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Lower Demand for Electric Cars Dents GM's Sales
General Motors sold 2.5 million electric vehicles in 2025, becoming the US's second-largest EV seller despite a 43% drop in fourth-quarter deliveries.
- On Monday, General Motors reported a fourth-quarter US sales decline amid a broader slowdown while setting a full-year EV sales record and becoming the No.2 EV seller in the U.S.
- Policy shifts and incentive pullbacks prompted softened EV demand due to regulatory changes, federal tax credits ending, and high interest rates, while General Motors warned shareholders of overcapacity after a Q3 buying surge.
- Model-Level data show the Cadillac Lyric fell more than 45% and the Chevy Blazer EV nearly 80% in Q4, while deliveries of every GM EV dropped and BEV year-end sales weakened industry-wide.
- GM's gasoline lineup showed pickups and crossovers like the Chevrolet Equinox and GMC Sierra boosted annual sales, though Q4's sharp decline prompted production and inventory adjustments.
- Looking ahead, analysts project 15.8 million US sales in 2026, about 2.4 percent below 2025, while mixed Q4 results from Honda, Nissan, Volkswagen, Toyota, and Stellantis and tariffs could raise prices and reduce demand.
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At GM, the sales of the VEC plunged by 43% over a year in the fourth quarter. The post General Motors back sales to the 4T, the electricity in issue appeared first on Les Affaires.
Coverage Details
Total News Sources36
Leaning Left4Leaning Right4Center5Last UpdatedBias Distribution38% Center
Bias Distribution
- 38% of the sources are Center
38% Center
L 31%
C 38%
R 31%
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