Ford EV Gross sales Drop Off A Cliff

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Unsurprisingly, given what we’ve seen from the corporate in latest months, Ford’s EV enterprise took an enormous hit within the first quarter yr over yr in america.

The corporate’s finest promoting electrical car, the Mustang Mach-E, remains to be an awesome purchase — but it surely’s more durable getting shoppers to see that with out the $7,500 tax credit score to entice them. With 4,600 gross sales within the first quarter, it had 60.4% fewer gross sales than final yr in the identical time interval (11,607 gross sales). That’s not an thrilling development, particularly when the corporate offered 12,397 Escapes, 31,197 Broncos, 61,387 Explorers, and even 17,554 Expeditions. (Significantly, what’s incorrect with new-vehicle patrons?…).

The F-150 Lightning, which is being discontinued, reached 2,060 deliveries within the first quarter of 2026, down 71.3% from the 7,187 deliveries of the primary quarter of 2025. That’s in comparison with 159,901 F-Sequence vehicles general. Is it any marvel that Ford is dropping the Lightning mannequin?…

Then there’s the Ford E-Transit. With simply 200 gross sales (yikes), the E-Transit scored a 94.7% drop in gross sales in comparison with the three,756 it achieved in Q1 2025. That’s regardless of 34,248 general Transit gross sales. WTF occurred?

There’s completely nothing optimistic about Ford’s EV enterprise within the first quarter. It was a catastrophe. General, deliveries dropped 69.6% from 22,550 in 2025 to six,860 in 2026. Who deserves essentially the most blame for this — shoppers, Ford sellers, or Ford itself? I don’t know, but it surely’s onerous to think about a strategy to treatment the scenario at this level.