Ford Reports 5.5% Decline In February US Sales Amid EV Pullback

Ford Motor Co. reported a 5.5% diminution successful its U.S. February income arsenic it scales backmost EV offerings amid an anti-electric-vehicle argumentation environment.

The automaker reported 149,962 units sold successful the U.S. marketplace during February, illustrating a 5.5% YoY diminution from 2025's 158,675 figure, the institution reported connected Wednesday. Ford YTD income were 285,324, 5.4% little than 2025’s 301,619 units sold.

The company, however, recorded much than a 30% uptick successful its ample SUV sales. Ford's Expedition roseate 27%, portion the Explorer's income surged by implicit 33%. The Ford Bronco was up 28%, demonstrating a grounds commencement for the product.

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Ford besides reported a 16% diminution successful F-Series pickup trucks, including a 76% driblet successful income for the F-150 Lightning EV Pickup Truck, which was discontinued by Ford recently.

Ford precocious rolled backmost its efforts to make EVs arsenic it pushes to absorption much connected ICE vehicles. However, the automaker has committed to processing EVs with its Universal EV Platform, which volition underpin the company's upcoming $30,000 Midsize EV pickup motortruck successful 2027.

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The dip comes amid the struggle betwixt the U.S. and Iran, which has intensified. Ford's shares dipped arsenic lipid prices surged crossed the globe. Iran has besides said that it was closing the Strait of Hormuz, a cardinal commercialized way for the planetary crude lipid proviso chain. The Strait of Hormuz is besides liable for implicit 27% of the world’s crude lipid supply.

Meanwhile, an lipid spillage was reported implicit 60 kms distant from Kuwait, arsenic the United Kingdom Maritime Trade Operations (UKMTO) reported that determination was a ample detonation connected the larboard broadside of the tanker adjacent Mubarak Al Kabeer, Kuwait.

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