Ford EV Sales Up 43%

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Ford’s electrical car evolution continues. It’s no EV startup, after all, however lots of the individuals who acknowledge the EV revolution for what it’s have seen Ford’s EV choices from the Mustang Mach-E onward as being largely good, and even superb, and it’s actually a standard opinion that Ford is doing higher than most legacy automakers.

Typically, I see it as enjoying in a center floor between what Tesla is doing and what has traditionally been carried out by legacy automakers on EVs. For some Tesla followers, that isn’t sufficient. Evaluating the Ford F-150 Lightning to Tesla’s tackle an electrical pickup, they could say, “Properly, it’s no Cybertruck!” For a lot of non-Tesla EV followers, commenting on the F-150 Lightning, they could say, “Properly, it’s no Cybertruck!” In different phrases, for a lot of, what Ford is doing isn’t sufficient; however for a lot of others, it’s the most effective of each worlds and the most effective Ford can do. Good — various markets are higher than monoculture ones.

In fact, Ford has had its bumps and bruises because it has accelerated into the EV future. The Ford Mustang Mach-E and Ford F-150 Lightning obtained nice preliminary responses … after which obtained “nice” markups at sellers. Because the financial system has wound itself out of the COVID-19 pandemic and thru some critical army battle affecting automotive provide chains, auto gross sales have been up and down. There’s been numerous hype about dropping EV gross sales not too long ago, which Jo Borras and I’ve tackled on EVObsession (our YouTube present) fairly a bit. However what number of media retailers are going to leap on the “EV gross sales are booming” bandwagon because the developments shift once more?

Particularly, as my headline says, close to Ford’s electrical autos (full, 100% BEVs), gross sales have been up massively in November. General, they elevated 43% in comparison with November 2022. What number of media retailers have gone and blasted out headlines concerning the large surge in EV demand and gross sales? Hmm….

Ford has three EV fashions — the Mustang Mach-E, the F-150 Lightning, and the E-Transit electrical van. Let’s take a look at them individually for November 2023 vs. November 2022:

Ford Mustang Mach-E

• Gross sales up 21.3%
• 4,294 vs. 3,539 gross sales

Ford F-150 Lightning

• Gross sales up 113%
• 4,393 vs. 2,062 gross sales

Ford E-Transit

• Gross sales down 58.6%
• 271 vs. 654 gross sales

And let’s do the identical factor for January–November 2023 vs. January–November 2022:

Ford Mustang Mach-E

• Gross sales up 3.5%
• 35,908 vs. 34,683 gross sales

Ford F-150 Lightning

• Gross sales up 53.6%
• 20,365 vs. 13,258 gross sales

Ford E-Transit

• Gross sales up 6.5%
• 6,187 vs. 5,811 gross sales

Clearly, Mustang Mach-E gross sales appear to be on the rebound, whereas F-150 Lightning gross sales have been popping in 2023, and particularly final month. I’ve been seeing the Lightning in all places these days, so this matches my real-world, on-the-road, restricted observations. General, it appears to be a great yr for Ford within the EV division. Gross sales are up 16.2%, in comparison with 7% on the firm total. They’ve elevated from 53,752 within the first 11 months of 2022 to 62,460 within the first 11 months of 2023. Carry on truckin’, Ford. Let’s see what you’ll be able to herald 2024. I’m particularly curious to see if we discover any bump or bruise by way of F-150 Lightning gross sales following the supply launch of the Cybertruck. Oh yeah, there’s additionally the potential gross sales bump from having access to the Tesla Supercharger community!