GM’s Cadillac straddles gas and electric as committed EV drivers reshape demand

Last updated: May 10, 2026 | 09:56

The Escalade IQL luxury electric vehicle from Cadillac. The brand has crossed a symbolic milestone in the US electric vehicle market, selling more than 100,000 EVs since launching its first all-electric model four years ago. Cadillac

Luxury automaker Cadillac says it has crossed a symbolic milestone in the US electric vehicle market, selling more than 100,000 EVs since launching its first all-electric model four years ago — and the brand believes the most important shift is not just sales, but behaviour.

There's one important lesson after hitting this milestone: buyers who switch to electric are highly likely to remain EV owners for their next purchase, say company execs.

It's a trend reshaping the competitive landscape of the US auto market — further intensifying the battle among legacy luxury brands and pure EV makers.

The milestone comes as US EV adoption enters a more complex phase.…