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Ford boasts over 167 percent growth in EV sales, announces Wal-Mart’s 1,100 E-Transit order

Ford reveals the 2022 E-Transit – an all-electric version of the world’s best-selling cargo van – featuring next-level connected vehicle technology with Built Ford Tough capability and electric vehicle-certified dealer support, all for a price starting under $45,000

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Ford released its January 2022 Sales Release, boasting some impressive figures in terms of electric vehicle sales. Ford states that its sales were up 167.2 percent in January compared to the same month in 2021. The growth is outpacing the industry average by almost four times, Ford said in its press release.

The Mustang Mach-E, currently Ford’s only available electric vehicle, accumulated 2,370 sales in January. The remaining sales can be attributed to the F-150 Lightning, whose Order Bank opened in January, finally allowing pre-orderers to finalize their trims and other options, and the E-Transit van.

Ford, who announced a massive $20 billion restructuring plan for its electric vehicle strategy, says its EV sales in January 2022 outpaced industry standards by “almost four times.”

“With a total of 13,169 vehicles sold, Ford electrified vehicles were up 167.2 percent, with share up 5.0 points to 10.9 percent of segment,” the company added. Ford also indicated that more than 300 businesses have put in orders for E-Transit vans. The most notable is Wal-Mart, which placed an order for 1,100 units of the E-Transit.

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Update 5:34 PM EST: Wal-Mart reached out to comment on the story.

“Walmart placed an order for 1,100 Ford E-Transits that will be used to support our growing in-home delivery service. As we continue to build our last mile delivery fleet, we’re interested in working with electric van providers that help us achieve our goal of operating a 100% zero-emissions logistics fleet by 2040.”

Ford’s overall business saw just a 0.8 percent increase in overall retail sales. Truck sales actually declined, while SUV sales increased by 9.4 percent. Total sales of electrified vehicles increased by the 167.2 percent figure, while retail sales increased even more sharply. Ford reported 183.1 percent growth in this category.

If growth continues at this pace, Ford will need to prepare for a massive production ramp. CEO Jim Farley recently stated that he believes Ford will be one of the first to scale its EV lineup, vying to reach Tesla, who has gained mass notoriety as the industry leader. “We have to catch up,” Farley said in an interview with Grady Trimble in late January. “We’re going to do the investment in the product and capacity expansion and make vehicles as affordable as possible. We need the government’s help to make the switch to e-mobility through consumer incentives.”

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Ford’s Farley commits to 600k units in 22 months: ‘I think we’re one of the first to scale’

The demand is not only coming from Ford’s EV program, unfortunately. Andrew Frick, Vice President of Sales for the U.S. and Canada, notes strong demand for several vehicles, including the Mustang Mach-E, contributed to the most successful months in terms of orders in company history. “Ford market share increased over a year ago on strong demand for our newest products such as Bronco, Maverick, and Mach-E,” Frick said. “Ford took in a record 90,000 new vehicle orders in January. Vehicles are turning at a record pace on dealer lots as we work to fill these orders. This year represents a turning point for Ford in electrified vehicles, as our electrified portfolio grew at nearly four times the rate of the industry segment, with E-Transit and F-150 Lightning set to hit the market.”

Ford will report its Earnings for Q4 and Full-Year 2021 tomorrow, February 3, at 4:05 PM EST. The company’s full January 2022 Sales Release is available below.

January 2022 Sales Release Final by Joey Klender on Scribd

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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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Tesla to improve one of its best features, coding shows

According to the update, Tesla will work on improving the headlights when coming into contact with highly reflective objects, including road signs, traffic signs, and street lights. Additionally, pixel-level dimming will happen in two stages, whereas it currently performs with just one, meaning on or off.

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Credit: @jojje167 on X

Tesla is looking to upgrade its Matrix Headlights, a unique and high-tech feature that is available on several of its vehicles. The headlights aim to maximize visibility for Tesla drivers while being considerate of oncoming traffic.

The Matrix Headlights Tesla offers utilize dimming of individual light pixels to ensure that visibility stays high for those behind the wheel, while also being considerate of other cars by decreasing the brightness in areas where other cars are traveling.

Here’s what they look like in action:

As you can see, the Matrix headlight system intentionally dims the area where oncoming cars would be impacted by high beams. This keeps visibility at a maximum for everyone on the road, including those who could be hit with bright lights in their eyes.

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There are still a handful of complaints from owners, however, but Tesla appears to be looking to resolve these with the coming updates in a Software Version that is currently labeled 2026.2.xxx. The coding was spotted by X user BERKANT:

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According to the update, Tesla will work on improving the headlights when coming into contact with highly reflective objects, including road signs, traffic signs, and street lights. Additionally, pixel-level dimming will happen in two stages, whereas it currently performs with just one, meaning on or off.

Finally, the new system will prevent the high beams from glaring back at the driver. The system is made to dim when it recognizes oncoming cars, but not necessarily objects that could produce glaring issues back at the driver.

Tesla’s revolutionary Matrix headlights are coming to the U.S.

This upgrade is software-focused, so there will not need to be any physical changes or upgrades made to Tesla vehicles that utilize the Matrix headlights currently.

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Elon Musk

xAI’s Grok approved for Pentagon classified systems: report

Under the agreement, Grok can be deployed in systems handling classified intelligence analysis, weapons development, and battlefield operations. 

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Credit: xAI

Elon Musk’s xAI has signed an agreement with the United States Department of Defense (DoD) to allow Grok to be used in classified military systems.

Previously, Anthropic’s Claude had been the only AI system approved for the most sensitive military work, but a dispute over usage safeguards has reportedly prompted the Pentagon to broaden its options, as noted in a report from Axios.

Under the agreement, Grok can be deployed in systems handling classified intelligence analysis, weapons development, and battlefield operations. 

The publication reported that xAI agreed to the Pentagon’s requirement that its technology be usable for “all lawful purposes,” a standard Anthropic has reportedly resisted due to alleged ethical restrictions tied to mass surveillance and autonomous weapons use.

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Defense Secretary Pete Hegseth is scheduled to meet with Anthropic CEO Dario Amodei in what sources expect to be a tense meeting, with the publication hinting that the Pentagon could designate Anthropic a “supply chain risk” if the company does not lift its safeguards. 

Axios stated that replacing Claude fully might be technically challenging even if xAI or other alternative AI systems take its place. That being said, other AI systems are already in use by the DoD. 

Grok already operates in the Pentagon’s unclassified systems alongside Google’s Gemini and OpenAI’s ChatGPT. Google is reportedly close to an agreement that will result in Gemini being used for classified use, while OpenAI’s progress toward classified deployment is described as slower but still feasible. 

The publication noted that the Pentagon continues talks with several AI companies as it prepares for potential changes in classified AI sourcing.

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Elon Musk

Elon Musk denies Starlink’s price cuts are due to Amazon Kuiper

“This has nothing to do with Kuiper, we’re just trying to make Starlink more affordable to a broader audience,” Musk wrote in a post on X.

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Credit: Starlink

Elon Musk has pushed back on claims that Starlink’s recent price reductions are tied to Amazon’s Kuiper project.

In a post on X, Musk responded directly to a report suggesting that Starlink was cutting prices and offering free hardware to partners ahead of a planned IPO and increased competition from Kuiper.

“This has nothing to do with Kuiper, we’re just trying to make Starlink more affordable to a broader audience,” Musk wrote in a post on X. “The lower the cost, the more Starlink can be used by people who don’t have much money, especially in the developing world.”

The speculation originated from a post summarizing a report from The Information, which ran with the headline “SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms.” The report stated that SpaceX is aggressively cutting prices and giving free hardware to distribution partners, which was interpreted as a reaction to Amazon’s Kuiper’s upcoming rollout and possible IPO.

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In a way, Musk’s comments could be quite accurate considering Starlink’s current scale. The constellation currently has more than 9,700 satellites in operation today, making it by far the largest satellite broadband network in operation. It has also managed to grow its user base to 10 million active customers across more than 150 countries worldwide. 

Amazon’s Kuiper, by comparison, has launched approximately 211 satellites to date, as per data from SatelliteMap.Space, some of which were launched by SpaceX’s Falcon 9 rocket. Starlink surpassed that number in early January 2020, during the early buildout of its first-generation network.

Lower pricing also aligns with Starlink’s broader expansion strategy. SpaceX continues to deploy satellites at a rapid pace using Falcon 9, and future launches aboard Starship are expected to significantly accelerate the constellation’s growth. A larger network improves capacity and global coverage, which can support a broader customer base.

In that context, price reductions can be viewed as a way to match expanding supply with growing demand. Musk’s companies have historically used aggressive pricing strategies to drive adoption at scale, particularly when vertical integration allows costs to decline over time.

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