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The second quarter of 2025 took a chaotic view of the electric vehicle market in the United States. When General Motors enjoyed a breakout quarter, most other cars, especially Tesla and Ford, hard. Home sales are now a mixture of improvements and splitting.
All this happens under a white house that is resolved against green subsidies.
GM gets away from the package
Despite the fact that a political environment is a fantastic enemy, GM has managed to increase 111% in the house sales carrying 56,280 electric vehicles compared to the same quarter of last year. Detroit seems to have paid the car manufacturer to put in new models.
- Chevrolet Equinox home sales rose from 1600% to 17,420.
- GMC Hummer Homes saw a 54% jump sold in 4,508 units.
- The Cadillac Optiq and Cadillac Lyrig also placed their strong profits.
Now GM commands an estimated 13% share of the US household market and turns out as a real opponent that Tesla is a long-lasting dominance. Many analysts, both product quality and TESLA Director General Elon Musk’s polarize polarize polarize polarize polarize political activity provides retreat.
Tesla loses momentum
‘Tesla, the market leader for years, is already withdrawn. The company reduced 384,122 vehicles on a global scale in Q2, from 13.5% to year. US sales fell to about 16.7% to 125,000 sections.
Industrial experts say Tesla’s difficulties will go beyond competition. Management of the management of the Donald Trump, the Government Efficiency (DOGE) was alienated by many liberal and progressive buyers, which once the Director of the Dogin Department.
Ford’s home lineup also struggles
Ford’s home unit was not better. The company’s electric vehicle sales decreased by 31.4% in G2, which only 16.438. Key models such as F-150 lightning and e-transit minibus decreased by 26% and 88%, respectively.
Even the home of Ford, the home, Mustang Mach-E, saw a 20% decrease. Due to a security recall covering more than 317,000 vehicles, the sales order in the quarter increased Ford’s home speed.
Toyota, Hyundai and Kia: Mixed signals
Toyota continues to win the land, but mainly behind hybrid and plugin hybrid vehicles. 320,817 “Electric vehicles” were sold in Q2, about 30% a year ago. However, only a small part of this total consists of battery electric vehicles (Bevs).
Hyundai and Kia were reported steep landings
- Hyundai Ioniq 5: 12% down
- Hyundai Ioniq 6: 8% down
- Kia EV6: 69% down
- Home9: 79% down
Both companies refused to share sales information for other electrical models such as Kona’s house and Niro house.
A mixed picture for mixed houses
The changing landscape was also extended to the new, “Violator” electric vehicle producers. Rivian, known for electric trucks and SUVs, was delivered to 10,661 per second quarter, noting the 22% decrease. Although this drop appears, Rivian said that during this period, the production of 2026 models of production was deliberately limited to prepare for the commissioning of vehicles in July.
On the contrary, Luxury Housemaker Lucid increased 33309 to 33309 33309 units of 33% to 33%. It records a new record for the quarterly supply of Lucid and its seventh consecutive quarters.
Future Surge: Tax Credit Cliff Approaches
This turbulent market is a federal policy on the market. President Trump will pay $ 4,000 for $ 7,500 for new EVS, which has signed the Law on July 4, the Federal Tax Credit for New EVS.
The bill also sow stimuli for the sun, heat pumps and other green energy products and eliminates fuel and efficiency sentences for cars.
Like the use of use, many industrial followers are waiting for shopping to shopping in discounts for consumers in Q3. But after September?
Is a real test.
Weed
The home market enters the period of uncertainty. GM rises. Tesla falls. Ford revolves. Withdraws the federal government support. Q2 If there was a confusion, Q3 could be a nutrition wrath and Q4 calculation.
