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Coronavirus shakes up America's truck market: GM outselling Ford and Ram

FCA, Ford and General Motors joined the rest of the U.S. auto industry in taking heavy volume hits due to coronavirus-related shortages of both cars and customers. The saying goes that a rising tide lifts all boats; it stands to reason, then, that a falling one would have the opposite effect.  However, as we learned Thursday, the automotive market can behave in unpredictable ways. While the F-Series remained the best-selling nameplate in Q1, GM's full-size trucks are now outselling Ford's again for the first time in years, and with this upward thrust from the General, FCA's Ram was unceremoniously booted out of a hard-earned second place.  While late-March sales declines hit just about every major automaker in one way or another, the model-by-model results weren't nearly so uniform. And because the market tends to be a zero-sum game, for every winner, there generally has to be a loser.  In this case, that winner was GM, and its rise had to come at the expense of another automaker, in this case, Ford. F-Series sales dropped 13.1 percent in the first quarter of 2020, while sales of GM's full-sized Silverado and Sierra surged nearly 28% in the same period. FCA's Ram lineup managed a steady-as-she-goes 7% increase. All-in, GM finished the quarter with 197,743 full-size trucks sold to Ford's 186,562. Here's the full breakdown: Ford F-Series: 186,562  Chevrolet Silverado*: 144,734 Ram P/U: 128,805 GMC Sierra: 53,009 *includes 1,036 Medium Duty sales Things are a but murkier in the midsize segment, where the Chevy Colorado slipped 36% to just 21,430 units sold — just a few hundred better than the slow-selling Ford Ranger's Q1 numbers. The GMC Canyon experienced an almost identical slide, finishing the quarter with just 4,483 units sold. For perspective, Jeep sold more than 15,000 Gladiators and Toyota's midsize Tacoma slipped less than 8%, finishing the quarter with nearly 54,000 sales.  We suspect this discrepancy in full- and mid-size truck sales comes from shifting incentives. Ford, GM and FCA would like to keep selling bigger trucks because there's far more profit margin built into their list prices. Even with tens of thousands of dollars in manufacturer money on the hood, big trucks still make money.  Since these automakers report quarterly, we won't get another good look at these numbers until July, but if you thought that 2019 represented the new normal for U.S. auto sales, well, think again.

GM hard at work on Chevy Silverado and GMC Sierra PHEV pickups

Autoweek heard from sources at General Motors and Ford about how each automaker is addressing the dip in EV enthusiasm and sales. At General Motors, AW reports, "plug-in hybrid versions of the Chevrolet Silverado and GMC Sierra are headed to market, in a hurry." The sources gave no timeline for when the trucks might appear. GM CEO Mary Barra told analysts during GM's Q4 2023 earnings call, "Let me be clear, GM remains committed to eliminating tailpipe emissions from our light-duty vehicles by 2035, but in the interim, deploying plug-in technology in strategic segments will deliver some of the environmental benefits of EVs as the nation continues to build its charging infrastructure."  It's too soon to predict how the Chevy Silverado EV and GMC Sierra EV will fare on the market, the Silverado EV Work Truck still the only one available to customers. It might be better for GM if they're not too popular at first, the automaker's cautious EV production ramp-up and recent software setbacks responsible for some still-healthy reservation rolls. Barra said the company plans to build between 200,000 and 300,000 EVs, this year, which would clear that backlog. Heading into the end of February, with the Chevy Bolt out of the picture and additional EV pickup production pushed to 2025, our Spidey senses feel those are optimistic numbers. The Chevy Bolt was the third-best-selling EV in the U.S. last year, at 62,044 units. GM didn't have another vehicle in the top ten. Furthermore, the combined sales of every EV in the top ten after the Bolt — seven models from six manufacturers — is only just over 200,000 units. The Blazer EV and Equinox EV could make it happen, but there's no way Chevy wants to rush those, the Blazer EV still in software purgatory.   The report speaks of collateral damage, GM said to have canceled an electric pickup sized below the Ford Maverick and Hyundai Santa Cruz. Automotive News said it saw the truck in January 2023, describing it as a futuristic two-door with a low roof and a 4.5-foot cargo bed. A new full-size van program supposedly got the axe as well, eliminating the plan to put a new Chevy Express and GMC Savana on a Brightdrop EV chassis. Over at Ford, AW says its sources mentioned another canceled midsizer; Ford's apparently stopped working on an EV pickup sized a bit below the Nissan Frontier.

GMC introduces off-road performance package for Sierra AT4

GMC is giving its off-road-focused Sierra AT4 pickup even more performance with some factory-installed upgrades. The package is called the AT4 Off-Road Performance Package. With it you'll get the 6.2-liter V8 engine upgrade, cat-back performance exhaust system, performance air intake and 18-inch aluminum wheels shod in Goodyear Wrangler DuraTrac tires. The upgraded performance comes in the form of extra power. Thanks to the bolt-ons, you gain 15 horsepower and 9 pound-feet of torque over the 6.2-liter in stock form. This increases output to 435 horsepower and 469 pound-feet of torque — not too shabby. This package is priced at $4,940, and available for order now. That's a hefty price for what amounts to some minimal bolt-on modifications you could easily do yourself. However, buying it through GM means you get to keep your warranty in place. The Sierra AT4 already has more off-road features than a normal Sierra 1500. You're getting a two-inch lift, four-wheel drive with two-speed transfer case, locking rear differentials, skid plates, Rancho off-road shocks and hill descent control. Both the wheels and tires are available as options already, but this package just bunches related stuff together. It'll be up to you to decide if an exhaust and intake are worth the extra dough. Related video: This content is hosted by a third party. To view it, please update your privacy preferences. Manage Settings.