Ford Loses Second Place as Electric Vehicle Competition Intensifies in America | Carscoops

      Ford’s electric vehicle sales decreased by 8.3 percent in the first five months of this year, putting it behind Chevrolet in the same timeframe.

      Chevrolet sold approximately 37,000 electric vehicles during the first five months of 2025, securing the second spot among U.S. EV manufacturers, following Tesla. This puts Ford at best in third place after a challenging first quarter.

      General Motors is experiencing a strong year in the electric vehicle sector. While some reports suggest a slowdown in sales for certain market segments, GM is thriving. The company reports a 94 percent increase in EV sales year over year, with Chevrolet now ranking second behind Tesla in U.S. EV sales.

      However, the gap remains substantial, as Tesla commanded nearly 44 percent of the U.S. EV market in the first quarter of the year, selling 128,100 vehicles—approximately equal to the total of all other manufacturers combined. Tesla's sales figures for May are not yet available, making it impossible to draw a direct comparison with GM.

      In total, GM sold 62,830 electric cars, trucks, and SUVs from January to the end of May. The first quarter alone experienced a 94 percent year-over-year increase, and this momentum is continuing. May turned out to be the company’s second-best month ever for EV sales, giving GM a 15.5 percent share of the current EV market.

      Chevrolet played a significant role in these numbers, contributing over half with approximately 37,000 deliveries during the same period. The electric Equinox led the way, becoming GM’s top-selling EV with 21,804 units sold.

      “Customers are responding in record numbers to our world-class portfolio of electric and gas-powered vehicles,” stated Rory Harvey, executive VP and president of global markets. “In the first two months of the second quarter, we more than doubled our EV sales compared to the same period last year,” much of which came from the top EV seller, Tesla.

      According to Scott Bell, vice president of global Chevrolet, over half of GM’s sales this year are conquest sales, indicating customers are moving from other brands. He mentioned to the Detroit Free Press that the Equinox is a significant contributor to this trend.

      “It’s certainly the most affordable EV out there with that kind of range. It is by far the leader in the clubhouse; it easily doubles our Blazer volume on a monthly basis,” Bell remarked. “Once you convert to an EV, you’re not leaving. Especially once you’ve invested in the infrastructure; a home charger ensures that 86% will stay.”

      Notably, General Motors’ figures stand out even more when juxtaposed with Ford’s performance. The Blue Oval brand reported 34,132 deliveries during the first five months of the year, reflecting an 8.3 percent decline compared to the same period in 2024. Consequently, Chevrolet has outperformed Ford, excluding any sales figures from Cadillac and GMC. GM’s broader range of EV options undoubtedly contributes to this success.

      Both GM and Ford continue to perform well with their combustion-engine businesses, and hybrids are also selling effectively. A clearer view of the EV sales landscape will emerge soon, as GM plans to announce its second-quarter sales figures on July 1, with other automakers expected to do the same around the same time.