That includes the Cadillac Optiq, the lower-priced counterpart to the Lyriq, which delivered its first 145 units last month.
The Polestar 3 (1,013) was the other BEV model to debut in the data last month.
The Polestar 3 (1,013) was the other BEV model to debut in the data last month.
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Here are January Model 3 deliveries by year:
2018: 2,075
2019: 18,190
2020: 17,109
*2021: 8,642
2022: 14,500
2023: 15,000
2024: 11,530
2025: 9,311
*(still dealing with Covid)
2021: 9,296
2022: 13,400
2023: 21,500
2024: 32,200
2025: 26,187
The Cybertruck did another ~3,600, consistent with its past couple months. Right now it’s a 40k-45k/year product.
Model S/X once again combined for just under 3,000 units.
But this was the company’s lowest sales month since January 2023, when Austin’s Model Y production was still ramping up.
2017: 40.8%
2018: 71.7%
2019: 90.7%(!!!)
2020: 79.8%
2021: 75.6%
2022: 73.4%
2023: 53.9%
2024: 58.9%
2025: 44.5%
Definite “rise of the rest” vibes, though no single OEM comes close. GM’s BEV share is #2, at ~8.5% of the market.
🔌💡🚗
Even now, there are not good alternatives in North America. Only the Polestar comes close.
Musk could have continued, and completely dominated the auto market, but that wasn't enough.
Tesla effectively had $13k free money net margin to F* around with.
In contrast, other OEM could not offer competitively priced ICE, hybrid or EV vehicles