Summary
- Ford’s overall EV sales increased by 21.2% year-over-year in January 2025
- The Ford Mustang Mach-E saw a significant increase in sales, while the Ford F-150 Lightning experienced a decrease, potentially due to the Tesla Cybertruck
- The Ford F-150 Lightning initially became the best-selling all-electric pickup truck in the US, but was surpassed by the Tesla Cybertruck
- The Tesla Cybertruck quickly gained market share in the US electric pickup truck segment despite its higher price
- Ford’s EV business had a strong start in 2025 with impressive sales figures, driven mainly by the Mustang Mach-E, while the F-150 Lightning saw a decrease in sales as the Cybertruck gained momentum
Article
Ford’s electric vehicle program made significant progress in January 2025, with a 21.2% year-over-year increase in overall EV sales. The Ford Mustang Mach-E saw a rise in sales, but the Ford F-150 Lightning experienced a decrease, partially due to competition from the Tesla Cybertruck. The F-150 Lightning had initially become the best-selling all-electric pickup truck in the U.S., but the entry of the Cybertruck changed the dynamics of the electric pickup truck segment, leading to a decline in sales for the F-150 Lightning.
The Tesla Cybertruck disrupted the electric pickup truck market in the United States despite delays in production and a higher than expected price. By July 2024, the Cybertruck surpassed the Ford F-150 Lightning to become the best-selling electric pickup truck in the country. It continued to maintain momentum and by Q3 2024, it became the third best-selling EV in the U.S., trailing only the more affordable Model 3 sedan and Model Y crossover. The Cybertruck’s success in the market posed a challenge to competitors like Ford and other traditional automakers.
In January 2025, Ford’s electric vehicle business saw impressive sales figures, with a record 5,666 EVs sold during the month, representing a 21.2% increase compared to the previous year. The majority of this increase was attributed to the Mustang Mach-E, which showed a 127% year-over-year growth with 3,529 units sold. On the other hand, the Ford F-150 Lightning experienced a 15% year-over-year decrease with 1,907 units sold. The Cybertruck, Ford’s main rival in the electric pickup truck segment, was gaining traction in California, a key market for electric vehicles.
The Tesla Cybertruck’s presence on American roads was growing, particularly in California, where it ranked as the sixth best-selling electric car in 2024, according to the California New Car Dealers Association. In comparison, the Ford F-150 Lightning was ranked 13th on the list, indicating the increasing popularity and competition from Tesla’s electric vehicles. As the electric vehicle market continues to evolve and expand, traditional automakers like Ford are facing challenges from innovative brands like Tesla, driving them to adapt and improve their electric vehicle offerings to remain competitive. For the latest updates and news on the electric vehicle industry, readers are encouraged to contact the provided email for news tips.
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