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Cox 2Q 2025 Sales Report: Cybertruck is #15 EV

YDR37

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Cox Automotive/Kelley Blue Book have released their EV Sales Report for the US for 2Q 2025. The top sellers according to Cox:

1. Tesla Model Y: 86,120
2. Tesla Model 3: 48,803
3. Chevrolet Equinox: 17,420
4. Hyundai Ioniq5: 10,481
5. Ford Mustang Mach-3: 10,178
6. Nissan Ariya: 7,471
7. Honda Prologue: 6,756
8. Chevrolet Blazer EV: 6,549
9. Rivian R1S: 6,146
10. Ford F-150 Lightning: 5,842
11. BMW i4: 5,724
12. Acura ZDX: 5,522
13. Cadillac Lyriq: 5,017
14. GMC Hummer EV: 4,508 (includes both SUV and pickup versions)
15. Tesla Cybertruck: 4,306

GM doesn't break down the Hummer numbers, but it's thought that about 2/3 of the Hummer sales are the SUV version, and about 1/3 are the pickup version. If those were counted separately, the Cybertruck would move up to #14.
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YDR37

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Cox 2Q 2025 numbers for EV pickups specifically:

Ford F-150 Lightning: 5,842
Tesla Cybertruck: 4,306
Chevrolet Silverado EV: 3,056
Rivian R1T: 1,752
GMC Sierra EV: 1,524
GMC Hummer EV pickup: 1,503 (estimated; assumed 1/3 of 4,508 Hummer EVs are pickups)

The Silverado and Sierra EVs are basically the same vehicle, just with different styling and different dealer networks. The combined sales were 4,580, slightly ahead of the Cybertruck.

You could make a case that GM was the top EV pickup manufacturer in 2Q 2025, ahead of both Ford and Tesla, based on the combined numbers of the Silverado, Sierra, and Hummer pickups.
 
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YDR37

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what are the latest “most american made” stats?
There are different ways to measure "American made", and therefore different rankings. But Teslas are typically at or near the top, no matter how you measure it.

The most recent ranking that I've seen is the 2025 Cars.com American Made Index. It lists Tesla Models 3, Y, S and X as #1 to #4 respectively. It doesn't include the Cybertruck, apparently because it excludes vehicles with high GVWRs. But I expect the Cybertruck would be very highly ranked too. The highest truck included on this list is the Honda Ridgeline at #7.

Globally, most Teslas are made in Shanghai or Berlin, but all of the Teslas sold in the US are made in Fremont CA or Austin TX.
 
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YDR37

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Who the heck is buying Nissan Ariyas and why?
No idea but the 7,471 number is consistent with Nissan's quarterly sales report. In fact, Nissan says that Ariya sales set a record in 2Q 2025:
Sales of the Nissan Ariya electric crossover were up 43.6% year-over-year for the quarter, marking the best-ever quarter since its launch in 2022.
 

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No idea but the 7,471 number is consistent with Nissan's quarterly sales report. In fact, Nissan says that Ariya sales set a record in 2Q 2025:
C&D give it an 8/10.

My wife’s Leaf was a really great car except for the battery/range. If this combines that build quality and adds more practicality and range— there’s little doubt that it could do very well. And that seems to be the case. They were way out ahead with the Leaf and probably have some real brand loyalty to draw from there too.

https://www.caranddriver.com/nissan/ariya
 
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YDR37

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Of those top 15 EVs:

10.67 are marketed as SUVs (counting the Hummer as 2/3 SUV)
2.33 are pickups (Lightning, Cybertruck, 1/3 Hummer)
2 are sedans (Model 3, i4)

There's been a lot of speculation as to why electric pickups don't sell very well. One possible reason is that EV buyers simply like SUVs better. Demographically, I suspect that EV owners skew urban/suburban (just look where Tesla stores are located), and they are probably more likely to have previously owned SUVs, rather than pickups.

I know a couple of urban/suburban people who shopped electric pickups, but settled on the Rivian R1S (a large SUV) instead. They perceived the R1S as having greater flexibility than a pickup. If you want to carry passengers, the R1S can be configured with anywhere from 2 to 7 seats. If you want to carry cargo, you can put the second and third seat rows down and get a flat cargo space that's like 80 inches long -- comparable in size to a pickup bed, but covered and climate-controlled.

Now obviously there are applications where an SUV cargo area is no substitute for a pickup bed. You probably wouldn't want to haul a load of loose gravel or hay bales in the back of your expensive SUV, for example. But plenty of urban/suburban EV buyers have no plans to ever do such things.

In any case, I find it interesting that the R1S outsold every EV pickup in 2Q 2025 -- even though it starts at $77,000 and is ineligible for the Federal tax credit.
 
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I find it interesting that the R1S outsold every EV pickup in 2Q 2025 -- even though it starts at $77,000 and is ineligible for the Federal tax credit.
hopefully Tesla will make a SUV version of the Cybertruck. We can expect similar 2-3x sales compared to CT.
 

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Cox 2Q 2025 numbers for EV pickups specifically:

Ford F-150 Lightning: 5,842
Tesla Cybertruck: 4,306
Chevrolet Silverado EV: 3,056
Rivian R1T: 1,752
GMC Sierra EV: 1,524
GMC Hummer EV pickup: 1,503 (estimated; assumed 1/3 of 4,508 Hummer EVs are pickups)

The Silverado and Sierra EVs are basically the same vehicle, just with different styling and different dealer networks. The combined sales were 4,580, slightly ahead of the Cybertruck.

You could make a case that GM was the top EV pickup manufacturer in 2Q 2025, ahead of both Ford and Tesla, based on the combined numbers of the Silverado, Sierra, and Hummer pickups.
EV Trucks just seem to be a small market. Unfortunate, but undeniable. Top seller with 5,800 sales in 3 months? That’s not a good time. We’ll just have to wait and see where the market goes as battery tech develops.

What’s with RAM? How are they not here yet? That could do well if they make a TRX trim. And, on that note, why hasn’t Ford done a Raptor trim in the 2 or 3 sec category? The more EV Trucks out there, the more likely it will be that people start seeing CT for what it is instead of a social status statement.
 
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What’s with RAM? How are they not here yet?
Do you doubt Stellantis? Check out the RAM 1500 REV. More towing, more payload, and more frunk than a Cybertruck.

And last I heard, it was scheduled for delivery in 2027. But you can get an attractive hoodie with the "Ram Electric" logo right now.
 
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hopefully Tesla will make a SUV version of the Cybertruck. We can expect similar 2-3x sales compared to CT.
Tesla already offers a large 3-row SUV -- the Model X. Unfortunately MX sales peaked years ago and have been steadily declining. In 2Q 2025, the R1S outsold the MX by more than 2-to-1.

So it seems possible that Tesla could use a new large SUV design. But it could be based on either the existing Cybertruck platform or the existing Model X platform. I suspect that it would be easier to work with the MX platform than the CT platform.
 
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This is what always grinds my gears — news outlets will say CT is the largest commercial flop of all time and that nobody is buying them. Sure, from preregistrations standards it failed… but it has more quarterly sales than the X and S combined. It reached profitability in under a year and is the third best selling model
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