In June, the overall gross sales of Ford and Lincoln autos in america elevated by 16 p.c year-over-year to 176,727. Additionally, the second quarter and first half of the 12 months have been optimistic, which is an indication of ongoing rebound.

Outcomes final month, in Q2 and year-to-date:

• Ford gross sales: 169,789 (up 16.8%), 511,538 (up 11.2%) and 968,510 (up 10.9%)
• Lincoln gross sales: 6,938 (up 0.6%), 20,124 (down 15.2%) and 39,058 (down 8.9%)
• Complete gross sales: 176,727 (up 16.1%), 531,662 (up 9.9%) and 1,007,568 (up 10.0%)

The optimistic common gross sales outcomes have been accompanied by enchancment of all-electric automotive gross sales in June, after three weaker months within the crimson (brought on by an unlucky manufacturing shutdown of the Ford F-150 Lightning (battery recall) and the improve of the Ford Mustang Mach-E’s plant in Mexico).

In June, Ford battery electrical autos (BEV) gross sales amounted to five,900 items, which is 36 p.c greater than a 12 months in the past and about 3.5 p.c of the model’s complete quantity.

The outcomes have been pushed up by the Ford Mustang Mach-E, which gross sales doubled year-over-year to over 4,000 items final month. Then again, we famous a shocking lower of Ford F-150 Lightning gross sales – by 22 p.c year-over-year to 1,424 and fourth consecutive year-over-year decline of the Ford E-Transit gross sales. In different phrases, these are combined outcomes.

Andrew Frick, Ford vice chairman, gross sales distribution, and vans stated:

“Our EV gross sales proceed to develop. Improved Mustang Mach-E stock stream started to hit on the finish of Q2 following the retooling of our plant earlier this 12 months, which helped Mustang Mach-E gross sales climb 110 p.c in June.”

Due to the weaker April and Could, the overall BEV gross sales through the second quarter of 2023 are barely decrease than a 12 months in the past.

With 14,843 items, Ford can also be barely behind Normal Motors (15,652 and 117 p.c improve year-over-year). It appears that evidently we would see an attention-grabbing race of the 2 OEMs later this 12 months.

BEV gross sales in Q2 2023:

• Ford Mustang Mach-E: 8,633 (down 21%)
• Ford F-150 Lightning: 4,466 (up 119%)
• Ford E-Transit: 1,744 (down 24%)
• Complete: 14,843 (down 2.8%) and a couple of.9% share

Thus far this 12 months, Ford offered over 25,000 all-electric autos within the US (12 p.c greater than a 12 months in the past at this level). That is about 2.7 p.c of the model’s complete quantity.

BEV gross sales year-to-date in 2023:

• Ford Mustang Mach-E: 14,040 (down 21%)
• Ford F-150 Lightning: 8,757 (up 281%)
• Ford E-Transit: 2,912 (down 3%)
• Complete: 25,709 (up 12%) and a couple of.7% share

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

Fashions

Ford F-150 Lightning

Gross sales of the Ford F-150 Lightning amounted to 1,424 items in June (down 22% year-over-year), which is a bit shocking.

We thought that because the plant shutdown is a factor of the previous and that the one manner is up, to at the very least about 2,000 items a month and extra within the later a part of the 12 months – probably over 10,000 per 30 days (assuming the anticipated fee of 150,000 items yearly).

Ford famous it its press launch that the electrical model of the F-150 “continues to draw new clients to Ford with 50 p.c new to the model”.

Ford Mustang Mach-E

Within the case of the Ford Mustang Mach-E, gross sales lastly are going up (after 4 consecutive adverse months), reaching 4,110 in June (up 110 p.c year-over-year). It is going to take a while to beat the earlier 12 months although (at present the YTD quantity is at 14,040, down 21 p.c year-over-year).

With 16,400 items in “gross inventory,” (in comparison with over 13,000 beforehand), the mannequin availability must be considerably increased now.

The manufacturing of the Ford Mustang Mach-E in Mexico is operating at full swing proper now – 13,000 items in June (after 13,639 in Could and 11,858 in April).

Greater than 46,000 items have been produced to date this 12 months (up 36 p.c year-over-year, regardless of the January-February pause).

The numbers exclude China, the place the Mach-E is regionally 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 intends to extend the manufacturing fee to 210,000 items yearly (for world markets) by the tip of 2023.

Ford E-Transit

Gross sales of the Ford E-Transit van in June amounted to 366 items (down 35 p.c year-over-year). It was the fourth consecutive year-over-year decline.

Thus far this 12 months, Ford offered 2,912 items (down 3 p.c year-over-year), which makes us surprise why it is not rising?

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.