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Ford’s 2022 EV growth shows it is a true player in a competitive segment

Credit: Ford

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Ford’s 2022 electric vehicle data showed tremendous growth. The automaker’s EV program was one of the most successful in 2022, despite tough market conditions.

Ford said it more than doubled sales of EVs in 2022 compared to 2021. Thanks to the introduction of the Ford F-150 Lightning in 2022, the company sold 61,575 EV units last year between its electric pickup, as well as the Mustang Mach-E and the E-Transit.

This equated to a 0.7 percent increase in market share in the United States for Ford as a manufacturer, the company said. It recognized EV rollouts in 2022 as a major part of this growth.

“Much was accomplished in 2022, with Ford increasing its share of the industry by 0.7 percentage points,” VP of Sales, Distribution, and Trucks for Ford Blue, Andrew Frick, said. “Delivering on our strategy, share expansion came from broad-based growth from our SUV lineup and our all-new EVs growing at twice the rate of the overall EV segment.”

The F-150 Lightning was the best-selling electric truck in America last year, beating out several comparable rivals like the Rivian R1T. 6,500 E-Transit vans were sold last year, and Mustang Mach-E sales went up over 45 percent compared to 2021, with 39,458 units sold.

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Ford boosts F-150 Lightning production with added third shift

2022 was Ford’s first year as a multi-EV company. The F-150 Lightning and E-Transit joined the Mustang Mach-E to help solidify Ford’s potential as a major player in the EV market. 2023 opens up major doors for new milestones, like its first year selling over 100,000 EVs in the United States, as well as a chance to broaden its EV lineup in the U.S. and other highly competitive markets.

Ford’s expansion plans outside the United States include introducing seven new models by next year. In the U.S., however, Ford is already on the right track and remaining incredibly competitive with the legacy automakers who have also adopted widespread EV adoption in recent years. General Motors, for example, sold 38,120 units of the Bolt EV and EUV last year, its best performance to date.

The Bolt has been a staple in EVs for several years. Although the vehicle suffered issues with battery recalls in the past, Chevrolet is offering the vehicles at a sub-$30,000 price point, which brings a major advantage to those who cannot see the merit in paying a more premium price.

Ford’s impressive 2022 brings lofty expectations for 2023. EV fans are partial to companies serious about diving head-first into the sector. Ford has established itself as a mainstay in the EV industry, especially if it can continue to offer quality products across several vehicle styles and continue expanding its lineup of affordable EVs.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab

Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.

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During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.

Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”

Tesla Semi’s official battery capacity leaked by California regulators

The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.

A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.

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Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.

The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.

It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.

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Investor's Corner

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

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Credit: Tesla

Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.

The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.

This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.

Tesla Q2 2026 Earnings Results

  • Non-GAAP EPS – $0.33 reported vs. $0.53 expected
  • Revenues – $28.236 billion reported vs. $26.4 billion expected
  • Free Cash Flow- -$1.092B
  • Profit -$ 4.751B

Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.

Tesla shares closed today down just over 1 percent, trading at $374.01.

In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.

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Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.

You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.

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Elon Musk

Tesla is about to make parking in busy lots less stressful than ever

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Tesla FSD 14.3 [Credit: TESLARATI)
Tesla FSD 14.3 [Credit: TESLARATI)

Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.

Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:

Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.

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Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.

Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.

The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:

Tesla reveals 2026 Summer Update with crazy fixes to Nav and more

Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.

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Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.

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