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
|YTD 21 / YTD 20
|YTD 21 SHARE
|YTD 20 SHARE
|FORD MUSTANG MACH-E
|CHEVROLET BOLT EUV
|CHEVROLET BOLT EV
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.”