Luxury Ev maker witnessed a noticeable increase in delivery operations, increasing 38 % to 3,309 units in the second quarter. This represents a new record for the quarter -annual connections of Lucid and their seventh quarter -consences from the increasing delivery operations.
The next boom: the approach of the tax credit is approaching
The real wild card in this troubled market is the federal policy. A “beautiful, beautiful, beautiful bill”, which was signed in the law on July 4, will end the federal tax credit of $ 7,500 for the new EVS and credit of $ 4,000 for EVS used on September 30. These benefits were the cornerstone of the law of reducing inflation during the Biden era and helped to adopt EV throughout the country.
The draft law also cuts solar energy incentives on the surface, heat pumps, and other green energy products, and removes fuel efficiency penalties for auto manufacturers.
Since the expiration date, many industrial monitors expect a rush of purchases in the third quarter while consumers are scrambling to lock the discounts. But after September?
This is the real test.
We took
EV market enters a period of uncertainty. General Motors rises. Tesla falls. Ford is a stampede. The federal government has declined its support. If the Q2 is a chaos, the Q3 can be madness of nutrition, and the Q4 a account.
https://gizmodo.com/app/uploads/2021/12/358332e424e140b1a7cba10430bdbe44.jpg
Source link