GM has released its Q4 sales numbers, showing Ultium still ramping steadily, but overall EV sales are down as its best-selling model, the Bolt, winds down as Chevy takes it off the market in its best year of sales ever – leaving GM with only 3.1% EV share, well below the US average.
In Q4, GM sold a total of 19,469 EVs in Q4, a small decrease from last quarter’s total of 20,092, and a significant increase from Q4 2022 which had 16,266 EV sales.
After quite a bit of difficulty getting Ultium off the ground, GM’s new battery platform is finally seeing significant ramps in production. Both Lyriq and Hummer EV sales grew, and Blazer and Silverado EV finally saw deliveries of cars to the public, though still in small numbers.
2023 Hummer EV pickup and SUV versions (Source: GM)
Hummer EV had an impressive quarter, particularly considering how ridiculously excessive it is, with 2,028 in Q4 ’23, almost doubling last quarter’s sales of 1,167 units, and up from just 72 in Q4 of last year.
The Lyriq saw similar growth, as GM sold 3,820 Lyriqs, up from 3,108 in Q3 and from 86 (yes, 86) in Q4 of 2022.
So while we’re not yet seeing large volume deliveries of Ultium-based EVs, we are at least seeing significant ramping of deliveries each quarter now. Hopefully this means the kinks are getting ironed out at GM, and the floodgates can really open as the more mass-market models come into play.
One of those potentially more mass market models (at least, when the base model becomes available – as of now, it’s hard to justify the $56k base price when compared to the Lyriq) is the Blazer EV, which had its first customer deliveries in Q4. 463 Blazers were delivered to customers, marking the start of the model’s availability. But this number would have been affected by a temporary stop sale on the model related to software issues, which resulted in a recall today.
The Silverado EV also started deliveries to customers, but only the work truck version is available so far. It sold in similar numbers, with 443 units delivered in its first quarter of availability.
But the real mass market model, the Equinox EV, isn’t out yet. So we’ll have to see how the ramp goes on that, when it shows up later this year.
2022 Chevrolet Bolt EUV
However, overall EV sales were down for GM, primarily due to one model: the Chevy Bolt. The Bolt had a down quarter, going from 15,835 units sold in Q3 to 12,551 in Q4 (also down from 16,108 in Q4 ’22). But this wasn’t because people aren’t interested in it – it was because GM ended Bolt production in December.
This is part of a planned phaseout of the Bolt so GM can focus on Ultium, including an upcoming Ultium-powered Bolt, but it also means that Chevy ended production on the Bolt during its absolute best year yet.
Previously, the Bolt’s best year sold 38,122 units in 2022. But in 2023, the last year of its existence, Chevy sold 62,045 Bolts – a 63% improvement. And now it’s done, so we won’t get to see how far up that line could have gone.
But if you’re still interested in a Bolt – and you should be, because it’s an excellent vehicle – you can still get one from Chevy in the next weeks and months. And it’s a better deal than ever now that the US EV tax credit is now easier to get for low-income buyers and available upfront as well, making it possible to get a Bolt for under $20k off the lot. If you’d like, you can use our links to contact your local dealers about the 2023 Chevy Bolt EV or 2023 Chevy Bolt EUV, and see if they have any in stock before it goes away for good.
Finally, GM delivered 164 BrightDrop vans, up from 35 last quarter.
Electrek’s Take
19,469 EVs represents 3.1% of GM’s 625,176 overall sales in Q4, which is well below the US average of about 8% EV market share (based on Q3 numbers). GM has claimed for years that it is “all-in” on EVs, but it is currently well behind the pack in US EV sales.
GM employees told us at the Blazer EV drive event that they’re certainly feeling the internal pressure to get more EVs out quickly, but looking at these numbers, it seems like there must not be nearly enough pressure. So we’re here to provide a little more.
If GM truly was “all-in” on EVs, then it should be bringing the average up, not pulling the average down. Even if you ignore the all-EV startups (a newer one of which, Rivian, is almost matching GM in sales), big automakers like Hyundai, VW and Volvo are all bringing the average up, along with several luxury brands (including one GM brand, Cadillac, and Hummer which is all-EV now). Why can’t the rest of your brands bring the average up too, GM?
GM is one of the largest automakers in the world, and largest in America, and therefore is more responsible for the pollution choking all of our lungs than almost anyone else.
GM’s current complacency on EVs is not only not good enough, but it is actively bad, because a vast majority of the company’s sales are of polluting vehicles. Every gas vehicle GM sells this year will continue to pollute the air for a decade or more, exacerbating climate change and causing political and social instability.
If GM was leading the charge for EVs, if it was above the average instead of below it, if it was making more high-volume EVs after years of promises and getting them into customers hands in volume, then our words would not be as harsh. We’re sure that many GM employees are trying – but the numbers show that it is clear the company as a whole is not trying hard enough. 3% is pathetic. At least be average, GM.
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When I first got my hands on a Chinese electric mini-excavator, I thought it would be a fun little machine for digging a few holes and moving some dirt around. What I didn’t expect was just how useful and versatile it would become – and how often I’d reach for it for jobs that I never initially planned on tackling with a compact electric digger.
As I’ve watched all the fun reporting on new electric excavators, I’ve looked on in envy at what the current state of the art is… if you’ve got a quarter million bucks burning a hole in your hefty pocket. They are amazing machines, but I feel like the kid sitting outside of the sandbox and looking in, never able to play with the toys myself. But as it turns out, as long as you don’t need a massive machine, a mini-electric excavator wound up offering me many of the same benefits.
These battery-powered machines are cleaner, quieter, and cheaper to run than their diesel counterparts, which is great. That’s exactly why I started with NESHER in the first place. But what really surprised me was how many odd jobs around my parents’ acreage my little NX2500 excavator managed to take over. Here are five unexpected ways I’ve been using my Chinese electric mini-excavator.
1. Trench digging for irrigation
This was actually one of the first “off-script” jobs I tackled. My parents needed to run some irrigation lines through their property for a new garden setup, and while I originally planned to help my dad out the old-fashioned way (with a trenching shovel and a lot of sweat), I had my first mini-excavator delivered only a month ahead of time, and the timing couldn’t have been more perfect.
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I figured, “Why not?” and before I knew it, I was carving clean, even trenches in a fraction of the time. What would’ve taken an entire weekend by hand was done in about an hour or two, and with zero back pain. It’s a perfect example of how machines like this can turn exhausting, sweaty work into something you actually enjoy.
That picture was taken only part way through… that trench kept going to more planters further out!
Ever since I hurt my back a few years ago, a part of my rude welcome to how the mid-30s feels quite different from the mid-20s, I’ve been a little more aware of the kind of stress I put on my body. While I’m still quick to grab a shovel when I need one, the thought of hand trenching all day with a shovel versus an hour in the operator’s chair was a no-brainer.
2. Tree planting made way easier
Planting one tree is no big deal. Planting 10? Or 20? That’s starting to become a project. Planting 50? That’s a whole day with a shovel – or just a couple of hours with the mini-excavator.
The machine makes short work of digging perfect-sized holes, whether you’re dropping in fruit trees, palms, or trying to reforest a bare section of land.
Digging a hole and dropping the spoils on the sled
In the beginning, there was some trial and error, but I’ve learned that you can fine-tune your technique to get the hole shape just right, so the trees don’t settle awkwardly or too deeply. It’s still manual labor in a sense, since those joysticks don’t work themselves, but it’s a lot less manual than working the shovel all day!
I also found that I can use a simple yard sled to load the spoils onto, then use the UTV to drag it away to the spoil pile elsewhere on the property. If you don’t have a dump truck or mini-truck around, a yard sled is a cool little way to move heavy things easily by dragging them around.
3. Mulch moving machine
I hadn’t originally planned on using the excavator for this one, but I had a big pile of mulch that needed to get loaded into the back of my mini-truck to bring over to a planting area. Instead of shoveling it by hand or using buckets, I figured I’d see how the excavator would handle scooping and dropping. And it worked beautifully.
Is it a perfect loader bucket? Not really. But it does save a lot of time and effort compared to doing it by hand. For loose materials like mulch, compost, or even sandy soil, it’s a no-brainer.
Wild that all three of these machines are electric! We’re living in the future…
I still generally prefer to go with one of my loaders for bulk material like this, but in a pinch, the excavator can move 4-5x the amount I can per shovelfull, and each pass is a heck of a lot less exhausting on me!
4. Grading around trees for a shipping container pad
Here’s one I definitely didn’t expect to work so well. I had an area near some trees where I wanted to drop a shipping container. The ground was a mess – uneven, root-covered, and just generally not flat enough for the container to sit level.
I figured I’d give the excavator a shot at scraping and grading the area flat, and with a little finesse, it worked surprisingly well. It took some careful passes, and I wouldn’t call it laser-level precision, but it was more than good enough to get the container settled evenly and safely.
I’ve since put a second container next to it and built a roof structure between them, so now I have a 40×10-foot (12×3-meter) covered parking area between two shipping containers. I’d say it worked quite well!
5. Hoisting and lifting logs (and other heavy stuff)
Now this one’s a bit outside the box – and outside the manual. These machines aren’t really designed for lifting heavy objects the way a larger excavator or crane is, but they’re surprisingly capable if you’re smart about it.
I’ve hoisted several hundred pounds with mine, like awkward loads or cut log sections. A lifting strap slung over the bucket makes it easy to mount weird-shaped things, and you just have to be careful about swinging around too quickly.
I added a manual thumb attachment, and that proved to be a real game-changer. I can now pick up logs and branches, spin them around, and drop them into the bed of the mini-truck like a tiny mobile crane. Again, one or two logs are easy enough to toss by hand. But when a tree or two comes down after a storm and there are 20 or 30 logs, my back is going to thank me for not trying to toss each one by hand.
Final thoughts
It’s easy to write off these Chinese electric mini-excavators as toys or underpowered knock-offs. But after putting on real-world use for everything from planting trees to loading mulch and lifting logs, I can say they’ve proven themselves. No, they won’t replace a full-size backhoe or dozer, but they’re not trying to. These things are for the small jobs – the ones that wear you out if you try to do them by hand and don’t justify calling in a pro crew. They’re for the homesteaders, not the contractors.
Add in the fact that they’re electric – so you can run them in a garage or barn without worrying about fumes –and you’ve got a pretty compelling machine for landowners, landscapers, hobby farmers, or anyone who wants a quiet, capable, compact helper.
They aren’t without their downsides. Run times are only between 4-6 hours, and the roughly 1 mph (0.6 km/h) walking speed is excruciatingly slow when you need to travel to the farther flung areas of the property. But at least they’re relatively quiet and vibration-free, not to mention emission-free, for that long traverse!
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Slate Auto, a new EV startup backed by Jeff Bezos, has poached a key Tesla manufacturing leader to build its electric pickup truck factory in Indiana.
Napoleon Reyes is a US Marine from Indiana who got a degree in mechanical engineering from Purdue after leaving the force.
He then worked a few years at Subaru and Wabash before joining Tesla’s manufacturing team at the Fremont Factory in 2020.
There, he became part of the Model Y production ramp and was quickly promoted to lead the Model Y General Assembly in Fremont in 2022.
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Reyes led Model Y GA, one of the most critical parts of vehicle manufacturing, for more than a year before being promoted again to lead new pilot processes at the factory.
Most recently, he led the launch of the general assembly line for the Model Y refresh.
The new engineering manager announced this week that he is leaving Tesla to join Slate:
A bit late on the post but after nearly 5 years working at Tesla in Fremont, I made the difficult decision to leave the Company and move closer to home with my family. It was an incredible experience being part of multiple line expansions and multiple Model Y program launches. Leading and managing the Model Y Refresh launch for GA in Fremont this year tested me professionally however we ultimately succeeded due to our amazing cross functional team collaboration. It’s been an absolute pleasure working with such great people, and I will forever be proud and thankful for everything we accomplished together.
I will be taking on a new role as Senior Manager, Plant Vehicle Engineering at Slate Auto in Warsaw, In.
The company raised over $700 million through two rounds of investments from several different investors, including Jeff Bezos. It is currently raising more, which basically guarantees that it will be able to reach production.
The startup acquired a former printing plant in Warsaw, Indiana. It is currently converting to manufacture its electric pickup with a team from legacy automakers and also several former engineers and leaders from Tesla.
Rich Schmidt, an early Tesla manufacturing director, is the head of manufacturing.
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Genesis is preparing to shake things up with its most luxurious SUV yet, the GV90. Thanks to a new patent filing, we are getting a detailed look at how its Rolls-Royce-style coach doors will work.
New patent reveals Genesis GV90 coach door system
When Genesis first unveiled the full-size SUV at the NY Auto Show last March, it wasn’t the stunning design or advanced tech that caught everyone’s attention. It was the coach doors.
Although we were worried it wouldn’t make it to the production model, like many concepts, the Genesis GV90 will be offered with coach doors.
The ultra-luxe electric SUV was first caught with coach doors earlier this year on a car carrier in South Korea. Just last month, the GV90 was spotted in California with a hinge at the rear to open the coach doors.
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After several new patents were filed with the United States Patent and Trademark Office for new door latching devices, we are getting a sneak peek at how they are expected to work.
The patents, titled “Cinching Device For Door Latches in Vehicle,” and “Door Latch Device for Vehicles,” give a pretty detailed explanation of how the Genesis GV90’s coach doors will operate. The “Door Latch Device” uses a door striker on the lower side of the door, which is opened or closed by a hinge unit.
Unlike traditional doors, which use the B-pillar for support, the device is attached directly to the door itself, allowing for hinge-like movement.
The cinching device works in a similar way. It’s also attached to the door and part of the vehicle. However, unlike most of its kind, Genesis found a way to use a single cinching device to control multiple units. Again, the device is used for B-pillarless doors that swing open.
Genesis already said that B-pillarless coach doors are now feasible in production vehicles. The patent reveals a glimpse into how the luxury automaker could make it a reality.
Genesis Neolun ultra-luxury electric SUV concept (Source: Genesis)
Although the Genesis GV90 is expected to be offered with coach doors, they will likely not be standard. Other variants, with traditional door handles, have also been spotted testing in the US and South Korea.
Genesis is expected to launch the GV90 in mid-2026. It will be built at Hyundai’s Ulsan plant in South Korea. The flagship Genesis SUV is scheduled to debut on Hyundai’s new eM platform, which the company said will “provide 50% improvement in driving range.” It will also be loaded with the latest technology, software, connectivity, and Level 3 or higher autonomous driving capabilities.