Ford saw a 31% drop in U.S. sales of electric vehicles in the second quarter of 2025, causing the collapse of electronic transport vans and the decline in popularity of the F-150 lightning. At the same time, hybrid sales increased by more than 23% compared to last year.
Midway through the year, the company sold 38,988 electric vehicles. This is nearly 12% down from where Ford EV sales were on the same level in 2024. That means overall sales are rising thanks to the promotion of pricing for the company’s aggressive employees in the face of auto tariffs.
It’s a difficult time for EV sales in the US as the Trump administration threatens to steal federal tax and other related subsidies after years of growth. Even Hyundai, a successful US electric vehicle, reported on Tuesday that sales of the IONIQ 5 and IONIQ 6 EVs fell 12% and 8% respectively compared to the same period last year. Kia has seen a further deterioration in sales of EV9 and EV6. Tesla is set to release similarly tough quarterly sales on Wednesday.
Ford saw sales of its Mustang Mach-E in the second quarter drop by nearly 20% year-on-year to 10,178 units sold. It sold just 5,842 F-150 lightning bolts, down 26%. Ford only sold 3,410 to 418 E-Transit vans in the second quarter of 2024 (The company told TechCrunch that electronic transport sales had declined as a result of the publication of a large fleet order in the first quarter).
President Trump has pledged tariffs to the automotive sector for the first few months of his second term. But that momentum isn’t continuing with Ford’s EV, which is growing longer in the teeth. The Mustang Mach-E was first launched in late 2020, with the F-150 lightning struck the market in mid-2022. Ford is working on low-cost EV sets starting with light trucks, but will not be available until 2027.
