US: Common Motors BEV Gross sales Disillusioned In Q2 2023

Common Motors experiences 691,978 car deliveries in the course of the second quarter of 2023 in the US, which is nineteen p.c greater than a yr in the past. The whole quantity to date this yr amounted to 1,295,186 (up 18 p.c year-over-year).

Then again, all-electric car gross sales in the course of the interval are disappointing – decrease than within the report first quarter and particularly restricted with regards to Ultium-based BEVs.

In Q2, the corporate delivered 15,652 BEVs (up 117 p.c year-over-year, from a comparatively sluggish Q2 2022), which can also be 2.3 p.c of the overall quantity.

Regardless of this being the third-highest quarterly lead to GM’s historical past, the quantity remains to be comparatively low and principally targeted on the Chevrolet Bolt EV/Bolt EUV duo (13,959 or 89% of all BEVs), which will likely be retired later this yr.

With out the Bolts, GM would have only one,693 different BEV gross sales as a result of the Cadillac Lyriq ramp-up is sluggish, whereas the GMC Hummer EV Pickup is transferring backward. On the finish of Q1, we anticipated that the quantity will improve to some thousand items, earlier than transferring to a five-digit stage in Q3 and This autumn.

We listed all of the numbers for Cadillac, Chevrolet, and GMC manufacturers under, with hyperlinks to detailed experiences.

There’s an attention-grabbing distinction of 298 items between GM’s whole and the sum of Cadillac, Chevrolet, and GMC BEV gross sales, which makes us imagine that these is perhaps BrightDrop vans. Nonetheless, there was no distinction within the earlier quarters, so it is perhaps one thing else.

GM BEV gross sales in Q2 2023:


To this point this yr, GM delivered greater than 36,000 all-electric automobiles within the US (about 2.8 p.c of its whole quantity).

GM BEV gross sales YTD in 2023:

  • Cadillac (Lyriq): 2,316 (new)
  • Chevrolet (Bolt EV/EUV): 33,659 (up 361% year-over-year)
  • GMC (Hummer EV Pickup): 49 (down 94% year-over-year)
  • different/undisclosed: **298
  • Complete: 36,322 (up 373%) and a pair of.8% share of GM’s quantity
    * excluding an undisclosed variety of BrightDrop all-electric vans
    ** calculated because the distinction between the overall and the sum of Cadillac, Chevrolet, and GMC BEV gross sales

For reference, in 2022, Common Motors delivered 39,096 all-electric automobiles within the US (up 57% year-over-year), which was 1.7 p.c of the overall quantity.

In 2023, GM ought to have the ability to simply double all-electric car gross sales. Within the earlier experiences, GM mentioned that its goal in North America is 50,000 BEVs produced within the first half of the yr and double that within the second half of the yr, which signifies 150,000 in whole.

Gross sales are often slightly bit behind the manufacturing, and narrowing the quantity simply to the US, we should always anticipate at least 100,000+ car deliveries in 2023.

By 2025, the corporate wish to improve BEV gross sales in North America to 1 million yearly (about 250,000 per quarter).


Possibly we simply need to be extra affected person, and GM’s Ultium future will quickly speed up. The corporate introduced that this yr will launch a number of new fashions, together with the Chevrolet Silverado EV, Chevrolet Blazer EV (the primary already rolled off the manufacturing line) and Chevrolet Equinox EV, in addition to a smaller model of the BrightDrop van (the Zevo400) and the Cadillac Celestiq.

In the meantime, in August, we’ll see the all-new Cadillac Escalade IQ reveal.


The checklist of GM fashions consists of:

  • BrightDrop Zevo 400 (launch in 2023)
  • BrightDrop Zevo 600 (ramp-up)
  • Cadillac Celestiq (launch in 2023)
  • Cadillac Lyriq (ramp-up)
  • Cadillac Escalade IQ (unveiling on August 9, 2023)
  • Chevrolet Blazer EV (Summer time 2023)
  • Chevrolet Bolt EV/Bolt EUV (manufacturing finish in 2023)
  • Chevrolet Equinox EV (Fall 2023)
  • Chevrolet Silverado EV (Spring 2023)
  • GMC Hummer EV Pickup (ramp-up)
  • GMC Hummer EV SUV (mid-2023)