In case you’ve been more and more noticing an uptick in chrome steel trapezoids cruising round your neighborhood, there’s a purpose for that. Tesla is steadily ramping up manufacturing and deliveries of the Cybertruck, and Kelley Blue Ebook (KBB) information means that it could now be the best-selling electrical truck in America.
We noticed this coming. Earlier this week, InsideEVs’ estimates based mostly on recall information from the Nationwide Freeway Site visitors Security Administration revealed that the Cybertruck may simply have outsold the Ford F-150 Lightning within the second quarter of 2024. KBB’s Q2 gross sales report bolsters that estimate.
The case for electrical vehicles is difficult
Electrical truck gross sales have not actually taken off. They lag far behind electrical sedans and crossovers. That is primarily due to the excessive value and restricted functionality in comparison with fuel vehicles in the case of the heavy responsibility stuff, like towing and hauling. But when Tesla Cybertruck gross sales proceed to develop, the development may simply get reversed.
The report, which extracts U.S. automobile registration information, means that Tesla offered 8,755 items of the Cybertruck in Q2 whereas Ford offered 7,902 items of the F-150 Lightning throughout the identical interval. So the Cybertruck outsold the Lightning by about 853 items.
| Electrical Truck Gross sales (Cox Auto) | Q2 2024 | Q2 2023 |
| Tesla Cybertruck | 8,755 | NA |
| Ford F-150 Lightning | 7,902 | 4,466 |
| Rivian R1T | 3,309 | 4,424 |
| Chevy Silverado EV | 2,196 | NA |
| GMC Hummer EV (truck + SUV) | 2,929 | 47 |
Crunching Tesla gross sales information is not easy as a result of the corporate doesn’t launch numbers for particular fashions. It releases gross sales of the Mannequin 3 and Mannequin Y mixed and remainder of the automobiles are grouped as “Different Fashions.” Tesla not solely does not launch state-by-state registration information, it additionally does not even break them out by nation or area. Having stated that, the Cybertruck is at present solely offered within the U.S., so that is pretty simple to parse.
Tesla stated that in Q2, the deliveries of its different fashions, which embody the Mannequin S, Mannequin X, Cybertruck and perhaps even the Semi amounted to 21,551 items.
If KBB’s information is actually correct, then the gross sales of Mannequin S and Mannequin X have massively tanked. With 8,755 items of the Cybertruck alone making up for gross sales of the “different fashions,” Tesla offered lower than 13,000 items of the remainder of the three fashions mixed.
| Electrical Truck Gross sales (Cox Auto) | Yr To Date (Jan-June 2024) | Yr To Date (Jan-June 2023) |
| Ford F-150 Lightning | 15,645 | 8,757 |
| Tesla Cybertruck | 11,558 | NA |
| Rivian R1T | 6,570 | 10,638 |
| GMC Hummer EV (truck + SUV) | 4,597 | 49 |
| Chevy Silverado EV | 3,257 | NA |
That is worrying as a result of the Mannequin S and Mannequin X, which put Tesla on the worldwide map and laid the groundwork for its success, are actually quickly growing older. The Mannequin S was launched in 2012 and the Mannequin X was launched in 2015. Each have had upgrades since then, however are displaying their age in lots of different methods.
Yr-to-date, the Ford F-150 Lightning nonetheless stays the best-selling electrical truck with 15,645 items offered whereas Tesla offered 11,558 items of the Cybertruck within the six months of 2024.
With an estimated 2 million reservations for the chrome steel big, demand is not actually the issue. Ramping up manufacturing is. And Tesla appears to be gaining some momentum there after years of development-related delays.
All stated, if issues proceed this manner, it would lead the electrical truck gross sales charts for the rest of the 12 months.
