GM takes 2nd place in the US EV market, Tesla focuses on energy and robotics

GM takes 2nd place in the US EV market in 2025, with the Sierra EV highlighted, while Tesla invests in energy and robotics.

The electric vehicle market in the US is undergoing a strategic shift, with GM taking 2nd place among EV sellers, while Tesla maintains the lead. GM registered robust growth in EV sales in 2025, with a 48% increase for the year.

Models like the Sierra EV grew in the last quarter of 2025, even after the end of tax incentives. The Equinox EV appears as the leading electric vehicle in the US among those not produced by Tesla, and Cadillac leads the domestic premium EV segment. Tesla's lead remains, but the automaker is already signaling an energy and robotics portfolio as the pillar for future growth, reinforcing its long-term strategy.

Tesla expands scope beyond cars

Tesla emphasizes that its value also lies in generated and stored energy; the corresponding division showed expressive revenue growth last year. Furthermore, the company announced plans to start production of a robotaxi vehicle and to convert an existing factory for the manufacturing of humanoid robots, with initial production expected by the end of this year.

About the report overview

The study offers a comprehensive view of the passenger car market in the United States, tracking demand, supply, and trade flows throughout the national value chain. It analyzes how demand for key channels and end-use segments shapes consumption patterns, in addition to mapping the role of input availability, production efficiency, and regulatory patterns in supply.

In addition to metrics, the report compares prices, margins, and trade routes to understand where value is created and how it moves between domestic suppliers and international partners. The goal is to support strategic planning, market entry, portfolio prioritization, and risk management in the US passenger car scenario.

Summary of highlights and methodology

• Domestic demand shaped by household and industrial use, with trade flows connecting local production to imports and exports.
• Price and margins analyzed by unit values, freight, exchange rates, and regulations affecting the supply chain.
• Capacity and efficiency define the national cost curve and competition for each segment.
• Projections through 2035 with scenarios sensitive to income, substitution, and public policies.

How to use this report

This content is aimed at manufacturers, distributors, importers, and analysts who need a data-driven view of the US passenger car market, focusing on demand, supply, and trade flows.

Note: This article summarizes key information from the base text without including external references.

What is your reading on the future of the EV market in the US? Leave your comment below with whom you believe will dominate the sector in the coming years and why.