Can GM Catch Tesla In US EV Sales in 2025?

Can GM close the gap on Tesla in US EV sales in 2025? Paren analyzes market share trends, model lineups, and what the data says about the race ahead.

GM Ultium EV model quarterly US sales comparison

GM has made significant investments in EV infrastructure through its Ultium platform and has committed to charging network buildout through Pilot Flying J and its EV Live program. However, Tesla's lead in total EV sales, charging infrastructure, and software capability remains substantial.

For GM to close the gap, it will need to accelerate Ultium model deliveries, improve charging reliability for non-Tesla networks, and address the software experience that has been a point of criticism. The charging infrastructure dimension is particularly important: as Tesla opens its Supercharger network to other brands, GM customers need to be able to use that network seamlessly via NACS adoption.

Paren tracks utilization, reliability, and pricing across all major US fast charging networks, including the growing number of sites serving both Tesla and non-Tesla EVs. Contact us to learn more about our competitive intelligence data.