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Ford’s EV sales grow over 168 percent in July, second-best EV brand in U.S.

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Ford’s electric vehicle sales grew over 168 percent in July compared to the same month last year. The automaker’s July 2022 EV delivery figures were good enough for second-best in sales for the month in the United States behind only Tesla.

According to Ford’s press release, EV sales this July are up 168.7% compared to last year. More specifically, the brand saw EV sales rise by 168.7% compared to the previous year, Mach-E sales increased by 74.1%, the Lightning delivered the most vehicles per month yet, and E-Transit sales grew by 13.9% in the commercial market and 46.3% in government sales. The E-Transit owns 95 percent of the electric van segment, Ford said.

Ford’s EV production has increased as the company now offers the F-150 Lightning, which it did not sell until this year. Deliveries began on May 26, 2022.

Ford’s sales from July make them “America’s #1 Brand,” and their EV sales “outpaced segment,” which has become the norm at Ford. Over the past six months, the Detroit-based company has grown EV sales with consistency.

“F-Series hit the 60,000-truck mark for the first time this year, with our all-new electric F-150 Lightning having its best sales month yet,” Andrew Frick, Ford’s VP of Sales, Distribution & Trucks under the “Ford Blue” division, said. “Ford SUVs were up 70 percent, while E-Transit leads the electric van space with 95 percent of the electric van segment.”

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In June of this year, Ford saw a 76.6% growth in EV sales compared to last year. In May, they grew EV sales by 221.5%. In April, they grew sales by 139%. In March, sales increased by 16.9%. In February, sales grew by 55.3%. And in January, sales grew by 167.2%.

ford electric vehicle sales 2022

Credit: Teslarati

Ford’s EV models helped the brand to grow overall sales by 36.6% compared to last year and 7.7% compared to June of this year. The company’s overall share of the EV market is expanding as the company established 10.9 percent of EV sales in the U.S. in July. The company only held a 7.7 percent market share in Q2, with 4.4 percent in Q1. The automaker continues to see more growth with its electrified models, which are contributing to unprecedented levels of interest from consumers.

Other brands have not been able to replicate Ford’s sales success this month. According to their respective sales reports released for July, Honda America sales were down 47.4% compared to last year, Toyota North America sales down 21.2%, Subaru America sales down by 17.1%, and Mazda sales down by 28.5%. While most manufacturers no longer provide monthly sales reports, these results indicate a possible trend of electrified sales siphoning away from ICE alternatives.

It isn’t obvious what is defining Ford’s success in the market right now, but their wide selection of EVs fitting a variety of lifestyles and needs certainly isn’t hurting them. Many are wondering how long this growth will continue, but for now, Ford is on a great path to success.

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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Will is an auto enthusiast, a gear head, and an EV enthusiast above all. From racing, to industry data, to the most advanced EV tech on earth, he now covers it at Teslarati.

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Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign

The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.

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Credit: Tesla

Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands. 

The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.

The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.

Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun. 

“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website. 

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This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.

Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.

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Tesla sees sharp November rebound in China as Model Y demand surges

New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.

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Credit: Tesla China

Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October. 

New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.

Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.

The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.

This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.

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For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.

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Investor's Corner

Tesla bear gets blunt with beliefs over company valuation

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Credit: Tesla

Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.

“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Shortand was portrayed by Christian Bale.

Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”

Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation

For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.

Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.

While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.

Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.

In 2020, it launched its short position, but by October 2021, it had ditched that position.

Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.

It closed at $430.14 on Monday.

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