Ford Mustang Mach-E sales bounce back, becoming 2nd best-selling EV SUV behind Tesla’s Model Y
Sales of Ford’s Mustang Mach-E bounced back in August, rising 61% from last year. The Mach-E became the second-best-selling electric SUV in the US, behind Tesla’s Model Y.
Although Mach-E sales fell over 20% in the first half of the year as Ford retooled its plant in Mexico, where the electric SUV is built, they are on the rise again.
Ford announced the plant upgrades last year, revealing it would result in downtime. Andrew Frick, VP of sales distribution, said in June, “Improved Mustang Mach E inventory flow began to hit at the end of Q2 following the retooling of our plant earlier this year.”
Frick also announced that the changes “helped Mustang Mach-E sales climb 110% in June” despite a slow start to the year.
Production has picked up all year with 0 Mach-E’s 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.
Despite reports claiming that a rising number of EVs are sitting on dealership lots, Ford Model e’s vice president of electric vehicle programs, Darren Palmer, insisted “We’re just loading up dealers.”
Ford Mach-E becomes 2nd best-selling electric SUV
So far, the move seems to be working out as Mach-E sales climbed 61.3% YOY in August to 5,033 units. To put this into persepective, Ford sold a total of 8,633 Mach-E’s between April and June.
With sales climbing, Ford’s Mustang Mach-E became the second best-selling electric SUV in the US behind Tesla’s Model Y.
The news comes shorty after Ford began offering new lease and retail offers on the Mach-E last month. Ford promoted a retail offer for 1.9% APR for 60 months through Ford Credit financing, plus an extra $3,000 bonus cash incentive on 2023 Mach-E and GT models.
As for leasing, Ford offers include $408 per month for 36 months through Ford Credit Red Carpet Lease with $5,188 due at signing. The offer varies based on location and run through October 2.
| 2023 Mustang Mach-E trim | Starting Price | Range (mi) |
| Select | $42,995 | 250 |
| Premium | $46,995 | 250 |
| California Route 1 | $56,995 | 312 |
| GT | $59,995 | 270 |
Ford’s electric van, the E-Transit, had a record month in August with 889 units sold – up 120% for the month.
Meanwhile, sales of Ford’s electric pickup, the F-150 Lightning slipped 57% YOY in August. Ford tells Electrek that “F-150 Lightning production is starting to ramp after a six-week shutdown to expand the Rouge Electric Vehicle Center with limited deliveries across July and August.”
The American automaker says its Rouge EV facility is on now on track to triple its production capacity as it targets a 150,000 run rate by this fall.
With more production capacity, Ford will be able to increase deliveries of high demand trims like the XLT and Pro, which are now available for retail customers in limited numbers. Ford says new trim levels will join the lineup soon.
The impact of the capacity changes at its Rouge plant are expected to begin appearing in the company’s fourth quarter earnings.
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Electricity demand is surging in Texas, and solar, wind, and battery storage are meeting it.
According to new data from the US Energy Information Administration (EIA), electricity demand across the Texas grid managed by the Electric Reliability Council of Texas (ERCOT) hit record highs in the first nine months of 2025. ERCOT, which supplies power to about 90% of the state, saw demand jump 5% year-over-year to 372 terawatt hours (TWh) – a 23% increase since 2021. No other major US grid has grown faster over the past year.
Solar and wind keep ERCOT’s grid steady
The biggest growth story in Texas power generation is solar. Utility-scale solar plants produced 45 TWh from January through September, up 50% from 2024 and nearly four times what they generated in 2021 (11 TWh). Wind power also continued to climb, producing 87 TWh through September – a 4% increase from last year and 36% more than in 2021.
Together, wind and solar supplied 36% of ERCOT’s total electricity over those nine months. Solar, in particular, has transformed Texas’s daytime energy mix. From June to September, ERCOT solar farms generated an average of 24 gigawatts (GW) between noon and 1 pm – double the midday output from 2023. That growth has pushed down natural gas use at midday from 50% of the mix in 2023 to 37% this year.
Battery storage is filling in the gaps
Batteries charge during the day when wind and solar generation are the highest, and they produce electricity when generation from wind and solar slows down. ERCOT began reporting battery output separately in October 2024 in its hourly grid data, and it’s clear that batteries are now helping to smooth out evening peaks. This past summer, batteries supplied an average of 4 GW of power around 8 pm, right as solar production dropped off.
Natural gas is flatlining
Natural gas is still Texas’s dominant power source, but it isn’t growing like it used to. Between January and September, gas-fired plants generated 158 TWh of electricity, compared to 161 TWh in 2023. Gas comprised 43% of ERCOT’s generation mix during the first nine months of 2025, down from 47% in the first nine months of 2023 and 2024.
More demand growth ahead
The EIA expects Texas electricity demand to keep rising faster than any other grid in the US. In its latest Short-Term Energy Outlook, the EIA projects ERCOT’s demand will climb another 14% in the first nine months of 2026, reaching 425 TWh. That means Texas will need even more solar, wind, and battery storage to keep up with its breakneck growth.
Read more: This $900 million solar farm in Texas is going 100% to data centers
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GM is recalling nearly 23,000 Chevy Equinox EV and Cadillac Optiq models due to a defect where the tire tread could fall off.
GM is recalling more Chevy Equinox EV models
In a letter sent to the National Highway Traffic Safety Administration (NHTSA), GM said it has decided to issue a safety recall for certain Chevy Equinox EV and Cadillac Optiq models from model years 2025 to 2026.
This time, it isn’t necessarily GM’s fault. The vehicles may be equipped with 21″ all-season tires that Continental Tire is recalling.
According to Continental, the tires were produced during the week of October 6, 2024, and may have a defect where the tire tread could partially or fully detach. The records show the defect is due to a nonconforming tread base rubber compound.
Owners of affected vehicles may notice unusual tread wear or bulging, vibration while driving, or tire noises. GM is unaware of any incidents related to the defect, but is issuing the recall out of an abundance of caution.
On September 18, 2025, GM inspected the assembly plant and confirmed there were no suspect tires in stock. The 21″ tires come standard on RS trims and are optional on LT1 and LT2 grades.
Although GM is recalling 22,914 Chevy Equinox EVs and Cadillac Optiqs, it estimates that only about 1% of them have the defect.
The recall includes:
- 2026 Cadillac Optiq: 214
- 2026 Chevy Equinox EV: 1,832
- 2025 Cadillac Optiq: 3,468
- 2025 Chevy Equinox EV: 17,400
GM dealers will check all four tires and replace them if needed, free of charge. Dealers were notified on October 16. Owner notification letters are expected to be mailed out on December 1, 2025.
You can contact Chevrolet’s customer service number at 1-800-222-1020 or Cadillac’s at 1-800-333-4223. GM’s recall number is N252525030. Owners can also call the NHTSA hotline at 1-888-327-4236 or visit the nhtsa.gov website for more information.
The Chevy Equinox EV is now the third best-selling EV in the US, trailing only the Tesla Model Y and Model 3. Meanwhile, Cadillac’s entry-level Optiq SUV is the fifth-most-popular luxury EV. The recall is minor and only affects a small percentage of models, so it’s not expected to have a major impact.
If you want to test one of them for yourself, we can help you get started. Check out our links below to find available Chevy Equinox EV and Cadillac Optiq models near you.
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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 earnings madness, Rivian layoffs, Ford pausing F-150 Lightning, and more.
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