Following a Combined Q1, Many Automakers Seeing Plunging EV Deliveries Within the U.S. Market Within the First Month of Q2 – Have We Seen a Tipping Level?

Total car deliveries had been method up in Q1, and EV proponents noticed excellent news in the truth that extra EVs had been delivered than in Q1 2024. Nevertheless, the EV market share for the final half of 2024 was about 8.7%, and within the first quarter of 2025, EV market share dropped to only 7.5%, barely greater than in Q1 2023. This quarter helped clarify that EV market share in America had plateaued about 27 months in the past. So how did April end up? It’s the primary month of Q2, and rather a lot has modified within the auto business just lately as tariff fears crept in.

Early Q2 2025 – Total Automobile Deliveries Proceed to Rise, EVs Decline Sharply
Not each automaker reviews deliveries each month. Many, reminiscent of Toyota, have moved to a quarterly report solely with an annual recap after the calendar 12 months wraps up. Nevertheless, some manufacturers do nonetheless report deliveries each month. We surveyed those that do and got here up with this abstract. The information for individuals who are hoping for extra EV deliveries is just not good. Not good in any respect. 

Honda- Acura – Ramp Up Full – EV Deliveries Have Plateaued
The info for Honda and Acura mirror the brand new Prologue and ZDX that GM builds for the automaker. These are nonetheless of their ramp-up part. Honda solely delivered 93 Prologues in April of 2024 because it was simply beginning up the mannequin. Subsequently, year-over-year deliveries look nice. Nevertheless, Honda/Acura delivered extra EVs in March than they did in April, and Honda/Acura delivered much more EVs in December 2024 than in April of 2025. It appears like that is the plateau for Honda’s present EV fashions. 

Hyundai – Decrease EV Deliveries In April
Hyundai is a frontrunner in EVs in America now, and makes our general favourite, the Ioniq 5. April EV deliveries had been down considerably for Hyundai, regardless of the model having a banner month general. Hyundai doesn’t report Kona EV deliveries, so we do not know the way that mannequin did. Our numbers are for Ioniq 5 and Ioniq 6. 

Kia – Decrease EV Deliveries In April
Like Hyundai, Kia makes incredible EVs that knock our socks off after we take a look at them. Additionally like Hyundai, deliveries had been up in April general, however the model’s EV deliveries dropped fairly a bit. Like Hyundai, Kia doesn’t report its Niro EV deliveries. Our reporting is for the EV6 and EV9. 

Subaru – EVs Down, Different Fashions Setting Information
Subaru’s Soltera is promoting poorly. After we visited a Subaru vendor final month, the vendor nonetheless had an entire row of unsold 2024 Solteras gathering mud. Regardless of a month during which the Crosstrek set a supply report and the model was up 7% general, the EV from Subaru was down by about half its deliveries from April 2024. 

Volvo – International EV Deliveries Down
Volvo had not posted its U.S.-market deliveries to its U.S. media web page on the time of this reporting, however had despatched out a press launch for its international deliveries saying that its EVs had dropped again dramatically. Our numbers mirror all battery-electric automobiles for Volvo globally. 

Mazda – No EV Deliveries
Mazda had an EV referred to as the MX-30, which we examined and reviewed favorably. Nevertheless, it seems to have been left off the roster within the U.S. for 2025. Like most different manufacturers, Mazda had a record-setting April of general deliveries. 

We appeared for April supply knowledge from Rivian, Nissan, Mercedes-Benz, BMW, Genesis, Dodge, and Toyota on their U.S. media websites and confirmed that they don’t seem to be reporting month-to-month gross sales presently, simply quarterly.

GM didn’t report model-by-model deliveries for April, however did say in an announcement, “…we have now seen U.S. deliveries up greater than 20% versus final 12 months.”

Ford is a model that has been doing fairly nicely with EVs general, regardless of the F-150 Lightning’s struggles. The Lightning is just not alone. EV vehicles have failed within the U.S. market. Ford generally reviews a couple of days after the remainder of the business, and we are going to add in any Ford knowledge we discover after we publish this story on the morning of the third enterprise day after the top of April. 

Tesla by no means reviews on a month-to-month foundation, and likewise by no means reviews market-specific deliveries, so its EV deliveries cannot be included on this article. 

Abstract and Context- U.S. EV Deliveries Seem to Be Down Throughout the Board In April
Whereas we don’t have all the info from all automakers as a result of April is the primary month of 1 / 4, what knowledge we do have reveals that EV deliveries have dropped by comparability to 2024 in each case besides Honda, which was simply ramping up its prime vendor one 12 months in the past. Whereas the month was “record-breaking” for nearly all of the automakers we do have knowledge for, EV deliveries had been down by an enormous share for many. 

What conclusions would you draw from this odd April during which general deliveries went up, however EV deliveries went down?

Do you suppose EV deliveries will rebound in Could and June to complete the quarter robust?

Inform us your ideas within the feedback under. 
 

John Goreham is a credentialed New England Motor Press Affiliation member and knowledgeable car tester. John accomplished an engineering program with a give attention to electrical automobiles, adopted by 20 years of labor in high-tech, biopharma, and the automotive provide chain earlier than changing into a information contributor. He’s a member of the Society of Automotive Engineers (SAE int). Along with his eleven years of labor at Torque Information, John has revealed 1000’s of articles and opinions at American information retailers. He’s identified for providing unfiltered opinions on car matters. You may join with John on Linkedin and observe his work on his private X channel or on our X channel. Please word that tales carrying John’s by-line are by no means AI-generated, however he does make use of grammar and punctuation software program when proofreading and he additionally makes use of picture technology instruments. 

Picture of 2025 Hyundai Ioniq 5 N facet view by John Goreham.