Ford released its September 2022 sales results Tuesday as the US automaker continues to see rising demand for its electric vehicles. Despite ongoing supply issues, Ford’s electric vehicle sales tripled (+197.3%) from last year, gaining 3.1% market share as the automaker looks to hit its goal of a 600,000 run rate by the end of 2023.
Rising demand for Ford electric vehicles boosts disappointing September
Despite overall sales declining almost 9% from September 2021, Ford’s EVs remain a hot commodity. Ford’s electric vehicle sales rose 197.3% year over year, and the company sold 4,691 total EVs in September.
The strong interest in Ford’s new electric vehicles helped offset an otherwise bleak September sales release. The automaker continues – like most of the industry – to struggle with supply chain issues and parts shortages.
Ford claims, “for the sixth straight month, more than 50% of Ford retail sales came from previously placed orders.”
A key thing to note is that Ford saw a significant 18.3% decline in truck sales, the company’s crown jewel and previous best-selling segment. Since launching in June, Ford has sold 8,760 F-150 Lightnings, the company’s electric pickup.
Perhaps, more importantly, the all-electric Mustang Mach-E continues to see high demand despite being on the market for almost three years. Ford sold 2,324 Mach-Es in September, a 47% increase from last year, bringing the total to 28,089 in 2022.
Ford’s third and final electric vehicle, the E-Transit van that customers began receiving earlier this year, dominates its market with over 90% share. The E-Transit remained the best-selling electric van through September, selling 4,387 since its release.
Andrew Frick, VP of sales for Ford Blue, talks about the company’s EV success thus far, stating:
Ford continued to see high-demand vehicles turning at record rates in September, while developing electric truck and van leadership and extending our overall truck leadership.
Ford gained 3.1% EV market share in September YOY, reaching 7% of the total. However, with 41,236 electric vehicle sales year to date and lingering supply chain issues, how will Ford hit a 600,000 run rate by the end of next year?
Ford electric vehicle lineup Source: Ford
How Ford plans to increase EV production
Ford has big plans to scale the output of its electric vehicles and get more EVs in the hand of customers over the next few years. However, meeting its goal to hit a 600,000 run rate by the end of 2023 and then 2 million by 2026 will take significant expansion.
The demand is already there, as Frick explains in Ford’s September sales:
Demand remains strong with new retail orders rapidly expanding.
The Ford F-150 Lightning turns in just eight days, while the Mach-E turns in 10 days.
Ford mentions retail orders for 2023 models are up 244% over 2022 models so far, signaling the company has the buyers. Yet, like many automakers, the key to meeting this demand will be ensuring supply.
The automaker said in July it has locked up 60 GWh of battery supply to meet its 600,000 target run rate, also confirming that it will be adding iron-phosphate (LFP) cells to reduce its reliance on scarce minerals like Nickel. Ford says the transition could result in 10% to 15% in material savings.
As for hitting 2 million by 2026, Ford claims to have 70% of the battery cell capacity required. In September, Ford set new dealer requirements to get its network on board for an electric vehicle push as the automaker looks to gain further market share and catch up with Tesla in electric vehicle sales. Although, seeing as Tesla just sold a record 343,000 EVs in Q3, it will likely be an uphill battle.
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Lucid’s electric minivan can outsprint the Chevy Corvette Z06, and it has more interior space than a Ford Explorer. Is the Lucid Gravity really the “ultimate uncompromising SUV?”
Lucid Gravity SUV is faster than a Corvette Z06
Lucid’s electric SUV is impressive inside and out. The Gravity provides up to 450 miles of driving range, ultra-fast charging (200 miles in under 11 mins), and it even offers up to 120 cubic feet of cargo space. That’s more than the Ford Explorer (87.8 cu ft).
It’s also faster than most sports cars. The Grand Touring trim has up to 845 hp, good for a 0 to 60 mph sprint in just 3.4 seconds, but the Dream Edition takes it to another level.
Powered by dual electric motors, the Lucid Gravity Dream Edition boasts 1,070 hp. To see how Lucid’s minivan stacks up against the competition, Car and Driver nabbed one for testing.
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On the test track, the Lucid’s minivan covered a quarter-mile in just 10.6 secs, beating a Chevrolet Corvette Z06 to 150 mph by nearly three seconds.
According to Car and Driver, the Gravity didn’t just impress in the quarter-mile, “it was a beast in every acceleration metric.” Lucid’s SUV hit 30 mph in 1.4 seconds, 70 mph in 3.7 secs, and topped 100 mph in just 5.9 seconds.
Lucid Gravity Grand Touring (Source: Lucid)
Dave Vanderwerp, the testing director who took the Gravity for a spin, said the electric SUV “gets a sort of second wave of thrust starting around 60 mph.”
With a quarter-mile of just 10.6 secs, Lucid’s Gravity is the fastest SUV they have ever tested, beating out the Rivian Tri-Motor Max (11.1 secs), BMW iX M60 (11.5 secs), and Mercedes-AMG EQE53 SUV.
Lucid Gravity (Source: Lucid)
Although the Rivian’s 850 hp R1S Tri-Motor beat the Gravity to 60 mph, Lucid’s SUV sprinted ahead in the quarter-mile, traveling nearly 20 mph faster.
It was also faster than gas-powered super SUVs, including the Lamborghini Urus Performante (11.2 secs) and Porsche Cayenne Turbo GT (11.2 secs). However, they have yet to test a Tesla Model X Plaid, so that could change the game.
Lucid Gravity Dream Edition vs Audi RS Q8 Performance, Range Rover Sport SV, Porsche Macan Turbo Electric, Rivian R1S Quad, and Porsche Panamera Turbo S E-Hybrid (Source: Hagerty)
In what it called the “1,000 hp mom missiles” drag race, Hagerty recently pitted the Gravity Dream Edition against the Audi RS Q8 Performance, Range Rover Sport SV, Porsche Macan Turbo Electric, Rivian R1S Quad, and Porsche Panamera Turbo S E-Hybrid.
The result was a three-way tie between Lucid’s Gravity, the Porsche Panamera Turbo, and Rivian R1S Quad hitting the quarter-mile in 10.5 seconds.
The Lucid Gravity is available to order starting at $94,900 in the US. Later this year, Lucid is launching the lower-priced Touring trim, priced from $79,900.
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Solar provided over 11% of total US electrical generation in May, while wind + solar produced over one-fifth, and the mix of all renewable energy sources generated nearly 30%, according to data just released by the US Energy Information Administration (EIA).
Solar continues to set new records
Solar continues to be the fastest-growing source of US electricity, according to EIA’s latest “Electric Power Monthly” report (with data through May 31, 2025), which the SUN DAY Campaign reviewed.
In May alone, electrical generation by utility-scale solar (>1-megawatt (MW)) increased by 33.3% year-over-year, while “estimated” small-scale (e.g., rooftop) solar PV increased by 8.9%. Combined, they grew by 26.4% and provided over 11% of US electrical output during the month.
For the first time ever, the mix of utility-scale and small-scale solar produced more electricity than wind: solar – 38,965 gigawatt-hours (GWh); wind – 36,907-GWh.
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Moreover, utility-scale solar thermal and photovoltaic expanded by 39.8% while that from small-scale systems rose by 10.7% during the first five months of 2025 compared to the same period in 2024. The combination of utility-scale and small-scale solar increased by 31.1% and was nearly 8.4% of total US electrical generation for January to May – up from 6.6% a year earlier.
Solar-generated electricity easily surpassed the output of US hydropower plants (6.1%). Solar now produces more electricity than hydropower, biomass, and geothermal combined.
Wind is also on the rise in 2025
Wind produced 12.2% of US electricity in the first five months of 2025. Its output was 3.9% greater than the year before, almost double that produced by hydropower.
During the first five months of 2025, electrical generation by wind + utility-scale and small-scale solar provided 20.5% of the US total, up from 18.7% during the first five months of 2024. Solar + wind accounted for nearly 21.5% of US electrical output in May alone.
During the first five months of this year, wind and solar provided 26.2% more electricity than coal, and 15.4% more than US nuclear power plants. In May alone, the disparity increased further when solar + wind outproduced coal and nuclear power by 55.7% and 22.1%, respectively.
All renewables produced almost 30% in May
The mix of all renewables – wind, solar, hydropower, biomass, geothermal – produced 9.7% more electricity in January to May than they did a year ago (7.6% more in May alone) and provided 28.1% of total US electricity production compared to 26.5% 12 months earlier.
Electrical generation by all renewables in May alone provided 29.7% of total US electrical generation. Renewables’ share of electrical generation is now second only to that of natural gas, whose electrical output actually dropped by 5.9% during the month.
“Solar and wind continue to grow, set new records, and outproduce both coal and nuclear power,” said Ken Bossong, the SUN DAY Campaign’s executive director. “Consequently, the ongoing Republican assault against renewables is not only misguided and illogical but also a good example of shooting oneself in the foot.”
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In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Tesla’s disturbing earnings, a new self-driving challenge, solid-state batteries, and more.
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