In July, the full gross sales of Ford and Lincoln automobiles in the US elevated by nearly six % year-over-year to 173,639. After the primary seven months of the yr, the full end result amounted to 1,181,207 (up 9.4 % year-over-year).

Outcomes final month and year-to-date:

• Ford gross sales: 166,978 (up 6.4%) and 1,135,488 (up 10.3%)
• Lincoln gross sales: 6,661 (down 4.4%) and 45,719 (down 8.3%)
• Whole gross sales: 173,639 (up 5.9%) and 1,181,207 (up 9.4%)

Whereas the general outcomes are higher than a yr in the past, the all-electric car gross sales dissatisfied.

In July, Ford battery electrical automobiles (BEV) gross sales amounted to six,280 items, which is eighteen % lower than a yr in the past and about 3.8 % of the model’s complete quantity (a yr in the past it was 4.9 %).

We thought that Ford would be capable of enhance gross sales, however beating July 2022 has turned out to be unimaginable (it was a document month a yr in the past with 7,669 items offered).

On the constructive facet, Ford is enhancing gross sales month-over-month persistently since March. If this development continues, the next months ought to all be higher than a yr in the past. New month-to-month gross sales data are simply across the nook, we consider.

When it comes to mannequin gross sales, each the Ford Mustang Mach-E and Ford F-150 Lightning famous a year-over-year gross sales lower, whereas the Ford E-Transit van is up.

Up to now this yr, Ford offered nearly 32,000 all-electric automobiles within the US (4 % greater than a yr in the past). That is about 2.8 % of the model’s complete quantity.

BEV gross sales year-to-date in 2023:

• Ford Mustang Mach-E: 17,977 (down 21%)
• Ford F-150 Lightning: 10,309 (up 131%)
• Ford E-Transit: 3,703 (up 5%)
• Whole: 31,989 (up 4.4%) and a pair of.8% share

For reference, in 2022, Ford greater than doubled its BEV gross sales to 61,575 items and three.5 % of Ford’s complete quantity (excluding the Lincoln model).

Fashions

Ford F-150 Lightning

Gross sales of the Ford F-150 Lightning amounted to 1,552 items final month (down 29% year-over-year), which isn’t a very good signal.

As we perceive, there have been provide points associated to a manufacturing cease (for six weeks as a consequence of plant retooling), which just lately resumed at a considerably elevated fee (as much as 150,000 items yearly).

Earlier this yr, the Rouge Electrical Car Middle was additionally shut down for a number of weeks, due to the Ford F-150 Lightning battery recall.

Assuming no points within the coming months, we must always see some severe quantity quickly – a number of thousand items per thirty days (doubtlessly over 10,000 per thirty days). It is price noting that costs of the Ford F-150 Lightning had been just lately considerably lowered.

Ford Mustang Mach-E

The Ford Mustang Mach-E can be down (by 21 % year-over-year) to three,937. That is a bit unusual as a result of manufacturing of this mannequin is working at full swing (since March, when the plant improve was accomplished).

Plainly this yr might be an enormous take a look at of the Ford Mustang Mach-E’s gross sales potential. That is the most well-liked all-electric Ford mannequin.

With 16,100 items in “gross inventory,” (in comparison with over 16,400 beforehand), the mannequin availability stays improved (in comparison with earlier intervals, previous to June 2023).

The manufacturing of the Ford Mustang Mach-E in Mexico is working at full swing – 11,611 items in July.

Greater than 57,000 items had been produced to this point this yr (up 38 % year-over-year, regardless of the January-February pause).

The numbers exclude China, the place the Mach-E is domestically produced and offered (at a small scale).

For reference, in 2022, the manufacturing of the Ford Mustang Mach-E in Mexico amounted to 77,959. In November 2022, Ford celebrated the manufacturing of the 150,000th Mach-E.

The corporate supposed to extend the manufacturing fee to 210,000 items yearly (for world markets) by the tip of 2023. Nevertheless, contemplating the current pushback on manufacturing targets, we aren’t so certain whether or not it is nonetheless attainable.

Ford E-Transit

Gross sales of the Ford E-Transit van in July amounted to 791 items (up 50 % year-over-year). That is a comparatively good end result, which allowed to take the year-to-date quantity to three,703 (up 5 % year-over-year).

Ford guarantees a rise in E-Transit manufacturing on the Kansas Metropolis Meeting Plant. The corporate additionally launched a brand new, long-range model of the van.

Different plug-ins

Sadly, Ford doesn’t report gross sales of different plug-in fashions, just like the Ford Escape PHEV. Lincoln‘s PHEV gross sales weren’t revealed both.