GM Claims Canada’s EV Crown

TLDR

GM’s Q1 2025 Canadian EV sales of 5,750 units secured the #1 position despite representing a 62% decline from Q4 2024. The 100% Chinese EV tariff and 25% US vehicle tariff created a market where Tesla’s Quebec registrations collapsed 90% to just 524 units, revealing how trade policy now trumps product strategy in determining EV market winners.

How Did GM Become Canada’s #1 EV Seller With Just 5,750 Quarterly Sales?

The math seems impossible until you understand the tariff situation. GM’s first-quarter 2025 Canadian EV deliveries totaled 5,750 units across all brands – a number that would have ranked fifth or sixth in previous quarters. But when your primary competitor loses 90% of their volume overnight, even modest numbers can claim the crown.

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The post GM Claims Canada’s EV Crown first appeared on GCBC.
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