Why Ford EV Sales 2025 Are Falling While Hybrids Gain Ground
Ford's electric vehicle sales are taking a hit in 2025 — and it's not just a small dip. In the second quarter of this year, ford ev sales 2025 dropped by a staggering 31% in the U.S., with models like the F-150 Lightning and E-Transit van seeing steep declines. Meanwhile, Ford's hybrid vehicle sales rose sharply, climbing over 23% compared to the same period last year. This shift reflects deeper market changes: uncertain government policies, consumer hesitation, and the aging EV lineup are creating headwinds for automakers like Ford. So, what’s really going on with Ford's EV performance in 2025, and why are hybrids suddenly winning more attention?
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Ford EV Sales 2025: Breaking Down the Decline
As of mid-2025, Ford has only managed to sell 38,988 electric vehicles — a 12% decline from the same point in 2024. That includes some of Ford’s most recognizable EVs: the Mustang Mach-E, which dropped 20% in sales (down to 10,178 units), and the F-150 Lightning, which saw an even steeper 26% fall. But perhaps the most dramatic plunge came from the E-Transit electric van, which plummeted by 88%, from 3,410 units to just 418. While Ford cited fleet orders being front-loaded in Q1 as a reason for the E-Transit collapse, the broader trend is clear: demand for Ford EVs is slipping fast.
This dip comes even though Ford’s overall sales have grown, thanks in part to employee pricing discounts and a pre-tariff buying rush spurred by President Trump’s threats to impose new automotive tariffs. Yet these promotions haven’t helped the EV side of the business. Many consumers are wary of aging models that haven’t seen major updates in years. The Mach-E debuted back in 2020, and the Lightning followed in 2022. Without significant refreshes or compelling new EV offerings, Ford is struggling to keep interest alive in a rapidly evolving market.
Why Hybrids Are Surging as Ford EV Sales Dip
While ford ev sales 2025 continue to falter, hybrids are quietly making a comeback — and not just for Ford. The company reported a 23% jump in hybrid sales year-over-year, reflecting a growing consumer preference for flexibility and fuel efficiency without the full commitment to an EV. Rising interest rates, charging infrastructure concerns, and fears about federal tax incentives being removed have made hybrids a more attractive middle ground.
This trend isn’t limited to Ford. Hyundai’s popular Ioniq 5 and Ioniq 6 EVs also saw double-digit declines in Q2, while Kia’s EV9 and EV6 suffered even steeper losses. Even Tesla, long considered the gold standard for EVs, is expected to report similarly weak sales figures. Consumers appear to be recalibrating their expectations post-pandemic and in light of political and economic uncertainty. For many, a hybrid offers a more practical and affordable step toward sustainability without the risks tied to newer EV tech or unstable policy support.
What’s Next for Ford’s EV Strategy in a Shifting Market
Ford isn’t throwing in the towel just yet. Despite the troubling ford ev sales 2025 data, the company is working on a new generation of lower-cost electric vehicles — starting with a compact electric truck slated for 2027. But that’s still two years away, and in the meantime, the automaker faces a growing gap in its product lineup. While competitors are introducing fresh EV models with better range, faster charging, and updated interiors, Ford is relying on aging vehicles that may no longer excite buyers.
In the near term, Ford might double down on hybrid production to ride the current wave of consumer preference. It’s also likely the company will push for updates to the Mach-E and Lightning models to regain momentum. However, success will also depend on how the federal government handles EV tax credits and how quickly Ford can innovate to match the pace of industry leaders like Rivian, Lucid, and global players like BYD and Hyundai.
As it stands, 2025 is shaping up to be a pivotal year for Ford’s EV ambitions. Whether this is a temporary slump or a sign of a longer-term slowdown will depend on how quickly Ford can pivot — and whether buyers still believe in its electrified future.
The sharp decline in ford ev sales 2025 underscores a broader challenge in the electric vehicle industry. Market conditions are changing, incentives are uncertain, and consumer confidence is in flux. Yet there’s still plenty of opportunity — for Ford and for the industry as a whole — to adapt. With hybrids gaining momentum and a fresh EV roadmap on the horizon, the next 18 months will be critical in determining whether Ford can reclaim its place in the electric race or fall behind more agile competitors. One thing is clear: the EV transition won’t be a straight path — and 2025 is proving to be a turning point.
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