U.S. electric vehicle sales likely set an all-time monthly record in August, as customers rushed to make purchases ahead of the expiration of Federal EV tax credits. For General Motors, that meant sales of more than 21,000 EVs combined from Chevrolet, Cadillac and GMC. GM remains the #2 EV seller, driven by strong demand for vehicles like the Chevrolet Equinox EV, the Cadillac LYRIQ and the GMC Sierra EV.
GM expected strong demand again in September. The question, of course, is what’s next? GM commented that the sales of EVs will drop next quarter after tax credits ended September 30 and it may take several months for the market to normalize.
Finally, road trips are getting easier by the day as GM Energy, EVGo, IONNA and others expand the public fast charging network, which will help drive long-term adoption. By the end of the year, GM customers will have access to more than 65,000 public fast-charging bays across the country. GM expects that will grow to more than 80,000 by the end of next year and 100,000 by the end of 2027 – a more than 50 percent improvement in just three years.
Published November 2025
