Dec

GM EV Surge Signals a Power Shift in the Electric Car Race

General Motors isn’t just growing its electric vehicle business in 2025, it’s redefining its position in the global EV race. With 144,668 EVs delivered so far this year, GM has already surpassed its entire 2024 total, marking a 103% year-over-year increase, and the year isn’t even over yet.

For an industry long dominated by Tesla headlines, GM’s momentum signals something bigger: serious competition is finally here.

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A Record-Breaking Year: And Counting

The numbers tell the story clearly. GM delivered 66,501 EVs in Q3 alone, making it the strongest quarter for EV sales in the company’s history. To put that in perspective, GM sold just 114,432 EVs in all of 2024. It has already blown past that figure with one full quarter still to go in 2025.

This surge comes at a time when the US EV market is adjusting to changing incentives, tighter competition, and evolving buyer expectations and GM appears perfectly positioned for the shift.

Chevrolet Equinox EV: The Breakout Star

At the center of GM’s EV success is one model doing the heavy lifting: the Chevrolet Equinox EV.

With over 25,000 units sold in Q3 alone, the Equinox EV has become the most popular non-Tesla electric vehicle in the US. Even more impressive, its sales jumped 157% compared to 2024, proving that affordability still drives mass EV adoption.

Starting around $35,100, the Equinox EV hits a sweet spot: practical size, competitive range, and accessible pricing. For many buyers, it’s become the gateway into electric ownership.

Luxury EVs Are Pulling Their Weight Too

While Chevrolet handles volume, Cadillac is winning the premium EV battle.

In Q3, three Cadillac EVs: Lyriq, Optiq, and Vistiq, landed in the top 10 best-selling luxury EVs, helping Cadillac secure the title of number one premium EV brand by volume. The buzz has only intensified with the arrival of the Escalade IQ and its extended-wheelbase sibling, the Escalade IQL.

At the extreme high end sits the Cadillac Celestiq, a hand-built electric flagship priced around $400,000. Only a handful have been delivered so far, but each one represents massive margins and brand prestige.

The Secret Sauce: A Full EV Lineup

GM’s strength doesn’t come from a single hit product, it comes from range.

Today, GM offers eight electric models, covering:

Affordable compact SUVs
Commercial BrightDrop delivery vans
Luxury electric sedans and SUVs
High-performance EV trucks

This diversified approach allows GM to scale across multiple segments while balancing EV and combustion demand, something GM executives say gives them an edge in a rapidly changing market.

What This Means for Tesla, and the Market

While Tesla still commands strong brand loyalty, GM is no longer playing catch-up. Its growing EV volumes arrive at a time when Tesla’s sales growth and profits have shown signs of slowing.

With one quarter left in 2025, GM’s EV numbers will only increase, putting real pressure on Tesla’s long-held dominance. For consumers, this competition is good news: more choice, better pricing, and faster innovation.

Drive UAE Take

GM’s 2025 EV performance marks a turning point. From the accessible Equinox EV to ultra-luxury electric flagships, the company is proving that scale, diversity, and timing matter just as much as early-mover advantage.

At Drive UAE, we see this as a glimpse into the next phase of the EV era, one defined not by a single leader, but by intense competition that ultimately benefits drivers worldwide.