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We have now been anticipating a giant drop in US electrical automobile gross sales within the 4th quarter following the top of the US EV tax credit score. We’ve already seen Hyundai and Kia EV gross sales drop off a cliff in October. It’s exhausting to know but, although, if that’s an actual challenge or not — it is dependent upon whether or not it’s a short-term drop due to the pulling ahead of gross sales or the businesses will take a very long time to get again as much as these September ranges.
However, wait, this story is about Ford, proper?
Properly, I began with Hyundai and Kia as a result of Ford actually stands out for not having its EV gross sales drop so dramatically. Sure, gross sales dropped, and they’re a stable step down from October 2024 figures, to not point out September 2025. Nonetheless, they didn’t crater. Right here’s how Ford’s electrical fashions did:
- Ford Mustang Mach-E — 2,906 gross salesdown from 3,313 in October 2024 and 7,643 in September 2025
- Ford F-150 Lightning — 1,543 gross salesdown from 1,863 in October 2024 and 3,957 in September 2025
- Ford E-Transit — 260 gross salesdown from 1,088 in October 2024 and 112 in September 2025
Sure, the E-Transit took a giant hit yr over yr (whereas inventories should have been depleted in September), however the Mustang Mach-E and F-150 Lightning held up fairly properly! They weren’t that far off of October 2024 ranges. You might actually see these fashions recovering properly in coming months.
Sadly, Ford has mentioned that it was lowering EV manufacturing capability resulting from dropping demand. So … that’s not good. Nonetheless, maybe the corporate will have a look at these October figures with some optimism and work to get gross sales again as much as a lot greater ranges once more earlier than too lengthy. What do you suppose — optimistic about that, or suppose Ford’s EV enterprise goes to slip downward in coming months and take a very long time to get well?
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