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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.

GMC Sierra EV Denali Edition 1 teased before tonight's debut

GMC says its Sierra EV Denali Edition 1 battery-electric pickup is "Built to tower above everything you thought an electric truck could be. That’s why itÂ’s the only EV that deserves the name Denali." We will know what the marketing speak means tomorrow (Thursday), when GM's third electric pickup in a year debuts at 5 p.m. Eastern. GMC teased the face of the Ultium-powered Sierra Denali nearly a year ago with an animated rendering. This second teaser on the eve of the debut gives us a better feel for what to expect. The front fascia advertises the product with illuminated GMC lettering at the center of a grille panel defined by an illuminated border. Upside down L-shaped LED lights frame three LED charging status bars. Below those at the bumper edges are what look like four fog lights, two round units above two squared oval units. In back, a glimpse of taillight reminds one of the Hummer EV's spendy rear lights, a Denali badge informing tailgaters what kind of truck they're following. A panoramic glass panel takes up just about the entire roof, save for some sheetmetal at the back where the shark fin antenna rests. Under that roof, one of the seating options will be a ventilated, quilted fabric with "Denali" embroidered in the headrest.  All the other intel must wait another 24 hours. This truck's Chevrolet Silverado EV sibling has been pitched as pricing between $40,000 and $105,000. We've been told the Sierra EV will only come in Denali trim, so expect the feature set and pricing to align more with the Hummer EV, from close to $100,000 once all trims are rolled out to sums well over $100,000. The furnishings could set a new benchmark in glitz for GMC, brand VP Duncan Aldred saying, "We now have an opportunity to evolve SierraÂ’s capabilities and technologies, as afforded by transitioning to an all-electric propulsion while also elevating the luxurious design and comfort associated with Denali." The playbook established so far leads us to believe the Ultium platform will provide a 200-kWh battery and an estimated range of 400 miles, and an output of something like the 664 horsepower and 780 pound-feet of torque in the top Silverado EV trim. Or this limited Edition 1 trim could split the power gap between the Silverado EV and the 1,000-hp Hummer EV.  Reservations open after the debut.

GMC Sierra AT4X reportedly on the way, nameplate could be GMC's ZR2

In 2016, GM filed an application with Mexico's Institute of Industrial Property to reserve the name AT4X, and in 2019, the automaker made the same request to the U.S. Patent and Trademark Office. Seeing that GMC's current AT4 trim replaces the former All Terrain trim used on the last-gen Sierra pickup, there have been suspicions ever since those trademark filings that GM would use the AT4X name to replace GMC's former All Terrain X trim. GM Authority reports that this is precisely what's going to happen, citing "sources familiar with the matter." The outlet even gleaned an equipment group number: 4SG for AT4X, whereas AT4 is equipment group 4SB.  The surmise is that GMC is again developing its versions of Chevrolet's dirt-clobbering pickups that wear the ZR2 name. Spy shooters caught the GMC Canyon earlier this month trotting around on Multimatic's DSSV dampers and a set of 33-inch tires like its Colorado ZR2 sibling. The Canyon already offers an AT4 trim, it's thought this beefier setup will roll into the lineup as an AT4X.  Stepping up to the half-ton league, at the end of last month Chevy released a teaser for the Silverado ZR2, which had been caught in prototype guise (pictured at top) around Detroit on at least two occasions. We've mused that the production Silverado ZR2 could take some hardcore off-roader cues from the factory-upgraded Silverado ZR2 race truck like a lifted stance, long-travel front suspension, four-leaf springs instead of three-leaf, electronic locking front and rear differentials, and a wider track. One of the production prototypes was caught on 33-inch tires, but we wouldn't be shocked to see 35-inchers on the spec sheet. That size would match the race truck and the rubber fitted to the cross-town rivals Ford Raptor and Ram 1500 TRX. A GMC Sierra AT4X would be the plusher, pricier, chrome-ier version of the ZR2. The aforementioned Multimatic shocks could also be on the docket. We'd expect the GMC Sierra AT4X to bow with the heavily updated 2022 pickup, whenever that arrives. Events around the world of late delayed the pickup, its launch now thought to happen late next year or in early 2023. Related Video: