Tech
Ford’s EV, Hybrid Sales Surge In Q1 Ahead Of Tariff Chaos
It was a record start to the year for electrified vehicles, mainly led by the Mustang Mach-E. But that could get pricier soon.
- Ford sold 73,623 electrified models in the U.S. in the first quarter, a 26% year-over-year growth.
- It was a record start to the year for hybrids, up 33% while Ford’s EVs were up 12%, mainly led by the Mustang Mach-E.
- Deliveries of the 2025 Mustang Mach-E, with improved range and more features, is imminent. But it could cost substantially more with President Trump’s 25% tariffs.
Ford sold more than half a million vehicles in the U.S. across powertrain types in the first quarter of this year.
While its overall sales sank marginally, electrified vehicles grew 26% year-over-year. Hybrids, plug-in hybrids and fully electric models now together account for 15% of Ford’s overall sales, a 3% jump over last year.
The Dearborn automaker sold 501,291 units in the first quarter, a 1.3% year-over-year drop. Gas-powered vehicles accounted for 427,668 units (85%) of the total sales, whereas fully electric models made up 22,550 units (4.4%) and hybrids totaled 51,073 units (10.1%).
2025 Mustang Mach-E Rally_04
The Mustang Mach-E outsold the gas-powered Mustang again and every single Lincoln model on sale. Ford sold 11,607 Mach-Es, a 21% increase year-over-year. By comparison, buyers drove home only 9,377 combustion-engined Mustangs, a sharp 31.6% drop.
Sales of the E-Transit electric van increased nearly 30% to 3,756 units. However, the F-150 Lightningdid not perform as well, even though the overall F-Series trucks grew by 24.5%. Only 7,187 Lightnings found homes so far this year, a 7.1% drop.
By comparison, sales of the Chevy Silverado EVgrew 125% to 2,383 units. General Motors also just launched cheaper versions of the 2026 Sierra EV, which has the potential to put the automaker at the forefront of the electric truck race in the coming months.
However, Ford’s momentum with its electrified models risks stalling as President Trump’s 25% tariffs on imported cars and auto parts went into effect on Wednesday. While most Ford cars are assembled in the U.S., all of them get over half of their parts content from overseas—mostly Mexico—according to the National Highway Traffic Safety Administration.
2025 Ford F-150 Lightning with the
A whopping 78% of the Mustang Mach-E’s parts are sourced from Mexico and the crossover is also assembled there. Even the hugely popular Bronco Sport and the Maverick are assembled across America’s southern border.
Unless the president provides American automakers with some tariff relief or trade concessions, their momentum risks getting wiped out, at least in the short term.
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Gov Soludo is a greater supporter of Innoson group but our Office in Anambra was demolished without pre-notification from government— Innoson Group
Innoson Vehicle Manufacturing (IVM) has expressed displeasure over the partial demolition of its Head Office, situated on the Owerri-Nnewi road.
Mr Cornel Osigwe, Head of Corporate Communications at Innoson Group, who confirmed the demolition to newsmen, said that there was no pre notification ahead of the demolition which took place on Wednesday.
He claimed that the office perimeter fence, some offices, stair case and the company’s showroom were affected by the partial demolition.
According to him, there was no pre notification ahead of the demolition; it came to us as a surprise.
“We did not know that the building itself was marked for demolition and if it was marked, they should have given us time to relocate.
“The staff were working and they just saw the demolition vehicle demolishing the building while work was going on.
“Some of our staff were trapped in the building, it took the efforts of our other staff to rescue those that were trapped while over 20 vehicles were also trapped.
“A day before the demolition, there was an announcement that there was going to be a demolition and they were going to give one week for the houses that were marked for demolition to relocate.
“The company was not aware that the company was marked for demolition, and even if it was aware.
“There have been a public announcement that all the marked buildings have one week to relocate, but all those things were not considered
“There were other buildings that were close to the head office and marked for demolition were not demolished but they came straight to our building and demolished it, making us to wonder if there was another ulterior motive to it,” he said.
“Gov. Charles Soludo of Anambra has been a great supporter of Innoson Vehicle and Innoson has been a great supporter of the state government.
“But the way and manner that everything happened makes us to wonder if the state government is aware that those handling the demolition have personal vendetta against the company,” he added.
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