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Visualizing EV Production in the U.S. by Brand

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Chart showing EV production in U.S. by brand

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Visualizing EV Production in the U.S. by Brand

How long will Tesla hold onto its dominant electric vehicle (EV) market share?

This is one of the biggest questions facing the U.S. automotive industry. On one hand, Tesla has a very strong brand and loyal customer base (similar to Apple). The company also has a headstart in EV production and spends more on R&D per car than its competitors.

On the other hand, legacy automakers such as Volkswagen are eager to overtake Tesla. As the incumbents, they have decades more experience in building cars and are investing billions of dollars to catch up.

To keep you up to date on this evolving story, we’ve visualized data from the EPA’s 2022 Automotive Trends Report.

Data for the 2021 Model Year

Although it comes from a 2022 report, the comprehensive production data used in this infographic is for the 2021 model year.

The table below breaks out total production by EV and PHEV (plug-in hybrid electric vehicle).

ManufacturerEV ProductionPHEV ProductionCombined Production
GM13,000013,000
Toyota054,00054,000
VW37,0009,00046,000
BMW2,00022,00025,000
Honda02,0002,000
Tesla339,0000339,000
Mazda000
Hyundai8,0002,00010,000
Subaru02,0002,000
Mercedes000
Stellantis052,00052,000
Kia1,0001,0002,000
Nissan6,00006,000
Ford32,0005,00037,000
Total*438,000149,000588,000

*Rounded to nearest 1,000. Numbers may not add up due to rounding. Includes top 14 manufacturers with U.S. footprint

Toyota and Stellantis are the two biggest legacy automakers in this dataset, though it’s worth pointing out that they only produced PHEVs. Toyota’s first EV, the bZ4X, isn’t slated for release until 2023.

Stellantis appears to be even further behind, though the company has plenty of untapped potential with brands like Jeep and Ram. In a recent interview, Stellantis CEO Carlos Tavares revealed that the company has set aside $36 billion for electrification and software.

Legacy Brands with the Most Momentum

When it comes to building EVs, some legacy brands have moved quicker than others.

Among these legacy brands is Volkswagen, which has made a major commitment to EVs in the fallout of its Dieselgate scandal. The group aims to produce 22 million EVs by 2028, and is rolling out various models including the ID.3 hatchback, the ID.4 SUV, and the ID. Buzz (an electric revival of the classic Microbus).

Ford is also showing good pace, announcing $22 billion in EV investment between 2021 and 2025. The brand produced its 150,000th Mustang Mach-E in Nov. 2022, and is aiming to build 270,000 of them in 2023 alone.

Ford’s highly anticipated F-150 Lightning has also received over 200,000 reservations. Production of the Lightning is expected to be 15,000 in 2022, 55,000 in 2023, and 80,000 in 2024. Rivian, Ford’s primary rival in the electric pickup truck segment, is on track to reach 25,000 vehicles in 2022.

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Batteries

Ranked: The World’s Largest Lithium Producers in 2023

Three countries account for almost 90% of the lithium produced in the world.

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Voronoi graphic showing the top lithium producers in 2023.

The World’s Largest Lithium Producers in 2023

This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources.

Three countries—Australia, Chile, and China—accounted for 88% of lithium production in 2023.

In this graphic, we list the world’s leading countries in terms of lithium production. These figures come from the latest USGS publication on lithium statistics (published Jan 2024).

Australia Leads, China Approaches Chile

Australia, the world’s leading producer, extracts lithium directly from hard-rock mines, specifically from the mineral spodumene.

The country saw a big jump in output over the last decade. In 2013, Australia produced 13,000 metric tons of lithium, compared to 86,000 metric tons in 2023.

RankCountryLithium production 2023E (metric tons)
1🇦🇺 Australia86,000
2🇨🇱 Chile44,000
3🇨🇳 China33,000
4🇦🇷 Argentina9,600
5🇧🇷 Brazil4,900
6🇨🇦 Canada3,400
7🇿🇼 Zimbabwe3,400
8🇵🇹 Portugal380
🌍 World Total184,680

Chile is second in rank but with more modest growth. Chilean production rose from 13,500 tonnes in 2013 to 44,000 metric tons in 2023. Contrary to Australia, the South American country extracts lithium from brine.

China, which also produces lithium from brine, has been approaching Chile over the years. The country increased its domestic production from 4,000 metric tons in 2013 to 33,000 last year.

Chinese companies have also increased their ownership shares in lithium producers around the globe; three Chinese companies are also among the top lithium mining companies. The biggest, Tianqi Lithium, has a significant stake in Greenbushes, the world’s biggest hard-rock lithium mine in Australia.

Argentina, the fourth country on our list, more than tripled its production over the last decade and has received investments from other countries to increase its output.

With all the top producers increasing output to cover the demand from the clean energy industry, especially for electric vehicle (EV) batteries, the lithium market has seen a surplus recently, which caused prices to collapse by more than 80% from a late-2022 record high.

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