Overview

• GM sold more than 21,000 electric vehicles in the U.S. in August, its highest monthly total, led by the Chevrolet Equinox EV, Cadillac Lyriq, and GMC Sierra EV.
• The company expects strong demand to continue through September ahead of the September 30 expiration of federal EV purchase credits.
• Executives warn EV sales will fall next quarter and say GM will not overproduce, with output paced to a smaller market.
• GM projects customer access to over 65,000 public fast‑charging bays by year‑end, increasing to more than 80,000 in 2026 and 100,000 in 2027.
• GM says it remains the No. 2 U.S. EV seller and contends that rivals are scaling back, which it argues will reduce overproduction and deep discounting.