Monumental Chevrolet EV Gross sales Drop in 4th Quarter

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GM is on a golden highway to the long run with Cadillac, whose EV gross sales have been nonetheless robust within the 4th quarter regardless of the lack of the $7,500 US EV tax credit score. Cadillac consumers now see EVs as the highest tech, the smoother drive, the quietest energy. Cadillac EVs have the very best new options, probably the most luxurious designs. So, Cadillac EV gross sales proceed to roll ahead, with the identical proportion share of the model’s auto gross sales within the 4th quarter as within the 2nd quarter.

Chevrolet, alternatively … Oy.

Chevrolet’s electrical automobiles are bought on the premise of nice worth for the cash. So, it’s comprehensible that they’re taking a a lot greater hit from the lack of the $7,500 tax credit score. However the numbers actually aren’t fairly. Right here we go:

• Chevy Equinox EV — 5,111 deliveries in This fall 2025, down 71.7% from 18,089 deliveries in This fall 2024
• Chevy Blazer EV — 1,812 deliveries in This fall 2025, down 77% from 7,883 deliveries in This fall 2024
• Chevy Silverado EV — 1,896 deliveries in This fall 2025, down 12.9% from 2,176 deliveries in This fall 2024

Nicely, the Silverado EV’s drop isn’t dramatic, but it surely’s low quantity to low quantity. The drop in gross sales from Chevrolet’s larger promoting fashions, nevertheless, is beautiful. That’s not uplifting. Hopefully all of it turns again round in 2026 and these fashions bounce again dramatically, however I feel we will assume they gained’t be again to early 2025 ranges, not to mention Q3 2025 ranges, anytime quickly.

Oh, there have been additionally the BrightDrop gross sales. They rose from 543 in This fall 2024 to 995 in This fall 2025, however they’re apparently getting shut down. So, don’t anticipate far more from there.

I’m not going to do a separate article on GMC, so let’s additionally throw the Hummer EV in right here. The Hummer EV (pickup and SUV model mixed) is the one Hummer that GMC sells now. Its deliveries dropped from 5,091 in This fall 2024 to 2,555 in This fall 2025, a 49.8% drop.

Then there’s additionally the Sierra EV, a more recent massive EV. It was from 1,401 in This fall 2024 quickly after the mannequin was launched to 1,848 in This fall 2025, a 32% rise.

Due to Cadillac’s excellent strategy to EV improvement, advertising, and progress, I do have some hope for Chevrolet. I additionally suppose the Equinox EV remains to be probably the greatest value-for-money buys on the general auto market. The corporate ought to be promoting excessive volumes of those. Nevertheless, GM management hasn’t been probably the most pro-EV, has cozied as much as Donald Trump prior to now, and appears to be simply giving up and scaling again its EV ambitions at Chevrolet. We’ll see the place we go from right here, but it surely’s in all probability not up in 2026 from 2025 — even with 2025’s horrendous 4th quarter.

Right here have been the full-year gross sales of the fashions talked about above in 2025 vs. 2024:

• Chevy Equinox EV — 57,945 vs. 28,874, +100.7%
• Chevy Blazer EV — 22,637 vs. 23,115, -2.1%
• Chevy Silverado EV — 11,275 vs. 7,428, +51.8%
• BrightDrop 400/600 EV — 4,971 vs. 1,535, +223.8%
• Hummer EV — 15,788 vs. 13,993, +12.8%
• Sierra EV — 7,996 vs. 1,788, +347.2%

That’s a great 12 months for GM EVs total. However can it’s repeated or bested in 2026?