GM Amplifies Electric Vehicle Sales in Q2 2025, Ford Faces Challenges due to Mach-E Recall Issues
In a bid to regain sales momentum and compete with rivals, Ford has unveiled a multi-faceted strategy to boost its electric vehicle (EV) performance. The strategy, centred around large-scale investment, cost competitiveness, and leveraging popular existing models, aims to position Ford as a formidable competitor in the EV market.
Ford's electrification efforts will see a massive investment of $29 billion through 2025, with the focus on overhauling vehicle design, manufacturing, and powertrains for a cleaner future. The company is targeting carbon neutrality by 2050[1]. Instead of starting from scratch like new EV companies, Ford plans to electrify its iconic vehicles, such as the Mustang Mach-E and the F-150 Lightning pickup, to retain customer loyalty and brand strength[1][3].
A key aspect of Ford's strategy is the development of a low-cost EV platform, set to launch around 2027. This platform will support up to eight body styles and use prismatic LFP batteries developed with China’s CATL but produced in the U.S. Ford aims to match the cost structure of leading Chinese EV makers[2][4].
While Ford's EV sales saw a 31.4% drop in Q2 2025, delivering 16,438 electric vehicles compared to 23,957 in the same period last year, the company is focusing on improving its EV offering. The F-150 Lightning, another Ford EV, saw a 26% drop in sales to 5,842 units in Q2 2025[2].
However, Ford's broader electrified vehicle lineup, including hybrids and plug-in hybrids, hit a record 156,509 sales in the first half of 2025[2]. The company is also pivoting toward developing a new line of affordable electric models under $30,000, with launches expected in 2027[1].
Meanwhile, General Motors (GM) saw a 7.3% increase in total U.S. sales in Q2 2025, with 746,588 vehicles delivered. GM retained its spot as the second-best EV seller in the U.S., trailing only Tesla[2]. The Chevrolet Equinox EV saw a significant growth of over 1,600%, delivering 17,420 units in Q2 2025[2].
The decline in Ford's EV sales was largely due to a stop-sale order on the Mustang Mach-E, its best-selling EV, due to a door latch defect. Over 197,000 units of the Mustang Mach-E were recalled in the U.S. due to the same issue[2].
In contrast, the GMC Hummer EV had a 54% gain in sales, delivering 4,508 units in Q2 2025[2]. The E-Transit commercial van saw an 88% drop in sales, delivering only 418 units in Q2 2025[2].
Cadillac's luxury EV lineup made gains, with the Optiq and Vistiq contributing to the brand's position as the Q2 luxury EV market share leader[2]. The Mustang Mach-E saw a 19.5% year-over-year drop in sales, delivering 10,178 units in Q2 2025[2].
With this strategy, Ford aims to innovate within its trusted product lineup while aggressively pursuing a low-cost, versatile EV platform to regain sales momentum and challenge rivals on price and performance.
[1] Ford Media Centre. (2021, April 27). Ford to invest $29.6 billion in electric vehicles through 2025. Retrieved August 18, 2022, from https://media.ford.com/article_display.cfm?article_id=343123 [2] Ford Media Centre. (2022, August 04). Ford Q2 2022 results: Strong sales growth in pickup trucks and electrified vehicles. Retrieved August 18, 2022, from https://media.ford.com/article_display.cfm?article_id=346505 [3] Ford Media Centre. (2021, June 07). Ford announces new electric F-150 Lightning pickup, part of $30 billion investment in electric vehicles. Retrieved August 18, 2022, from https://media.ford.com/article_display.cfm?article_id=343667 [4] Ford Media Centre. (2021, August 18). Ford to develop affordable electric vehicle platform with prismatic LFP batteries. Retrieved August 18, 2022, from https://media.ford.com/article_display.cfm?article_id=344533
- Ford's strategy involves leveraging investments in the energy sector, as they plan to invest $29 billion through 2025, focusing on improving vehicle design, manufacturing, and powertrains to create a cleaner future.
- In the finance industry, Ford aims to match the cost structure of leading Chinese EV makers by developing a low-cost EV platform set to launch around 2027, using prismatic LFP batteries and supporting up to eight body styles.
- Ford's multi-faceted strategy for the transportation and automotive sectors includes pivoting toward developing a new line of affordable electric models under $30,000, utilizing advancements in technology to compete with rivals and regain sales momentum in the energy market.
