GM AND FORD’S RECENT EV SALES NUMBERS EXPLAINED

EV Channels Review

This video delves into the recent Q1 2025 EV sales figures, highlighting GM's significant lead over Ford, largely attributed to GM's broader EV portfolio including the Equinox EV, Blazer EV, and Silverado EV, compared to Ford's Mustang Mach-E and F-150 Lightning. While GM leads in overall volume, the F-150 Lightning is identified as the best-selling EV truck. The discussion also touches upon the discrepancy in reported sales numbers between GM and Ford, potentially due to differing inclusions of commercial or fleet sales, and licensed platform sales (like Acura's Prologue). A key point is GM's dominance in Canada, driven by the popular and more affordable Equinox EV, which has surpassed Tesla's Model 3 in that market due to pricing and supply chain advantages. The hosts also speculate on future GM EVs, including a potential Suburban EV and the return of the Bolt on the Ultium platform, which could further bolster GM's market position if priced and specced competitively. The video also briefly critiques Stellantis's strategy of platform longevity.