Detroit Giant Shocks Tesla As GM’s EV Market Share Surges To 14%

General Motors just snatched the number two spot in America’s electric vehicle race, and Tesla’s probably not happy about it. The Detroit automaker grabbed nearly 15% of new U.S. EV sales in April 2025, blowing past Ford and Hyundai Motor like they were standing still.

The numbers are wild. GM doubled its EV sales in the first quarter compared to last year, posting a 94% increase. Their market share jumped from 6% to 11% in just twelve months. That’s the kind of growth that makes Wall Street analysts do double-takes.

What’s driving this surge? Simple. GM finally built an EV people actually want to buy. The Chevrolet Equinox EV starts at $35,000 and goes over 300 miles on a charge. That’s hitting the sweet spot for families who’ve been sitting on the sidelines, watching Tesla owners brag about their rides while secretly worrying about range anxiety. Over 10,000 Equinox EVs flew off dealer lots in Q1 2025 alone.

Meanwhile, Tesla’s having a rough time. Their market share dropped from 51% to 44% in Q1 2025, with sales falling 9% year-over-year. Turns out, when you don’t update your lineup and your CEO spends more time on social media than product development, customers notice. Tesla’s quarterly sales have plunged from their spring 2023 peak of over 173,000 units to just 128,000 in Q1 2025.

GM’s not just winning on price. They’re flooding showrooms with EVs across multiple segments – trucks, SUVs, you name it. They’re building them in America too, which gives them an edge when politicians start talking tariffs. Ford and the imports? Not so lucky.

The overall EV market’s still growing, hitting 7.5% of all new vehicle sales in Q1 2025. This growth aligns with global trends, as renewable energy contributes to almost 29% of worldwide electricity generation. Total EV sales climbed 11.4% to 294,250 units. But here’s the thing: legacy automakers are collectively eating Tesla’s lunch.

GM’s aggressive pricing and financing deals are pulling buyers into dealerships. They’re targeting regular folks, not just tech bros and early adopters. It’s a volume play, and it’s working.

The competition’s only getting fiercer. Stellantis, Honda, and Volkswagen are all grabbing share too, just not as fast as GM. Tesla’s dominance is crumbling, and honestly? It was about time someone gave them a run for their money.