These Legacy Automakers Lead the EV Transition in the United States — BEV Share of Auto Brand & Group Sales

Support CleanTechnica's work through a Substack subscription, on Patreon, or on Stripe. Help us produce all of the high-quality, original content we publish week after week despite the challenges of content-scraping AI, antisocial media, inflation, and other hurdles. This is one of my favorite reports we regularly publish here at ... . I publish quarterly EV sales reports for the United States regarding the top selling EV models and the auto brands and auto groups selling the most EVs . After those basic quarterly reports, though, I like diving in and finding out which automakers have the highest portion of their sales coming from EVs. Unfortunately, it takes a lot of work to get all of the necessary numbers for this, and it's been a crazy year, so I never got to doing this for the first quarter. Well, now I have! And I've got the second quarter done as well. So, below, we're going to dive into the results for both quarters and compare them. In this first chart, I've decided to leave 100% EV brands on top. It shows the long-term target all brands should be moving toward, and the current best legacy brands are far enough along the curve that having the chart extend to 100% doesn't ruin it. Behind those pure EV brands, Fiat was in first, with 43.9% of its sales being electric, and Cadillac was in second, with 30.7% of its sales in the first quarter being electric. Volvo Cars, with 10.3% of its sales being electric, was the only other brand to be above 10% EV share. You've then got a second tier of auto brands that had sort of moderate EV share — Porsche , Hyundai , BMW , and Lexus . Then, well, it just gets depressing. Yep, 5.7% isn't much to cheer about, but the German sport luxury brand is doing better than everyone else. At 4.2%, Hyundai–Kia came in second, leading all other mass-market auto companies. Then we've got GM at 3.6%, nothing exciting at all, but better than the rest. The second quarter was more of the same, but with notable rises. Fiat was still #1, but rose to 98.8% EV sales. Cadillac was #2 again but also rose in terms of percentage — 35.4% versus 30.7%. That's a notable increase, especially coming from a much higher starting point in terms of volumes. This time around, though, it was Porsche rather than Volvo Cars that was just above 10% share . In terms of auto groups and alliances, BMW Group retained the #1 position and rose slightly , and then GM shot up from third to second . Hyundai–Kia actually had more of its sales coming from EVs than the quarter before , but GM's big jump pushed Hyundai–Kia down to third. Perhaps the biggest surprise, though, was Subaru jumping up from 2.1% EV share to 4.2% EV share — quite a jump! Zach is tryin' to help society help itself one word at a time. He spends most of his time here onas its editor-in-chief and CEO. Zach is recognized globally as an electric vehicle, solar energy, and energy storage expert. He has presented about electric vehicles and renewable energy at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, Canada, and Curaçao.