The second quarter of 2025 painted a chaotic picture of the electric vehicle market in the United States. While General Motors enjoyed a breakout quarter, most other automakers, especially Tesla and Ford, stumbled hard. EV sales are now a mix of breakthroughs and breakdowns.
And all of this is happening under a White House that has turned decisively against green subsidies.
GM Breaks Away From the Pack
Despite a political environment hostile to clean energy, GM managed to deliver a stunning 111% increase in EV sales compared to the same quarter last year, moving 46,280 electric vehicles. The Detroit automaker’s investment in new models appears to be paying off.
Chevrolet Equinox EV sales soared 1,600% to 17,420 units.
GMC Hummer EV saw a 54% jump, hitting 4,508 units sold.
Cadillac Optiq and Cadillac Lyriq also posted strong gains.
GM now commands an estimated 13% share of the U.S. EV market and is emerging as a real contender to Tesla’s long-standing dominance. Many analysts attribute this rise to both product quality and a growing consumer backlash against Tesla CEO Elon Musk’s polarizing political activities.
Tesla Loses Momentum
‘Tesla, the market leader for years, is now clearly in retreat. The company delivered 384,122 vehicles globally in Q2, a 13.5% decline year-over-year. U.S. sales fell an estimated 16.7% to 125,000 units.
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