Alright, so get this — Tesla’s doing this weird, kinda wobbly dance in the U.S. market, while everyone else is busting a groove with electric cars. It’s like, their sales slipped nearly 9% in the first few months of the year. Meanwhile, the whole electric car scene? It’s booming. I mean, folks are loving other rides, especially GM’s new darling, the Chevy Equinox EV. Why? Probably ‘cause it’s priced around $35k and can roll over 300 miles per charge. Makes sense, right? Cox Automotive dished out these stats, and it’s like a slap on the face to Tesla, who’s obviously not the only cool kid on the block anymore.
Now, the real kicker — all those EVs zooming around the streets went up by 11% this quarter. Roughly 300,000 cars, trucks, the whole shebang. Pretty nuts when you think about how flat the regular car sales are. I mean, electric’s getting close to taking a 1 in 10 chunk of the new car pie. Still not blowing the roof off, but it’s going that way.
But, hold up – don’t panic – Tesla’s still the reigning champ of EV sales in the good ol’ U.S. of A, snatching up a 44% piece of the pie. Yet, ah man, their grasp ain’t as tight as last year’s 51%. Ouch.
Zoom out, and it’s kinda grim, with Tesla’s global deliveries dipping 13%. Why, you ask? Well, maybe ‘cause those Cybertruck sales are floundering like a fish out of water. Or because there’s a mix of outdated model vibes, other companies throwing serious competition in their face, and Elon’s little political escapades that waltz awkwardly into controversial territory. Seriously, people aren’t too thrilled about Musk’s political cuddles with Trump.
Oh, Cybertruck, let’s not even get into that. Originally hyped and now kinda just… meh. Sold 6,400 this quarter, but it feels like grasping at straws despite earlier higher hopes. Meanwhile, other automakers, who were snoozin’ on the idea of electric cars, are now wakin’ up. G.M.’s, like, really coming up, hitting 10,300 Equinoxes in a quarter. From zero to there in one year? Dang.
Ford’s over here flexing their Mustang Mach-E as the best non-Tesla EV, but guess what? Trump’s tariff hammering down on it cuz it’s made in Mexico. Tariffs, man, are like that unexpected plot twist nobody wanted. They’ll have to up the price, for sure, which is kind of a drag.
Anyway, Tesla’s slightly dodging that tariff bullet by building their cars state-side in California and Texas, but they ain’t free from the crossfire. They hit pause on taking orders from China for some models due to retaliatory tariffs. Ah, the joys of international trade drama.
Claire Fu helped report this rollercoaster, by the way. Thanks, Claire! What’s next? Who knows! But I’ll be here, snacking on popcorn, waiting to see how this wild ride unfolds.
