GM Becomes #2 EV Seller in the U.S. as Affordable Models and New Battery Tech Drive Growth

General Motors (GM) is proving that its electric vehicle (EV) strategy isn’t just marketing—it’s a winning formula. In Q2 2025, GM surged past competitors like Ford and Hyundai to become the second-largest EV seller in the United States, trailing only Tesla.

EV Sales Soar 111% in Q2 2025

GM’s EV deliveries hit 46,280 units, marking a 111% year-over-year growth. Despite challenging financial conditions, the automaker's commitment to volume-based EV sales and future-focused battery innovation is paying off.

Chevrolet Leads the Charge

The biggest driver of this growth? Chevrolet. The brand saw a 146% jump in EV sales, led by the wildly successful Equinox EV, one of America’s most affordable electric SUVs.

Price: Under €29,900

Range: Up to 513 km per charge

Ranking: 3rd best-selling EV in the U.S. so far this year

With the addition of the Blazer EV and Silverado EV, Chevy now offers a broad EV lineup targeting both families and truck lovers.

Cadillac’s EV Revolution

GM’s luxury division Cadillac also delivered impressive numbers, with over 25% of its Q2 sales being electric. The brand now boasts a full EV lineup:

Optiq (entry-level)

Lyriq (midsize)

Vistiq (three-row SUV)

Escalade IQ (flagship luxury)

GM claims Cadillac is the leading luxury EV brand in the U.S., though it doesn’t include Tesla in that comparison due to price segmentation.

GMC Joins the Electric Push

GMC is expanding its EV footprint with the Sierra EV, joining the Hummer EV pickup and SUV to appeal to rugged utility buyers looking for electric alternatives.

Financial Challenges Persist

Despite strong EV sales and Q2 2025 revenue of €40.20 billion (beating expectations), profits dipped 35% to €2.59 billion. GM attributes this to lingering tariffs from the Trump-era trade policies, costing the company €0.94 billion this quarter alone.

To fight back, GM is investing €3 billion to reshape its North American production footprint, aiming for long-term resilience.

Battery Strategy: LFP and LMR

GM’s future hinges on battery innovation, especially cost-effective U.S.-based battery production.

🔋 LFP Batteries

Cheaper alternative to nickel-based batteries

Used in next-gen Chevy Bolt EV and upcoming Silverado EV (2027)

Expected range: ~563 km

Estimated savings: €5,100 per unit

Spring Hill, TN factory conversion wraps in 2027

🔋 LMR Batteries: The Game Changer

Lithium-Manganese-Rich (LMR) chemistry reduces reliance on nickel and cobalt

Uses manganese, which is cheaper and more abundant

LMR cell production begins in 2027 with LG Energy Solution

Full-size trucks/SUVs with LMR batteries debut in 2028

Projected range: over 644 km

Final Thoughts

GM's strategy of affordable EVs, advanced battery tech, and domestic supply chains is pushing the company closer to Tesla's throne. With new tech, broader model variety, and increasing production capacity, GM’s electric future looks increasingly powerful.