Ford’s November sales numbers are in, and the automaker’s electric vehicle (EV) lineup continues to lose momentum at a rapid pace. While Ford’s overall U.S. sales dipped only slightly last month, demand for its EVs plunged thanks to a combination of the loss of federal tax credits, supply-chain issues, and shifting consumer behaviour.
Ford delivered 164,925 vehicles in November, down 0.9% from the same month in 2024. The headline, however, is the 61% crash in EV sales. The company managed to move just 4,247 all-electric vehicles last month, a far cry from the 10,800+ units sold a year earlier.
Every EV in the lineup suffered: Mustang Mach-E sales fell 49% to 3,014, the F-150 Lightning tumbled 72% to just 1,006 units, and the electric E-Transit van dropped a staggering 82% to 227.
The decline comes after the federal $7,500 EV tax credit was scrapped at the end of September, stripping away a major incentive that drove demand throughout Q3.
Ford also had to contend with supply constraints after a fire at a Novelis aluminum plant in New York halted key deliveries for the Lightning. Production remains paused, and recent reports indicate that Ford is weighing whether the electric pickup has a future at all.
With EV inventory piling up and its Model e division bleeding cash, Ford is now leaning harder into hybrids and rethinking its long-term electric strategy. CEO Jim Farley says the company’s next-generation EVs—built on the upcoming Universal EV Platform—will be smaller, more efficient, and far more affordable, with the first $30,000 midsize electric pickup slated for 2027.
