Ford is on pace to sell more battery-electric vehicles than General Motors this year, despite GM’s past proclamation that it is “aggressively” pursuing a zero-emissions future.
Ford has sold 18,855 examples of its battery-electric Mustang Mach-E family crossover through the first nine months of 2021. GM, by comparison, has sold 24,803 examples of the Chevy Bolt EV and Chevy Bolt EUV. Seeing as the Chevy Bolt EV and Bolt EUV are currently under a stop-sale order due to the ongoing battery recall, the Mustang Mach-E is on pace to outsell GM’s two electric compacts.
Sales Numbers - Mainstream BEV (Battery Electric Vehicles) - Jan-Sep 2021 - USA
| MODEL | YTD 21 / YTD 20 | YTD 21 | YTD 20 | YTD 21 SHARE | YTD 20 SHARE |
|---|---|---|---|---|---|
| FORD MUSTANG MACH-E | * | 18,855 | 0 | 43% | 0% |
| CHEVROLET BOLT EUV | * | 2,747 | 0 | 6% | 0% |
| CHEVROLET BOLT EV | +56.95% | 22,056 | 14,053 | 51% | 100% |
| TOTAL | +210.67% | 43,658 | 14,053 |
While 2021 was a bad sales year for GM’s two electric vehicle nameplates, the automaker has been busy behind the scenes working on its future EV rollout strategy. The automaker will begin deliveries of the 2022 GMC Hummer EV pickup before the end of the year, while the 2023 Cadillac Lyriq crossover will hit dealers in early 2022. The Ford F-150 Lightning, while not a direct rival to the GMC Hummer EV pickup, is not expected to enter production until spring of 2022.
JP Morgan said its EV sales forecast for GM does not include deliveries of the GMC Hummer EV pickup, but it seems very unlikely that the limited number of vehicles delivered this month will move the needle enough to help the automaker outpace Ford’s EV sales. The real test of the two American auto giants’ EV strategies will be the year-end sales results for 2022, as both automakers will have a more complete EV lineup starting next year that will include small crossovers and a pickup.
GM said previously that it will launch 30 new EVs globally by 2025 and is “aggressively going after every aspect of what it takes to put everyone in an EV.”
“We need millions of EVs on the road to make a meaningful impact toward building a zero-emissions future,” the automaker said earlier this year. “GM is positioned to design, engineer, and produce EVs for every style and price point, and we are rapidly building a competitive advantage in batteries, software, vehicle integration, manufacturing and customer experience.”
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Comments
FORD has a better looking more competitive user friendly machine on the market
That’s for sure!
A stop sale will do it…
Mach E is ugly.
Yea but it won’t burn you or your house alive.
How do we know that yet? It has only been around for a couple months. Tesla’s still burn your house down after years on the market. Just a matter of time.
Lmao how do we know? How about use your brain that’s how. The Mach e has been around longer then a few months and we know because has it burned to the ground yet?
You are right. Ford leaves that job up to other vehicles in their line.
Until you park it next to the Bolt twins!
So is the Bolt. Ugly!
They are forgetting China. GM has the best selling EV there.
Maybe they should just build all their cars in China then?
You bring up some very valid points. I’ve always assumed they didn’t really want to sell any of these cars, given the obvious downsides to all of them.
Where’s the Equinox EV? People would actually want that.
The Mach E is ugly but better looking than Bolt. Sad
The Bolt hasn’t been sold for almost 4 months and the Mach-E is barely going to outsell it. Says more about the Mach-E than the Bolt.
Mach E wasn’t widely available until summer.
The Bolt was brought down due to battery defects, underwhelming battery range, a dorky design, and supply chain issues. All of those issues were handled horribly by GM leadership.
Where the heck are all of these “rapidly developed” Ultium products GM promised shareholders in nearly every press release for the last three years? They haven’t even delivered the first Hummer EV or Cadillac Lyriq yet. And then they effectively discontinue the Bolt.
WTH are they doing in the Ren Center instead of working?
The Hummer is on schedule to be released this month. The Lyriq in Q2 and Silverado in Q4 of next year. And 30GWh battery factory in Q1 of next year. That’s the thing Ford does not have. They are very limited on how many vehicles they can build. I think F150 production was scheduled to be 16k for 2022.
But TM3 do full “Christine” and run into cop cars or explode on high impact….
I really think GM needs new leadership from the top down. Was talking with a guy earlier this week. His son races dirt track cars. The entry level heat uses Chevy cavaliers/Pontiac sunfires. Heck, GM’s cars were so good back then that Toyota threw their hands up and just bought Chevy cavaliers to sell in Japan as the Toyota cavalier cause they had no good competitor to it. Thats what is missing with lowercase gm
It was a tradeoff so they couod sell rebadged Matrix as the Vibe.
Exactly! GM learned the wrong lesson with Volt years back when they went bullseye main stream with a confusing product at the wrong time.
Instead of just calling it a super hybrid or EV with ICE back, GM presented a confusing image and spooked the company to present day.
Ford has EVs at the right price instead of statement products.
Well this whole change to EV is not a race but a paced marathon. For once GM not the one forcing things out just to say We are first.
For has rushed out two models and still has to work with VW on some of their other products to afford the cost.
The Ford Lightning is not where the market is going with a fully purpose built platform, GM and the others are going to be releasing these in the next year and Ford is working on one but it is a couple years out. .
In this world bragging rights are short term will see who has the most EV offered and sold by 2025 and I bet it’s not Ford.
So many people get caught up in marketing and not what really is going on. Sure Chrysler did a great job marketing the Hell Cat and Demon. But they were still sold to the French and the Hemi will vanish in about a year. Ford did a good job on the Raptor marketing and the Mach 1 but their stock is still in the pits.
You need to step back and see what really matters.
And Bolt production CANCELLED till end of January!
This is yet another black eye for GM.
They pulled development resources away from ICE cars and let some core products age without updates in order to go “all in” on ultium based EV products. And even now at the end of 2021, zero Ultium products are in the hands of consumers. We don’t even know if these things work yet.
And now Ford, who didn’t have EV’s available nationwide just a couple of years ago, is outselling GM in that market despite GM having a longstanding nameplate in the Bolt and the stated goal of GM is to be the market leader in EV’s.
Sorry…but leadership change at GM is long overdue.
Tesla sells above the mainstream. Ford put out a quick product with a premium branding to gain favor with those already hyped for EVs. I’d guess their stock is being rewarded for now, by putting their better design efforts into stuff from Mexico. The Bolt may be considered a miss at indirectly going after Golf/GTI price buyers. It’s still a sign there will be no S-curve for mainstream BEVs in the US. Vehicles are the 2nd or 3rd priciest thing a person buys, should be enough $ to sober up someones decision.
Read Ford Maverick hybrid has sold out already for 2022. Another market gm missed. Small trucks.
Read they reported no production number sold. Hmm. Just how many dies sold out mean?
There’s barely any Mavericks for sale, stop making stuff up and buy a pickup..
Ford might be on pace to outsell GM in EVs next year as well provided the Ford F-150 Lightning comes out at a reasonable time.
And Tesla keeps selling thousands of new EV’s every day. Everyone else is just dabbling in this market. Mostly talk at gm.
Good point Daniel! I used to see one a week and get excited about it. Now I see two, three, maybe four day in a fairly small town area.
Well it will not be hard for Ford to beat GM seeing as GM currently will not be producing any BEV’s until 2022.
Mary Barra is an dismemberment right now with this stupid idea that if she acknowledges Tesla is in the lead it will somehow hurt GM….it is really having the complete opposite affect. She and GM in turn are getting estroyed by the Media right now.
I typically give her a break but on this one she looks completely incompetent and even worse a complete liar. No excuses for her current behavior. If she doesn’t get it together and soon, we the Tax payers will be bailing GM yet once again. Very disheartening what she is doing right now. So Cadillac for years can say they are chasing the German Big three but Mary cannot simply state we are planning on becoming number one in BEV’s and our Goal is to surpass Tesla.
Chevrolet needs a Mach-E competitor like yesterday.
I do not understand nor will I ever understand how GM started before Ford but somehow Ford beat them in the Crucial Mid Size CUV segment and most likely in the (True) Full size Pickup EV in the Lighting.
GM has been nothing but all talk so far. I mean 2500 units of the Lyriq is a complete joke and I am sure the First Edition Hummer will not be a Huge volume.
Cannot believe GM is so incompetent right now that they have me praising Ford….Unbelievable.
“I do not understand nor will I ever understand how GM started before Ford but somehow Ford beat them in the Crucial Mid Size CUV segment and most likely in the (True) Full size Pickup EV in the Lighting.”
It’s kind of a trait with GM. Like how they came out with the Volt in 2011, but now everyone else is selling hybrids (plenty of them plugin) but GM doesn’t really have anything themselves.
You’re missing the big picture. GM has a battery plant that is coming online in Q1. Ford plans on making 16k F150’s in 2022. GM might sell more Hummers Edition 1’s in 2022 than that. Ford doesn’t have a dedicated supply of batteries or a platform to build EV’s on. GM has both starting with the truck version with the Hummer and the sedan/CUV version with the Lyriq CUV. So yes Ford is going to beat GM with EV sales this year even though GM hasn’t sold an EV for 4 months due to the Bolt being recalled. But that’s kind of sad for Ford Mach-E sales that it takes GM to not sell for 4 months for them to have a chance to match GM’s EV volume.
I’m aware of what you’re talking about, but I fully expect the Hummer sales to be fairly low, since it’s expensive and impractical. GM probably does as well though, so it’s not a big deal. I wouldn’t even bother discussing it compared to the Silverado or F150.
Will all this investment in EVs pay off? Good question. I guess we’ll see.
Momolos,
Why would you be surprised by incompetence at gm. It’s pretty much their SOP.
Anybody remember GM’s Fiat deal from about 15 years ago. They paid something like $2.5 Billion to acquire a 20 percent stake in the always troubled Italian automaker because, well…..who knows why. Maybe they thought they had something of value. Then when somebody at GM decided getting hooked up with Fiat was a bad idea, they paid Fiat $2 Billion more to sever ties. GM spent $4.5 Billion for absolutely nothing. I think for that money they could’ve developed a competitive large Cadillac sedan which they badly needed or a new mid-sized car line. Lots of things could’ve been done with the money that would’ve generated a ROI but no, GM just squandered it. Three years later, they were bankrupt. The same gm lifers from that era are still running the show today. Nobody should be surprised by incompetence at gm.
That deal worked out pretty good for Fiat. They are selling a bunch of Jeeps built on the GM Fiat Small platform.
gm is not and rarely was ever a leader. They are usually late to market and don’t buy their first year vehicles. Bolt extended that time period. gm is one Hummer EV home destroying fire away from EV meltdown.
I’m going to assume they’ll actually solve the current battery problem before they sell the Hummer EV to anyone.
OTOH, EVs are always going to have occasional battery problems. It’s just how it works.