Ford Falls Behind As Chevrolet Makes Surprise EV Leap

Chevy’s EV Sales Surge

General Motors has released key sales highlights for its vehicles through May 2025, with the biggest piece of news being that Chevrolet has surpassed Ford to become the number two EV brand in the United States.

After the first quarter, GM reported that Chevrolet was the fastest-growing EV brand in the country. Now, with 37,000 EVs sold from the start of the year until the end of May, Chevy has officially surpassed Ford. The Blue Oval registered 34,000 EV sales over the same period, but saw a drop in EV sales in May.

Affordable Equinox EV Is Chevy’s Secret Weapon

Although Chevrolet didn’t break down EV sales by model, we’re willing to bet that the affordable Equinox EV contributed significantly to the total of 37,000. Starting at $33,600, the Equinox EV handily undercuts the $37,995 starting price of Ford’s cheapest EV, the Mustang Mach-E. Without an equivalent model to match the Equinox EV on price, Ford was always going to struggle to maintain its number 2 position behind Tesla.

Chevy also has the Blazer EV, a mid-size electric SUV for which Ford has no direct equivalent, and the Silverado EV. 

GM’s EV Sales Grow, Too

As a whole, there were also big gains for GM’s EV lineup of 13 individual models. For the first quarter, GM saw a 94% increase in EV sales. Through May, GM has sold over 62,000 EVs in the country. In the first two months of Q2, GM’s EV market share was around 15.5%, over double what it was a year ago. May was also GM’s second-best EV month ever.

GM also has EVs in segments not occupied by Ford, such as the new Escalade IQ, one of the largest fully electric SUVs on sale. The lineup also includes the Chevrolet Silverado EV, GMC Sierra EV, and GMC Hummer EV.

“Customers are responding in record numbers to our world-class portfolio of electric and gas-powered vehicles,” said Rory Harvey, executive VP and president of global markets. “In the first two months of the second quarter, we more than doubled our EV sales compared to the same period last year.”

GM’s EV Division On Track For Bumper Q2

Q2 sales will be reported by GM on July 1, and if the company maintains its current momentum, it could widen the gap over Ford. 

Chevrolet’s EV sales are especially impressive considering that the cheap and popular Bolt is no longer on sale. It’s been almost two years since GM CEO, Mary Barra, confirmed that a second-gen Bolt is on the way. Specifics are still up in the air, but a zippy electric hatchback under $30,000 could further boost Chevrolet and GM’s EV portfolio.