US May Be at the End of the Electric Auto Mandate Road As Ford Reports a 40 Percent Drop in EV Sales

AP Photo/Rich Pedroncelli

When Elon Musk introduced America to Teslas, they were a sort of novelty. They were pretty hip, good-looking, cool cars. Plus, they had a little get-up-and-go for those who might want to go green but also wanted speed too. But it was here that the left, as usual, got a little greedy, and with Democrats in control of the government, they were able to do what they always do when the American people tell them they don't want something: They attempted to make electric cars (EVs) the only option for Americans. How did that work out?

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Well, at Ford Motor Company, not so good. On Friday, Ford announced a ten percent decrease in new U.S. vehicle sales during the second quarter of 2026. The company cited continuing supplier issues impacting specifically the F-Series trucks as a large portion of the lag in sales. The other is that sales of Ford's EVs are down a shocking 40 percent in the same period.

Overall, Ford sold 549,200 vehicles in quarter two, down from 612,095 at the same time last year. The F-Series trucks, including the F-150 model, were down 11 percent, primarily due to aluminum supply shortages resulting in production limitations. Ford's chief aluminum supplier had to restart production twice in the last year due to two separate fires in 2025.

As for 2026, Ford has sold 1 million vehicles through June, a 9.6 percent decrease from 1.1 million vehicles sold through the same period last year, still partially due to supply interruptions. But it was the attempted forcing of EVs on the American public where Ford, as well as other domestic auto companies, took massive hits. At the end of 2025, Ford announced it would take a roughly $19.5 billion loss and was discontinuing several of its EV models. At that time, Ford's EV division alone had lost a whopping $13 billion since 2023. The company decided to focus on gas-powered vehicles and shift to hybrid and extended-range electric vehicles that incorporate gas-powered engines. 

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Ford was not the only automaker to come out on the losing end of the EV market. General Motors saw a loss of around $7 billion in EVs in 2025 and said it would be less in 2026. Stellantis, parent company of Chrysler, Dodge, Ram, et al, took a loss of $26 billion, and Honda took the smallest hit of $1.7 billion. 

Can you still buy an electric car? If that's what you want, of course you can. There are over 70 models available from every car company you have ever heard of and some you might not have. But that's the idea; it's your choice, not the government's. Just another thing to celebrate this Fourth of July.

Editor's Note: It’s America’s 250th birthday! Help RedState celebrate the greatest nation in history by honoring its past, defending its present, and preserving its future with reporting you can trust.

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