Overview of Ford’s EV Sales Drop
Ford has experienced a significant decline in electric vehicle (EV) sales, reporting a 31.4% decrease in the second quarter of 2025. The company sold only 16,438 EVs in the U.S., down from 23,957 units in the same period last year. This sharp decline raises questions about the company’s strategy in the expanding EV market.
Factors Influencing the Sales Drop
According to Ford spokesperson Martin Gunsberg, the drop in EV sales can be attributed to a couple of key issues. Firstly, the changeover to the 2025 model year has created a deficit in available inventory. Dealers have been restricted from selling the Mustang Mach-E due to a major recall affecting nearly 200,000 vehicles. This recall was initiated over a software glitch that could leave customers locked inside or outside their cars, further complicating the sales landscape.
Future Outlook for Ford’s Electric Vehicles
While the situation appears concerning, Ford is optimistic about the future flow of inventory. Gunsberg indicated that they expect the availability of Mustang Mach-E models to increase beginning in July. However, in the second quarter, sales across Ford’s electric lineup, including the F-150 Lightning and E-Transit, dropped by double digits. Compounding this issue, market rival GM has reported a robust growth of 111% in its EV sales, posing even further challenges for Ford.
Ford is banking on a new low-cost EV platform as part of its strategy to regain lost ground in the competitive EV market. The arrival of more affordable models, including a midsize pickup, is anticipated to contribute positively to the company’s sales numbers by 2027.
