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Tesla Is Still Selling Shiny Future: GM Shipped 111% More EVs - Tesla (NASDAQ:TSLA), General Motors (NYSE:GM)

UNITED STATES, JUL 22 – Tesla's U.S. electric vehicle sales fell 14% year-over-year in Q2 2025 while GM doubled its EV sales, leveraging a diverse lineup and manufacturing flexibility, analysts said.

  • In the first half of this year, Tesla sold 31,000 fewer cars, while GM moved 78,000 EVs, Cox Automotive noted.
  • Falling deliveries signal lagging demand before the tax credit deadline, as the federal $7,500 EV tax credit nears its September 30 expiration.
  • Amid inventory pressure, Tesla’s incentives and GM’s surge illustrate divergent strategies, with GM reported on Tuesday a 111% EV sales increase in the second quarter.
  • GM CEO Mary Barra called EV profitability their "North Star," while Stephanie Valdez Streaty warned of dealers creating urgency, signaling strategic industry signals.
  • Cox Automotive expects EV buying to peak before September 30, Stephanie Valdez Streaty predicted record Q3 2025 EV sales, followed by a collapse in Q4, signaling market volatility.
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arenaev.com broke the news in on Tuesday, July 22, 2025.
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