Ford announced their sales statistics for September, and it is clear that the brand’s EV sales are outgrowing its ICE offerings.
As anticipated and announced by Ford, sales in September were significantly impacted by inflationary issues and supply shortages. However, these problems seem to have affected ICE sales markedly more than EVs, which saw yet another month of staggering growth compared to shrinking ICE sales.
Ford’s September sales were down by 8.9% compared to last year’s sales. However, the brand also grew EV sales by 197.3% in September alone, a considerable boost that means that they now control 7% of the EV market in the US, up 3.1% compared to the same time last year. This allows Ford to hold the second place EV title for another month.
Ford’s EVs were the stars of their sales report. The Ford F150 Lightning and Ford Mustang Mach-E were some of the brand’s fastest-selling vehicles, flipping in eight days and ten days on dealer lots, respectively. The Ford F150 Lightning sold 1,918 units in September and has now sold 8,760 units YTD. The Ford Mustang Mach-E sold even more units, 2,324 in September and 28,089 units YTD, a 47.3% increase from last September and a 49% increase in YTD sales compared to 2021.
Ford’s E-Transit also dominated the electric van market, controlling 90%. The Ford E-Transit sold just over 400 units in September and 4,387 units YTD.
A select few ICE vehicles saw growth in September. Ford’s best performer, the Ford Maverick, turned on dealer lots in just six days and sold 3,154 units in September and 51,802 units YTD. Nonetheless, Ford saw the most significant decreases in ICE sales from the Ford Bronco Sport (-20.7%), the brand’s heavy trucks (-17.8%), and Ford Edge (-17.7%).
It remains unclear which vehicles have been most affected by Ford’s supply chain woes, though in their announcement about the supply shortage, they stated that their highest margin vehicles were the most affected.
With the continued growth of Ford’s electric offerings, it is only a matter of time before they start to overtake their gas counterparts. While this month’s F150 Lightning and Mustang Mach-E sales are far from taking control of their entire ICE cumulative offerings, they offer a glimpse into the future of the brand and its sales.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
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Tesla rivals are lagging behind alarmingly in this crucial EV necessity

Tesla rivals are lagging behind the company in alarming fashion in this crucial EV necessity: charging.
Tesla has had a long-standing reputation for having the most expansive electric vehicle charging infrastructure, and even as other companies have launched their own as part of the vehicle manufacturing, nobody seems to keep pace with the EV leader.
A report from Paren exhibited this trend in Q3, showing that Tesla overwhelmingly dominated EV charging stall installations over the past three months. This data is based on U.S. installations, where Tesla has long held a dominating position as the leader in overall electric vehicle sales for many years.
In Q3, Tesla installed 1,820 new chargers in the United States, bringing its total presence to 34,328, an all-time market share of 53.2 percent of all charging stalls in the country.
What’s alarming is the fact that all other networks — ChargePoint, Red E, Electrify America, EV Connect, EVgo, Ionna, Blink, Pilot Flying J, and Rivian Adventure — only installed 841 chargers collectively in Q3. That is nearly 1,000 units behind Tesla, despite there being nine companies contributing as competitors.
These nine networks have 10,055 stalls in total, the data from Paren shows, accounting for 15.6 percent of the chargers in the United States.
Tesla added more Superchargers in the US in Q3 than the next nine networks combined. pic.twitter.com/zihhezI6a6
— Sawyer Merritt (@SawyerMerritt) October 20, 2025
EV charging is such a crucial part of the ownership experience, and also a part of the ongoing expansion of EV adoption in the United States.
As more people buy EVs and they become a more prominent form of passenger transportation, more chargers are needed. Many owners charge at home, but charging options in public are important to have for traveling, commuting, and for those who do not have access to residential charging.
With Tesla opening its Supercharger Network to the majority of EV brands over the past two years, things have gotten better.
It has been alarming to see so many companies involved in EV infrastructure essentially accept the gap between Tesla and themselves; not a single company has tried to up its pace to catch up to what Tesla has.
When it comes down to it, as long as there is charging, the manufacturer does not truly matter.
However, it would be nice to see Tesla have some competition in the space, but with its domination and head start in the infrastructure division, it seems the company will have this competitive advantage for years to come.
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Tesla updates fans on its plans for the Roadster
Earlier in 2025, Musk said Tesla would host the “most epic demo” for the Roadster in late 2025. We’re in Q4, so time is running out, but we finally got the update we’ve been waiting for from von Holzhausen on the Ride the Lightning podcast yesterday.

Tesla has finally updated fans on its plans for the Roadster after stating earlier this year it would host the “most epic demo,” showcasing the vehicle’s capabilities.
The Roadster is amongst the most highly anticipated automotive releases in the entire industry, and was set for release in 2020 initially. However, Tesla got so caught up with scaling up the Model Y and focusing on autonomy that the project took a figurative backseat.
In the years since its planned release, we have not seen much of the vehicle. Company executives like Elon Musk and Chief Designer Franz von Holzhausen have hinted at things about it and teased us with potential release dates, but each time, it has been delayed.
Last year, Tesla planned to show something, but Musk saw what improvements had been made from the original design unveiled back in 2017 and figured the company could go a step further, only delaying the project another year.
But what’s another year, right?
Earlier in 2025, Musk said Tesla would host the “most epic demo” for the Roadster in late 2025. We’re in Q4, so time is running out, but we finally got the update we’ve been waiting for from von Holzhausen on the Ride the Lightning podcast yesterday.
Confirming the demo was still on for this year, he also teased some new features that the Roadster will have, like new paint options.
Von Holzhausen said:
“I’m excited to showcase the Roadster for a lot of different reasons. The wait will be worth it.”
Additionally, he said the capabilities of the Roadster are truly something, and they have gotten the vehicle to a point that it seems to test the “limits of physics.” Franz added that Tesla has “really gotten to a point where we are going to be achieving that standard that we set out.”
Obviously, the Roadster is not a major contributor to Tesla’s mission or to its future, which mostly leans on artificial intelligence and Robotaxi or autonomy. However, it is still a product that Tesla needs to offer, as many have put massive $250,000 downpayments on the vehicle in an attempt to purchase one.
Tesla has not yet announced a date for its demo of the Roadster, but based on Franz’s interview, it seems the company is still on track to hold that by the end of the year.
The full episode with Franz von Holzhausen on the Ride the Lightning podcast is available here.
News
Tesla is ramping up its hiring for the Cybercab production team
As can be seen on Tesla’s Careers website, three new Cybercab-related positions are currently available at Giga Texas.

Tesla appears to be ramping up its Cybercab team at Giga Texas. As per recent observations by the Tesla community, three new job listings on the automaker’s Careers site suggest that the company is starting to add more critical personnel for the autonomous two-seater’s production.
New Cybercab jobs
As can be seen on Tesla’s Careers website, three new Cybercab-related positions are currently available. Tesla is looking for a Metrology Technician, who will work on the Cybercab’s Quality team; an Equipment Engineer who will work on the Cybercab’s Plastics team; and a Tool & Die Supervisor, who will work in the Injection Molding team.
All three positions are based in Austin, Texas, which is quite unsurprising as Giga Texas is the only facility today that has the capability to produce the vehicle. The Cybercab’s production is quite different compared to Tesla’s other vehicles, as it is the first car that would be produced using the company’s “Unboxed” process.
Unlike any car that’s produced before
Elon Musk has previously said the Cybercab will be Tesla’s highest-volume vehicle, targeting an annual rate of 2 million units. He also mentioned that the vehicle’s manufacturing line will not resemble an automotive production line at all. Instead, it would resemble a high-speed consumer electronics line, which should pave the way for one Cybercab to be produced every few seconds.
“If you’ve seen the design of the Cybercab line, it doesn’t look like a normal car manufacturing line. It looks like a really high-speed consumer electronics line. In fact, the line will move so fast that actually people can’t even get close to it. I think it’ll be able to produce a car ultimately in less than 5 seconds,” Musk stated during Tesla’s All-Hands meeting earlier this year.
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