Hyundai out now too. Huge month for them. Likely breaking 10,000 units for the first time (depending on the Kona EV split). May have been the Ioniq 5’s best month yet as well.
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I'm guessing the Kona sales are pretty week looking at their export numbers, and their decision to remove all but the base trim in the U.S.
sep 3, 2025, 8:10 pm • 0 0 • view
Well they only needed 200 (which I’m guessing they got)
sep 3, 2025, 8:12 pm • 1 0 • view
Ohhh, if it's that low, totally. I just didn't know if you were looking at the total sales and expecting a decent chunk. 200 for sure.
sep 3, 2025, 8:14 pm • 0 0 • view
Holy smokes. Honda delivered over 9000 Prologues in August. Almost 10,000 between that and the Acura ZDX. That means GM’s Ultium platform cleared 30,000 units last month. Up to ~160,000 on the year, and all but a lock to clear 200,000. 🔌💡🔌🚗
sep 3, 2025, 7:12 pm • 6 1 • view
If they can keep momentum. GM cut a shift at the plant because Honda's basically good with what they have, and they've already signaled they'll be raising prices and have also paused EV production on some models here in the U.S. I wouldn't expect momentum to continue based on those indicators.
sep 3, 2025, 8:11 pm • 1 0 • view
Snowballing rapidly. Hummer, IQ, Prologue, Lyriq, Vistiq, extra shift for new bolt all paused? Expect their EV numbers to freefall. Makes sense given all the anti clean air lobbying and complaining they’ve been doing about affordable EVs.
sep 4, 2025, 2:11 pm • 1 0 • view
That’s got more with Honda having their own product lines and BT1 just being an ungodly expensive platform thanks to the huge batteries imo.
sep 3, 2025, 10:55 pm • 0 0 • view
Ford doesn’t have the figures on its own website yet, but looks like it did about 10,000 units as well between the Mach-E and F-150 Lightning. Respectable but not eye-popping. eu.freep.com/story/money/...
sep 3, 2025, 7:26 pm • 2 0 • view
Are these all manufacturer to dealer sales, or final dealer sales?
sep 4, 2025, 12:18 am • 0 0 • view
Deliveries to customers.
sep 4, 2025, 4:39 am • 1 0 • view
I'm expecting to see Hyundai return to 2nd after Tesla with incentives gone, GM not far behind, and both to continue to build the gap with Ford who's chronically unable to perform when it comes to new EVs and focused on ICE growth.
sep 3, 2025, 8:12 pm • 0 0 • view