Very Blended Developments in California EV Market by Model in Q2

Final Up to date on: eighth August 2025, 11:13 pm

I lately wrote in regards to the high promoting EV fashions in California, and likewise EV fashions doing properly of their car segments in California. Now, although, let’s look extra carefully at how completely different auto manufacturers did within the state within the second quarter.

Initially, wanting on the high promoting auto manufacturers general (of all powertrains mixed), we nonetheless have one EV-only model within the high 15. That’s Tesla, in fact. The unhealthy information (from an EV perspective) is that Tesla dropped from #2 within the California auto market in Q2 2024 to #3 in Q2 2025. Moreover, Ford is correct on its tail, whereas in Q2 2024, Ford was about 20,000 gross sales behind Tesla. And, heck, Chevrolet isn’t even that far behind now. Might Tesla drop to fifth this 12 months?

Trying simply at ZEV gross sales, properly, as soon as firm stands alone. Tesla is to date above #2 Hyundai that it’s stunning. And each different model is even additional behind. So …

… I made a decision to create one other chart for this with Tesla excluded, in order that we are able to higher examine the opposite manufacturers a minimum of. Right here we are able to see Hyundai, BMW, and Chevrolet neck and neck. Not even 50 gross sales separated these three manufacturers within the second quarter. From #3 down, it’s kind of cascading outcomes.

Total, although, it’s simply disappointing that extra manufacturers aren’t promoting a number of thousand EVs, or tens of 1000’s of EVs, 1 / 4. After which the one firm that’s, is going through its personal issues.

As we are able to see on this subsequent chart, Tesla gross sales dropped by greater than 11,000 models in Q2 2025 versus Q2 2024. That’s an enormous, maybe even devastating, drop.

Excluding Tesla once more in order that we are able to see the others higher, that is the place it will get most fascinating for this report. Some manufacturers are up considerably with their EV gross sales, whereas others are down considerably. Chevrolet, Nissan, Acura, and Honda took huge leaps ahead, and we even have notable will increase at a little bit of a decrease stage from Porsche, Cadillac, and Volvo.

However then different auto manufacturers have been struggling on the subject of their EV gross sales. Kia, Hyundai, Ford, Mercedes, Rivian, Toyota, Volkswagen, and Volvo did notably poor 12 months over 12 months within the second quarter. Why? That’s the query.

There are some interactive variations of some of the above charts down under right here. Get pleasure from.