• GM sold approximately 19,000 EVs in the US in July 2025, a 115% year-over-year increase.
  • The company has sold over 78,000 EVs in the first half of 2025, doubling its 2024 volume.
  • GM's performance contrasts with broader US EV market trends, where Q2 sales contracted by 6.3%.

GM's Electric Momentum

General Motors (GM) continues to defy softening demand in the US electric vehicle market, reporting a 115% year-over-year jump in July EV sales to approximately 19,000 units. This builds on a strong first half where the Detroit automaker moved over 78,000 EVs—more than double its 2024 volume—capturing 13-16% of the US EV market share.

The Chevrolet Equinox EV emerged as a standout, becoming the best-selling non-Tesla model in America. "We're seeing particularly strong uptake in entry-level segments," said a company spokesperson, highlighting how GM's diversified lineup is broadening EV adoption. The automaker now offers 11 electric models across its brands, with Buick, Chevrolet, and GMC all posting record or near-record sales performances in 2025.

Bucking Industry Headwinds

GM's gains come as the broader US EV market shows signs of strain. Industry-wide Q2 sales fell 6.3% year-over-year, with Tesla and Ford both reporting declines. Analysts attribute this to economic pressures and the impending September phase-out of federal EV incentives—a deadline that's creating unusual market dynamics.

"You're seeing two competing forces," noted one industry analyst familiar with GM's strategy. "The incentive expiration is pulling demand forward, while macroeconomic concerns are creating hesitation. GM's ability to grow through this speaks to their product mix and pricing strategy." The company's total US sales rose 12% in the first half, nearly triple the estimated industry growth rate of 4%.

The Road Ahead

With its new Tennessee LFP battery facility coming online, GM appears positioned to maintain momentum despite the incentive cliff. However, executives acknowledge challenges ahead. "The second half will test the underlying strength of EV demand," cautioned one GM insider, speaking on condition of anonymity. "We're watching Q4 especially closely."

As competitors retrench, GM's July numbers suggest the century-old automaker may be hitting its stride in the electric era—just as the market enters its most unpredictable phase.