US EV Deliveries

https://insideevs.com/news/755280/gm-ev-sales-q1-2025/
GM EV Sales Exploded In Q1 2025.

GM EV sales are up 94%, pacing to secure the company’s place as the second-biggest EV company in America. But there’s a big, big asterisk on that claim. The company is crushing it with EVs, but its two volume sellers are made in Mexico.

A Big Cliff Ahead?

https://insideevs.com/news/755282/hyundai-kia-record-first-quarter-2025-sales/
Hybrids and fully electric vehicles helped Hyundai achieve its best-ever first quarter sales on record. It also had its second-best March sales in its history.

How will tariffs affect deliveries?

Ford EV sales jumped 11% in the first three months of 2025, reaching 22,550 units.

Again-tariff impact?

1 Like

Dear TJ,

For the 2Q is but production can be moved quickly. Building a new plant probably won’t be necessary. Just move the equipment. Possible cost comparison of $350 million versus $2 B for a new plant.

Some years ago, FCA moved Jeep Cherokee production from Toledo to Belvidere. From announcement of the move, to the first car coming off the line in Belvidere, a year and a couple weeks elapsed.

Plant engineering needs to do the layout. Then the equipment needs to be ordered from vendors. Then install the equipment. When Ford retooled the Rouge for the next gen F-150, the plant was only down for 8 weeks, because all the preliminaries had been completed before the plant went down.

So, if an automaker’s honchos had been thinking that “adults” would reign TIG in, so they didn’t interrupt their golf game, now they are pooing their pants.

Steve

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Dear Steve,

Ouch! I googled AI’ed to ask…

Nothing nada nope “GM is reassigning destinations”

In other words GM is expecting a sales slow down anyway.

GM is on target.

Tesla has it worse.