SHOCKING EV TRUCK SALES AND THE MOST UNEXPECTED REVERSAL!

EV Channels Review

This episode of Trucked Up(dates) delivers a comprehensive overview of the EV truck market in September, highlighting surprising sales surges and unexpected industry shifts. The reviewer commends GM's stellar EV performance, particularly the Silverado EV and the surprisingly strong Hummer EV sales, which even outsold the Tesla Cybertruck. Ford's F-150 Lightning, despite its age, retains its sales leadership, though the reviewer is critical of CEO Jim Farley's public statements, which seem to downplay Ford's own EV efforts and suggest a pivot away from pure EVs towards hybrids and less capable "pickup-like" vehicles. Tesla faces challenges with declining Cybertruck sales and a significant talent exodus, while Rivian shows strong growth and inventory reduction, indicating a demand for luxury EVs independent of incentives. The episode also covers the "nothingness" surrounding Stellantis's Ram REV and Scout Motors, with delays and a lack of concrete information. Telo Motors receives cautious optimism for raising a modest sum for small-scale production. Overall, the review points to a dynamic market with strong EV adoption, but also significant strategic uncertainties for established and emerging manufacturers.