EV adoption in America: Who’s winning, who’s losing?

Toyota has seen a significant increase in electric vehicle sales, with its bZ crossover recording a 78% year-on-year increase. General Motors still sells more EVs in the US than any other manufacturer except Tesla, but its sales have been mixed, with some models seeing growth while others have declined.
Toyota's electric vehicle sales have increased, with the bZ crossover seeing a 78% year-on-year increase to 10,029 units. The company's hybrid sales also grew by 2.5% in March. General Motors sold 24,698 EVs in Q1, with the Cadillac Optiq and Vistiq seeing sales growth. However, the midsize Blazer EV saw an 83% decline in sales. Used EVs are still a bargain, with 93,500 sold in Q1, a 12% increase from 2025. The supply of used EVs is expected to improve as leased vehicles become available.
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