March '23 Sales/ChartTesla is indeed facing increased competition, including from Ford. But their commanding lead in U.S. BEV sales remains strong. As indicated in the Cox Automotive analysis earlier in this thread, Tesla's U.S. market share growth from Q1 2022 to Q1 2023 was the highest of any automaker.
I do agree with you that the next few years will be interesting in terms of how things play out with the transition to BEV. In particular, it will be interesting to see if Ford can sustain the #2 position in U.S. BEV sales overall and #1 for BEV pickup truck and van sales well into the middle of the decade as Jim Farley is hoping for. Hopefully GM overtaking Ford for BEV sales in Q1 2023 is only a temporary blip.Thu, 06 Apr 2023 01:48:46 +0000
---------------------------------------------------------------------------
Visit this link to stop these emails: https://zapier.com/manage/zaps/84707006/stop/?check=f02c09a2441aa86786da7c662e17383b
