Ford’s EV sales slip in Q2 despite stronger F-150 Lightning performance
Despite a positive upswing in electric car sales in the US over the past three months, American automaker Ford’s EV sales fell by 2.8% in Q2 from the first quarter.
Ford’s electric pickup, the F-150 Lightning, was its only purely electric vehicle to see sales rise compared to last year.
F-150 Lightning sales reached 4,466 in the second quarter, up 118.7% compared to just over 2K last year. Keep in mind, however, Ford began delivering the electric pickup last May, so doubling sales over the previous year is to be expected.
The automaker says it continues attracting new customers, with 50% of buyers coming from different brands.
On the other hand, Ford’s first electric car, the Mustang Mach-E, saw sales fall 21.1% YOY. The decline comes after Mach-E sales were down 20% in the first three months of the year. Year-to-date (YTD) sales of the electric SUV are down 20.6%.
Andrew Frick, VP of sales distribution, said, “Improved Mustang Mach E inventory flow began to hit at the end of Q2 following the retooling of our plant earlier this year.”
Ford announced last year it would be retooling its Mexico plant, where the Mustang Mach-E is built, which would result in downtime at the facility.
Frick said the move “helped Mustang Mach-E sales climb 110% in June.” Overall, Ford’s EV sales were up 35.5% in June, despite a slow start to the quarter.
Mustang Mach-E production has picked up throughout the year, with 0 being built in January, 300 in February, 7,381 in March, 11,858 in April, 13,639 in May, and another 13,000 in June.
Ford also halted production of the Lightning in mid-February after discovering a potential battery issue, resuming operations at the end of March.
Sales of Ford’s electric van, the E-Transit, were down 23.8% compared to last year, with 1,744 units sold in Q2.
Ford recently received a massive $9.2 billion loan from the Department of Energy’s (DOE) Loan Program Office to build three battery factories in the US and boost domestic production. The loan is the single largest in the Loan Program Office’s history and the biggest overall since the US auto bailouts in 2009.
Electrek’s Take
Both Ford and GM posted disappointing EV sales results in Q2, while purely EV makers like Tesla, Rivian, and Polestar all posted record results.
It seems over the past two years or so, automakers focusing their resources and time purely on electric vehicles are securing the supply chain needed to ramp production. Meanwhile, automakers like Ford and GM, which continue to invest in ICE vehicles, are having difficulty meeting demand with softening EV sales this year and ongoing supply chain hurdles.
Rivian’s CEO RJ Scaringe told BloombergTV in a recent interview, “What we saw in Q2 was the beginnings of the supply chain really running in a healthy way” after struggling with hurdles over the last year.
We’ll see how the rest of the year plays out, but if the second quarter is any indication, EV makers are starting to get a leg up on legacy automakers.
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If you’ve ever wondered what happens when you combine a fruit cart, a cargo bike, and a Piaggio Ape all in one vehicle, now you’ve got your answer. I submit, for your approval, this week’s feature for the Awesomely Weird Alibaba Electric Vehicle of the Week column – and it’s a beautiful doozie.
Feast your eyes on this salad slinging, coleslaw cruising, tuber taxiing produce chariot!
I think this electric vegetable trike might finally scratch the itch long felt by many of my readers. It seems every time I cover an electric trike, even the really cool ones, I always get commenters poo-poo-ing it for having two wheels in the rear instead of two wheels in the front. Well, here you go, folks!
Designed with two front wheels for maximum stability, this trike keeps your cucumbers in check through every corner. Because trust me, you don’t want to hit a pothole and suddenly be juggling peaches like you’re in Cirque du Soleil: Farmers Market Edition.
To avoid the extra cost of designing a linked steering system for a pair of front wheels, the engineers who brought this salad shuttle to life simply side-stepped that complexity altogether by steering the entire fixed front end. I’ve got articulating electric tractors that steer like this, and so if it works for a several-ton work machine, it should work for a couple hundred pounds of cargo bike.
Featuring a giant cargo bed up front with four cascading fruit baskets set up for roadside sales, this cargo bike is something of a blank slate. Sure, you could monetize grandma’s vegetable garden, or you could fill it with your own ideas and concoctions. Our exceedingly talented graphics wizard sees it as the perfect coffee and pastry e-bike for my new startup, The Handlebarista, and I’m not one to argue. Basically, the sky is the limit with a blank slate bike like this!
Sure, the quality doesn’t quite match something like a fancy Tern cargo bike. The rim brakes aren’t exactly confidence-inspiring, but at least there are three of them. And if they should all give out, or just not quite slow you down enough to avoid that quickly approaching brick wall, then at least you’ve got a couple hundred pounds of tomatoes as a tasty crumple zone.
The electrical system does seem a bit underpowered. With a 36V battery and a 250W motor, I don’t know if one-third of a horsepower is enough to haul a full load to the local farmer’s market. But I guess if the weight is a bit much for the little motor, you could always do some snacking along the way. On the other hand, all the pictures seem to show a non-electric version. So if this cart is presumably mobile on pedal power alone, then that extra motor assist, however small, is going to feel like a very welcome guest.
The $950 price is presumably for the electric version, since that’s what’s in the title of the listing, though I wouldn’t get too excited just yet. I’ve bought a LOT of stuff on Alibaba, including many electric vehicles, and the too-good-to-be-true price is always exactly that. In my experience, you can multiply the Alibaba price by 3-4x to get the actual landed price for things like these. Even so, $3,000-$4,000 wouldn’t be a terrible price, considering a lot of electric trikes stateside already cost that much and don’t even come with a quad-set of vegetable baskets on board!
I should also put my normal caveat in here about not actually buying one of these. Please, please don’t try to buy one of these awesome cargo e-trikes. This is a silly, tongue-in-cheek weekend column where I scour the ever-entertaining underbelly of China’s massive e-commerce site Alibaba in search of fun, quirky, and just plain awesomely weird electric vehicles. While I’ve successfully bought several fun things on the platform, I’ve also gotten scammed more than once, so this is not for the timid or the tight-budgeted among us.
That isn’t to say that some of my more stubborn readers haven’t followed in my footsteps before, ignoring my advice and setting out on their own wild journey. But please don’t be the one who risks it all and gets nothing in return. Don’t say I didn’t warn you; this is the warning.
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Environment
Podcast: Trump/GOP go after EV/solar, Tesla, Ford, GM EV sales, Electrek Formula Sun, and more
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 Trump’s Big Beautiful bill becoming law and going after EVs and solar, Tesla, Ford, and GM EV sales, Electrek Formula Sun, and more
Today’s episode is brought to you by Bosch Mobility Aftermarket—A global leader and trusted provider of automotive aftermarket parts. To celebrate Amazon Prime Day July 8th through 11th, Bosch Mobility is offering exclusive savings on must-have auto parts and tools. Learn more here.
The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.
As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.
After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:
We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.
Here are a few of the articles that we will discuss during the podcast:
- Electrek FSGP 2025: New teams, new cars, same solar spirit
- Congress votes to send 2 million US jobs to China, increase deficit, energy costs
- Tesla (TSLA) confirms 384,000 deliveries in Q2 2025, right on expectations
- Tesla prototype sparks speculation: a Model Y, maybe slightly smaller
- Tesla launches Oasis Supercharger with solar farm and off-grid batteries
- Tesla unveils its LFP battery factory, claims it’s almost ready
- Here’s why Ford’s electric vehicle sales crashed by nearly a third in Q2
- The Chevy Equinox EV is GM’s breakout star, but that’s not the only surprise
- Xpeng launches G7, a new Tesla Model Y competitor for just $27,000
Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET:
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