General Motors sold 4,508 electric Hummer trucks and SUVs in the U.S. during the second quarter, putting it within striking distance of Ford’s F-150 Lightning despite a steep price difference.
It was a strong quarter overall for GM’s EV lineup, making it one of the few automakers to post a year-over-year increase in U.S. electric vehicle sales, according to data released Tuesday. GM sold 17,420 electric Equinox SUVs, 3,056 electric Silverado pickups, 6,549 Blazer EVs, 1,810 Escalade IQs, and 1,524 electric GMC Sierra trucks.
BrightDrop Boosts GM’s EV Surge with Strong Van Sales and New Models
Sales from its commercial EV arm, BrightDrop, also grew significantly, with 1,318 electric vans sold — up from 490 a year earlier. In total, GM’s EV sales rose 111% for the quarter, even as it phased out the Bolt EV and EUV. The growth was partly due to new models that weren’t available in the same quarter last year.
That contrasts sharply with most other automakers’ EV performance in Q2, based on currently available data. Ford, for instance, saw a 31% drop in U.S. EV sales, driven by falling demand for its E-Transit vans and a decline in F-150 Lightning sales. In contrast, its hybrid sales rose over 23% year-over-year.
By mid-2025, Ford had sold just 38,988 EVs — nearly 12% fewer than at the same point in 2024 — despite overall sales growth, boosted in part by aggressive employee pricing amid rising automotive tariffs.
EV Market Faces Turbulence Amid Policy Uncertainty and Slowing Sales
After several years of momentum, the U.S. EV market is hitting headwinds. The Trump administration’s threats to eliminate federal EV tax credits and subsidies have added uncertainty. Even Hyundai, which has been a U.S. EV success story, reported Q2 declines of 12% and 8% for its Ioniq 5 and Ioniq 6, respectively. Kia fared even worse, with sharper drops for its EV9 and EV6 models. Tesla is expected to report similarly weak sales on Wednesday.
Ford experienced a nearly 20% year-over-year decline in Mustang Mach-E sales in Q2, with just 10,178 units sold. F-150 Lightning sales also fell sharply to 5,842 units — a 26% drop. E-Transit van sales plummeted to just 418, compared to 3,410 during the same period in 2024. (Ford told TechCrunch the decline was due to major fleet orders being fulfilled in Q1.)
In the early months of his second term, President Trump pushed for new automotive tariffs, temporarily boosting sales as consumers rushed to avoid potential price hikes. However, that surge hasn’t lasted for Ford’s EVs, which are beginning to show their age. The Mustang Mach-E launched in late 2020, and the F-150 Lightning followed in mid-2022. While Ford is developing a new line of more affordable EVs—starting with a compact electric truck—those models aren’t expected to launch until 2027.
Read the original article on:Techcrunch
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