Found a lot full of mixed Bolts & atleast 1 EUV

Went buy there today and there was definitely a lot of rearranging and closer parking for the entire area.

dokbrown said:

the only other car company with a serious EV lineup ready to go is kia/Hyundai & I don’t trust their reliability/service dept. I have a used VOLT and new BOLT but GM is a far cry from Tesla. Tesla still makes up 80% of this market & offers solar panels/battery installation for your home. GM is a distant 3rd or 4th place with only 1 car in its current lineup. GM should have dropped the voltec powertrain into 2-3 vehicles they already make [equinox, blazer,malibu] & they would have a respectable EV lineup.
Kia Electric Cars | 2023 and 2024 Models From Kia's Lineup of Electric Cars

1 car is NOT an EV lineup. GM should be selling 100-200k EVs by now not 40k. ultimum will get them there but that is still years away

2022's top 10 best-selling electric vehicles in the US: Find out why they made the cut

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In the US in January, GM was a distant 2nd place, not 3rd or 4th. Looking at 2022 numbers is a bit misleading since the recall meant Bolt production didn't start until April.

Lyriq production is now running at around 2000/month. A joke compared to Tesla of course, but the Ultium EVs are not as far away as you think.
By the end of this year, the Silverado EV, Blazer EV, and Equinox EV will have joined the Lyriq and the Hummer EV in production. In addition, the Zevo 600 van is already in production. Numbers will ramp in the 2nd half of the year, as by then the 2nd Ultium battery gigafactory will be up and running in the US.

Hyundai/Kia is in trouble for the moment in the US since none of their EVs qualify for the $7500 tax credit. All their EVs are made overseas.

dokbrown said:

I only use yearly stats. Even without the tax credit, Hyundai/KIA can longer be ignored especially when u look at the fact that most EV batteries come from China/Korea. Regardless, they are all way behind TESLA. Whoever can close this gap will dominate the new car sales come 2040.

I am betting on Hyundai
I am rooting for GM

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Yearly stats are helpful, but 2022 was an anomaly for GM due to the recall. So, in that case, I like to look at the trends starting with April of 2022, when Bolt production resumed.

I'm looking primarily at 2023 and beyond now. The year 2022 is in the past. We know GM is late to the party, but short of a time machine that can't be fixed. So, no point in belaboring it.

In North America we all know that obviously everyone is way way way behind Tesla. In aggregate however, it won't be long before Tesla is under 50% of EVs sold here. In January, they were at 57%. They will still be increasing in sales, but a smaller slice of a larger pie.

Some components for GM EV batteries are from other countries, however GM is working on creating domestic sources. The batteries are made here though; Michigan for the Bolts, and Ohio for the Ultium EVs. By midyear, the plant in Spring Hill, Tennessee will be producing Ultium batteries too. In 2024, a third Ultium gigafactory will start producing batteries in the US. That will be in Lansing, Michigan.

In China, BYD is now ahead of Tesla if you also count PHEVs. It probably won't be long before they surpass Tesla in BEVs, and globally.

I'm not betting on anyone, but am rooting for all North American EV manufacturers, including Tesla. My preference is for jobs and income for US, Canada, and Mexico, over countries halfway around the world, especially China.

Until Kia and Hyundai start producing EVs in North America, I'm not interested. And, without the tax credit, they have nothing to match the value of a Bolt anyway.