Ford will reduce its battery electric American lineup
- Electric vehicle sales in the United States fell 40% in November 2025 compared to November 2024 after the expiration on September 30 of a $7,500 tax credit granted to BEV buyers that had been in effect for more than 15 years.
- Encouraged by Donald Trump's new policy which praises the merits of the internal combustion engine and seems not to believe in those of the battery electric engine, the American group Ford has decided to stop production of its large battery electric models marketed in North America at the end of December 2025, the best known of which is the F Series Lightning pickup which was selling less than 2,000 units per month, while the internal combustion version is selling around 500,000 / 600,000 units per year.
- As a result, Ford will refocus on internal combustion and hybrid (plug-in or non-plug-in) models. For example, the F-Series pickup will have an hybrid version, likely with a range extender. All plans for battery electric models, such as future electric pickups and vans, will be abandoned. Ford claims to be making significant savings by scrapping these projects and redirecting its investments toward internal combustion and hybrid powertrains. The future of the Ford Mustang Mach-E also appears uncertain, with sales of the model having fallen from 90,000 in 2023 to 55,000 in 2024 and 50,000 in 2025.
- This new strategy of Ford in North America coincides with that observed in Europe, which consists of getting closer to another carmaker (Renault) for the design and production of battery electric B-segment cars.