Ford Just Had A Fantastic Month of EV Deliveries

Electric vehicle reporting has been a bit of a bummer as of late. There has been a lot of not-very-upbeat news to share. We were very happy today to see Ford’s November EV delivery report because it is in direct contrast with the doom and gloom stuff that has been in the news since early 2024. Here are the highlights and our thoughts on the good news.

Ford Mustang Mach-E Passes Hyundai Ioniq 5 and other Peers
In November, Ford delivered a whopping 5,938 Mach-Es. Ford calls this model an SUV. That’s fine with us. If you consider the Ioniq 5 from Hyundai an SUV as well, then Ford has regained second place in the industry from Hyundai. Ford sold more Mach-Es than Hyundai did Ioniq 5s in November and is also ahead year to date. Based on our review of the numbers, Ford’s Mach-E doesn’t just outsell the Ioniq 5, but it also outsells all of Hyundai’s US EV models for which Hyundai reports deliveries. This news is not to belittle Hyundai. The Ioniq 5 is one of our favorite models, and I’ve named it the Best EV In America for another publication. That the Mach-E can compete with such a great vehicle is a compliment to both companies.

Ford’s F-150 Lightning Had Its Best Month
Ford says that the F-150 Lightning was close to 4,000 units in November, including both commercial and private owner deliveries. Even better news is that Ford has already passed 2023, so the Lighting will be up quite a bit over 2023 by year-end. Look for Ford to post a year-end gain over 2023 of roughly 33%.

Ford’s E-Tranist Leads Its Segment
Although I am a fan of EVs in general, my personal opinion is that we should emphasize commercial vehicles far more than private vehicles. Ford is presently the leader in electric vans. With 1,240 E-Transits sold in November, Ford quadrupled its 2023 November deliveries and will likely have about a doubling of delivered by year-end when the total is known.

Related Story: Ford’s Blue Oval Network of Chargers Is Fantastic - Our Real-World Test Results

Ford's EV Momentum Is No Accident

This time last year, we reported that Ford and its dealer network had invested a tremendous amount of money and work in adding DCFCs across America. I now routinely use Ford chargers in my travels and in my testing. Ford is also a leader in dealer electric vehicle sales training. Coupled with its impressive delivery numbers, Ford seems to be well-positioned to continue its EV product line growth in 2025. 

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John Goreham is a credentialed New England Motor Press Association member and expert vehicle tester. John completed an engineering program with a focus on electric vehicles, followed by two decades of work in high-tech, biopharma, and the automotive supply chain before becoming a news contributor. He is a member of the Society of Automotive Engineers (SAE int). In addition to his eleven years of work at Torque News, John has published thousands of articles and reviews at American news outlets. He is known for offering unfiltered opinions on vehicle topics. You can connect with John on Linkedin and follow his work on our X channel. Please note that stories carrying John's by-line are never AI-generated, but he does employ Grammarly grammar and punctuation software when proofreading. 

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