General Motors' EV program tracked: the 27.5% first-half sales drop, how the dead tax credit split Chevrolet and Cadillac, and what GM's retreat-or-rebuild choice looks like.
General Motors delivered 56,679 electric vehicles in the United States through the first six months of 2026, a 27.5 percent drop from the 78,167 units the same eleven nameplates recorded a year earlier. The company still holds the number two spot among US EV sellers, behind Tesla. The rest of GM’s business barely flinched. Total…
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The average electric vehicle still delivers up to 95% of its original range after five years on the road, according to battery-data firm Recurrent, and the highest-mileage cars are making the point hard to ignore. Richard Symons, who runs a used-EV dealership in southern England, has logged 247,000 miles on his five-year-old Tesla Model 3…
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BYD sold 557,090 fully electric vehicles in the second quarter, enough to take back the global BEV crown from Tesla a full day before Tesla reports its own numbers. Here is the part most coverage will skip: that winning figure is 8.22% lower than what BYD sold in the same quarter last year. Tesla publishes…
The Tesla Model Y is now the most reliable electric vehicle Consumer Reports tracks, the same outlet that named it the only pure EV on its 2026 Top Picks list. For a model that spent its first three years scoring in the 30s on CR’s reliability scale, that is a real turnaround, and it lines…
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Two U.S. senators want federal regulators to pull apart the statistics Tesla uses to claim its driver-assistance software is far safer than a human behind the wheel. Senators Edward Markey of Massachusetts and Richard Blumenthal of Connecticut sent a letter on June 16, 2026 to National Highway Traffic Safety Administration (NHTSA) Administrator Jonathan Morrison, calling…
General Motors built the broadest dedicated-EV lineup of any legacy American maker — and then the market it was priced for disappeared. GM’s EV sales dropped 27.5% in the first half of 2026, and the mechanism matters more than the number: the dead tax credit split the lineup, gutting the affordable Chevrolet story while Cadillac’s wealthier buyers held steadier.
That split is the American EV market in miniature: subsidy-built demand meeting a subsidy-free price sheet. The battery-longevity perception gap — a 0.3% failure rate against buyers pricing in imaginary repair bills — is part of the same demand problem: fear discounts that the numbers don’t support.
The comparisons that frame GM’s choices: Ford, running the same gauntlet with bolder reported bets; Rivian beating estimates and raising guidance as the insurgent; Tesla as the incumbent everyone measures against. The filings where strategy becomes fact live on the SEC desk.
Every GM story lands in the feed below.
The tax credit died, and it died hardest for exactly the buyers GM's affordable Chevrolet EVs were built for. The 27.5% first-half drop is really two stories: price-sensitive Chevrolet demand evaporating, Cadillac's wealthier buyers holding steadier.
Repricing, not retreating — so far. The capital keeps flowing but the timelines stretch, which is the same choice every legacy maker faces in a post-credit market. The disclosures tell the real story, which is why we read the filings.
GM has the broader dedicated-EV lineup; Ford has the bolder reported strategic bets. Both are exposed to the same policy shock, and the honest answer is that neither has shown a cost base that works without subsidy yet.
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