CleanTechnica•3 days ago
Ford Mustang Mach-E & F-150 Lightning US Sales Don’t Actually Collapse
Key Takeaway
The resilience of Ford's EV sales post-tax credit suggests continued, albeit potentially uneven, growth in EV adoption, reinforcing the need for developers and large power consumers to plan for sustained increases in electricity demand for charging infrastructure.
AI Summary
- •Despite the expiration of US EV tax credits, Ford's Mustang Mach-E and F-150 Lightning sales did not experience the anticipated collapse in Q4, contrasting with significant drops seen by other manufacturers like Hyundai and Kia in October.
- •This indicates a potentially more resilient and brand-driven EV market than initially expected post-subsidy, suggesting continued, albeit potentially uneven, growth in electricity demand from EV charging infrastructure.
- •For large power consumers and developers, this implies the need to continue planning for sustained load growth driven by EV adoption, while also recognizing market segmentation and brand strength as key factors influencing future demand projections.
Topics
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Article Content
We have been expecting a big drop in US electric vehicle sales in the 4th quarter following the end of the US EV tax credit. We’ve already seen Hyundai and Kia EV sales drop off a cliff in October. It’s hard to know yet, though, if that’s a real issue ... [continued] The post Ford Mustang Mach-E & F-150 Lightning US Sales Don’t Actually Collapse appeared first on CleanTechnica .