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Now we have been anticipating a giant drop in US electrical car 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 onerous to know but, although, if that’s an actual subject or not — it will depend on 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?
Effectively, 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 strong step down from October 2024 figures, to not point out September 2025. Nevertheless, they didn’t crater. Right here’s how Ford’s electrical fashions did:
- Ford Mustang Mach-E — 2,906 gross sales, down from 3,313 in October 2024 and 7,643 in September 2025
- Ford F-150 Lightning — 1,543 gross sales, down from 1,863 in October 2024 and 3,957 in September 2025
- Ford E-Transit — 260 gross sales, down from 1,088 in October 2024 and 112 in September 2025
Sure, the E-Transit took a giant hit yr over yr (whereas inventories will need to have been depleted in September), however the Mustang Mach-E and F-150 Lightning held up fairly effectively! They weren’t that far off of October 2024 ranges. You could possibly actually see these fashions recovering effectively in coming months.
Sadly, Ford has mentioned that it was reducing EV manufacturing capability attributable to dropping demand. So … that’s not good. Nevertheless, maybe the corporate will take a look at these October figures with some optimism and work to get gross sales again as much as a lot increased ranges once more earlier than too lengthy. What do you assume — optimistic about that, or assume Ford’s EV enterprise goes to slip downward in coming months and take a very long time to get better?
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