“WARREN, Mich. — General Motors made a splash last year when it announced a bold plan to ramp up sales of electric vehicles and said it would stop making gasoline-powered vehicles by 2035.
But more than a year later, some other automakers appear better positioned to lead the industry’s transition to E.V.s. Tesla had global sales of more than 310,000 electric cars in the first quarter of this year, while G.M. is far behind unless it counts E.V.s made by its Chinese joint ventures. It sold fewer than 500 E.V.s in the United States in the quarter. Ford Motor has just started production of an electric F-150 pickup truck and has taken customer reservations for more than 200,000 of them.
Yet, G.M.’s chief executive, Mary T. Barra, is unconcerned. In her view, the G.M. strategy should enable the company to make more affordable E.V.s than most competitors, and eventually to win over many of the tens of millions of mainstream car buyers who are not yet shopping for electric vehicles.
Last year E.V.s accounted for about 3 percent of the 15 million cars and trucks sold in the United States. As that percentage grows, G.M. expects this cost advantage to allow it to overtake most of its rivals within a few years and to challenge Tesla for the lead in E.V. sales before the end of the decade.”