Visualizing EV Production in the U.S. by Brand
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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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Energy

Visualizing U.S. Consumption of Fuel and Materials per Capita

Wealthy countries consume large amounts of natural resources per capita, and the U.S. is no exception. See how much is used per person.

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Visualizing U.S. Consumption of Fuel and Materials per Capita

This was originally posted on Elements. Sign up to the free mailing list to get beautiful visualizations on natural resource megatrends in your email every week.

Wealthy countries consume massive amounts of natural resources per capita, and the United States is no exception.

According to data from the National Mining Association, each American needs more than 39,000 pounds (17,700 kg) of minerals and fossil fuels annually to maintain their standard of living.

Materials We Need to Build

Every building around us and every sidewalk we walk on is made of sand, steel, and cement.

As a result, these materials lead consumption per capita in the United States. On average, each person in America drives the demand of over 10,000 lbs of stone and around 7,000 lbs of sand and gravel per year.

Material/Fossil FuelPounds Per Person
Stone10,643
Natural Gas9,456
Sand, Gravel7,088
Petroleum Products 6,527
Coal 3,290
Cement724
Other Nonmetals569
Salt359
Iron Ore239
Phosphate Rock 166
Sulfur66
Potash49
Soda Ash36
Bauxite (Aluminum)24
Other Metals 21
Copper13
Lead11
Zinc6
Manganese4
Total 39,291

The construction industry is a major contributor to the U.S. economy.

Crushed stone, sand, gravel, and other construction aggregates represent half of the industrial minerals produced in the country, resulting in $29 billion in revenue per year.

Also on the list are crucial hard metals such as copper, aluminum, iron ore, and of course many rarer metals used in smaller quantities each year. These rarer metals can make a big economic difference even when their uses are more concentrated and isolated—for example, palladium (primarily used in catalytic converters) costs $54 million per tonne.

Fuels Powering our Lives

Despite ongoing efforts to fight climate change and reduce carbon emissions, each person in the U.S. uses over 19,000 lbs of fossil fuels per year.

U.S. primary energy consumption by energy source, 2021

Gasoline is the most consumed petroleum product in the United States.

In 2021, finished motor gasoline consumption averaged about 369 million gallons per day, equal to about 44% of total U.S. petroleum use. Distillate fuel oil (20%), hydrocarbon gas liquids (17%), and jet fuel (7%) were the next most important uses.

Reliance on Other Countries

Over the past three decades, the United States has become reliant on foreign sources to meet domestic demand for minerals and fossil fuels. Today, the country is 100% import-reliant for 17 mineral commodities and at least 50% for 30 others.

In order to reduce the dependency on other countries, namely China, the Biden administration has been working to diversify supply chains in critical minerals. This includes strengthening alliances with other countries such as Australia, India, and Japan.

However, questions still remain about how soon these policies can make an impact, and the degree to which they can ultimately help localize and diversify supply chains.

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