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GM is number one in U.S. truck sales, trending to lead the industry in full-size pickup sales for the 6th consecutive year and in full-size SUV sales for 51st consecutive year. Noteworthy, GM posted record crossover sales, up 16% Q2 YoY and up 23% H1 YoY. GM is also the Number 2 EV manufacturer in the U.S., with Chevrolet ranking second and Cadillac Number Five among EV brands. In AutoInformed’s view, Tesla is vulnerable since it can’t profitable make EVs without now extinct CAFE credits while GM is relentlessly pursuing lower EV costs at all of its already formidable brands including Cadillac, Chevrolet, Buick, Hummer and GMC.
