The electric war between the American automotive giants is in full swing, with more twists and dramatic twists than the average Netflix series. General Motors has clearly hit the nail on the head with its electric Hummer, and is now breathing down the neck of Ford's famous F-150 Lightning, which is struggling with declining sales. Meanwhile, politicians are mixing up controversial moves, consumers are speculating whether they will return to the good old V8 engines, and South Koreans are surprisingly no longer finding the electric formula for success. So let's take a closer look at who plays the main role in this electric soap opera (GMC Hummer) and who will have to accept the roles of extras.
General Motors achieved surprisingly good sales results with the electric model in the second quarter of 2025 GMC Hummer, with 4,508 units sold in the US. Although the Hummer's price is well beyond the usual pain point for most wallets, it GM's The rugged electric monster is dangerously close to the Ford F-150 Lightning in this regard. Is this a new way of being a status symbol that allows you to drive up to coffee shops in a luxurious green vest and make those in Teslas jealous?
GM's electric renaissance: Is the Nobel close?
The GMC Hummer and its result are not just an isolated triumph, but part of an extremely successful electric quarter that GM is already bragging about on all sides.
The American automotive giant also sold to the domestic audience:
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- 17,420 Equinox EV electric models,
- 6,549 Blazer EVs,
- 3,056 electric Silverados,
- 1,524 GMC Sierra EVs and
- 1,810 prestigious Escalade IQ models.
If we add up all electric cars, GM's electric division increased its sales by a whopping 111 % compared to the same period last year. Hats off, GM, are you already in line for the Nobel Peace Prize?
US Postal Service Electrified? BrightDrop Says, “Yes!”
The commercial segment has proven to be an additional turbocharger to GM's electric success. BrightDrop, GM's electric delivery subsidiary, has nearly tripled sales of its electric vans - from a modest 490 vehicles last year to 1,318 in the second quarter of this year. Is the US Postal Service finally serious?
GM is masterfully navigating the electric transition
GM's impressive growth comes as it is phasing out its older, more affordable Bolt EV and EUV electric models. But the company has jumped on the electric bandwagon with newer models, proving it can handle the electrification transition better than many of its competitors — despite the current turbulence in the U.S. auto market.
Ford: Where's the charger? We need fast charging!
Meanwhile, Ford, GM's biggest rival, isn't having quite the same smooth ride, with its electric vehicle sales down 31% from the second quarter of last year.
The F-150 Lightning model slipped 26 % to 5,842 units sold, while the E-Transit electric van fell a staggering 88 % – from a solid 3,410 units to a mere 418 units. The popular Mustang Mach-E also saw a 20 percent drop with a total of 10,178 units sold.
Ford claims that the drastic drop in E-Transit sales is due to larger fleet orders that were placed in the first quarter. But the overall picture suggests deeper problems: the company sold just 38,988 electric cars in the first half of this year, almost 12,000 fewer than a year earlier. Ford, maybe it's time to recharge your batteries (literally)?
Trump's EV-inhibitor: Is the era of V8 engines returning?
The U.S. electric car market in general is entering a new, more uncertain era — and so is GM Hummer. President Donald Trump's administration has announced plans to eliminate federal subsidies for electric cars and impose new tariffs, which has spurred consumers to buy in the short term. But whether that move can sustain long-term growth is questionable. It seems that Americans will soon return to their old love – V8 engines.
South Korean heroes are also losing their electric charge
Even manufacturers like Hyundai and Kia, which until recently successfully beat American manufacturers on their own turf, are now feeling the pinch. Hyundai saw sales of the Ioniq 5 and 6 models fall by 12 % and 8 %, respectively, while Kia is facing even bigger headaches with the EV6 and EV9 models.
Ford's rescue plan: Cheaper EVs as early as 2027 (if Elon doesn't get ahead of Mars)
Ford plans to respond to the situation by developing a new series of affordable electric vehicles, including an electric compact pickup truck. Unfortunately, American drivers will have to wait patiently until 2027 for these new models. Maybe Elon Musk will have colonized Mars by then, who knows?
The electric war is coming – who will be the hero, who the clown?
To sum up – the electric war on American roads is just getting started. Who will be the ultimate electric hero and who the electric clown, we'll see. But what's wrong with a little healthy competition if it makes the Earth breathe a little easier, right? The GMC Hummer is already the winner!
