Overview
- Ford’s U.S. EV sales fell 60.8% year over year in November to 4,247, as the gas Mustang nearly matched that total with 4,207; F‑150 Lightning sales dropped to 1,006 with production still paused after a Novelis supply disruption, and media reports say Ford has considered ending the Lightning.
- Hyundai and Kia reported record U.S. hybrid sales of 36,172 in November, up 49% year over year, while their BEV sales fell 59% to 4,618 as overall group volume was roughly flat.
- Tesla U.S. registrations hit a 2025 low at an estimated 39,800 in November, down about 23% year over year, even as China‑made Tesla sales rose 9.9% from a year earlier and 41% from October, according to CPCA data.
- Rivian and Lucid bucked the trend with estimated November U.S. sales of 4,500 and 980, respectively, rising both month over month and year over year, Motor Intelligence data show.
- Cox Automotive described an October collapse in U.S. EV sales after buyers rushed to capture expiring credits, with automakers shifting strategies toward hybrids and lower‑cost EV programs as the market resets.