The obviously organized attacks on electric carmaker Tesla’s infrastructure and owners of Tesla cars by leftists apparently suffering from Musk Derangement Syndrome dominated the news throughout much of February and March. Sadly, the campaign was supported by a variety of virtue signaling celebrities and cynical politicians like Arizona Democrat Sen. Mark Kelly putting out videos of themselves selling off their own Teslas and replacing them with other EVs or, in Kelly’s case, a gas-guzzling SUV.
You can’t make this stuff up, you really can’t.
The frequency of these attacks appears to have largely died down after law enforcement officials, including Attorney General Pam Bondi and the Justice Department, arrested and charged a number of the activists with felonies, but the objective was clear: The campaign of attacks was designed to damage Tesla’s brand, in the process hoping to punish founder and CEO Elon Musk for his efforts to support the Donald Trump administration by leading the DOGE project to cut government waste and fraud.
Certainly, some damage was done to Tesla’s infrastructure, and to its reputation among its liberal-heavy consumer base. But if the goal was to dethrone Musk’s EV juggernaut as the dominant player in the U.S. and global EV industry, first quarter results show the campaign of violence, vandalism, and virtue signaling to have been a miserable failure.
Web-based EV news site Teslarati compiled the numbers, and reports that Tesla still dominated the US market during the first quarter of 2025, and not just by a little, but by a lot. Tesla’s Model Y and Model 3 cars lead all others in total sales for the quarter with 64,051 and 52,520 units, respectively. Coming in a very distant 3rd was Ford’s Mustang Mach E with just 11,607 units sold.
Tesla’s vaunted, weirdly designed Cybertruck continued to be more than a bit of a disappointment, selling just 6,406 units, trailing the equally underperforming Ford F-150 Lightning by more than 700 units sold.
But here’s the kicker: Overall during the first 3 months of 2025, Tesla sold more EVs than the next 10 EV makers combined in the United States. Musk’s car company dominates the EV space every bit as overwhelmingly as Google dominates the search engine space in the U.S.
Obviously, as I wrote here a few weeks ago, rumors of Tesla’s looming demise are highly overblown. And its dominant status in the market is not limited to the United States.
Germany-based Blackout News reported on April 9 that just four EV companies worldwide are operating profitably today. The only one of those four EV makers not based in China – where we must admit that financial reporting is suspect at best – is, you guessed it, Tesla.
That’s right: Not a single pure-play EV maker in the United States, Europe, or anywhere else outside of China is operating in the black even after 30 years of heavy financial subsidization by western governments and regulatory actions tilting the automaker playing field in their favor.
But Blackout News does not limit its report to pure-play EV companies like Rivian, Lucid and Fisker, all of which are either in bankruptcy or teetering on the brink today. The report also details the struggles of traditional car companies like Ford, GM, BMW, and others to record profits in their own EV business units, a topic I’ve covered here several times in the past few years.
What it all boils down to is this: No matter how hard cynical Democrats like Sen. Kelly and crazed activists try to damage what has become one of America’s great automakers and its thousands of employees, the market is going to be the ultimate decider of the company’s fate. For the first quarter of 2025, the market has spoken, and Tesla and Musk have come out as the clear winners.
That may be a bad thing for Democrats, but it’s a great thing for America.
David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.
The views and opinions expressed in this commentary are those of the author and do not reflect the official position of the Daily Caller News Foundation.
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