GM’s EV Sales: 2010 to 2020

With the killing of the Chevrolet Volt, GM’s US EV sales have actually declined 3 straight years. And surprisingly, in only 3 years has GM had lower EV sales in the US than in 2020 (2010, 2011, 2015).

My 2025 GM US EV forecast (see latest article)  is almost the same (241,000) as the cumulative volume (246,711) GM sold over the 11 year period 2010-2020. And while the forecasted 2025 volume would be 10X the 2020 US EV sales, the base is quite low and the 2025 volume would only account for less than 10% of GM’s US vehicle sales.

While the Chevrolet Bolt is GM’s sole EV model in the US, for many years the Volt PHEV was the top or one of the top selling EVs in the US. And in 2017, the combined sales of the Volt and Bolt reached nearly 44,000.

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Ford F-150 Lightning Averaging US Sales of ~2,200 Per Month

With initial deliveries in April 2022, the Ford F-150 Lightning is on pace for roughly 15,000 units sold in the US in 2022. The Lightning, the BEV version of the iconic F-150, averaged 2,242 units the last 3 months (September-November), based on new EVAdoption analysis.

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Ford F-150 Lightning Averaging US Sales of ~2,200 Per Month

With initial deliveries in April 2022, the Ford F-150 Lightning is on pace for roughly 15,000 units sold in the US in 2022. The Lightning, the BEV version of the iconic F-150, averaged 2,242 units the last 3 months (September-November), based on new EVAdoption analysis.