The collapse of Cybertruck orders was a sobering moment, as was the current modest sales volume of Lightning    Farley is a bit like the character, Toad from the wind in the willows, always rushing from one fad to another….   I would caution people regarding the new big thing, Ford is only gearing up for Mid Sized BEV because it saves them a lot o money, not because it’s what buyers want and don’t think you’ll see that bargain price on arrival, we’ve been through that before

Indeed, it shows just how much it appeals to buyers who have grown tired of a sea of utilities.   and thanks again for the effort you put into those monthly charts, it really helps with clarity, let’s people see the changes.   I wonder if Mache E sales will ease back soon, the higher number is great but it’s probably pulling ahead sales…

Its by far the cheapest "truck" entry. It may not be body on frame but it does most everything the majority of small/mid-size truck shoppers need. While also getting really good MPG. It is also cheaper than similar small CUV's. The functionality for the cost is unmatched.    - XLT Maverick Hybrid is ~$30k  - SR5 Tacoma (RWD) is ~$38k - LT Colorado (RWD) is ~$37k   - XLE Rav4 Hybrid is  ~$35k  (SE Corolla Cross Hybrid is ~$31k) - Sport CR-V Hybrid is ~$35k (Sport HR-V is ~$28k)  

Here's a quarterly comparison of trucks:   Tesla and Rivian haven't reported figures yet, but everyone else has.    

True but I was thinking more about Ford’s supplier network and importing parts, they’re going to have to really watch themselves with that.

I don’t think the EV increase of 7000 units is all that impressive, particularly considering the expiration of the $7500 tax credit. 

I was surprised to see Maverick sales are still apparently like 60% conquest.

https://www.donsfordofutica.com/new-Utica-2025-Ford-Mustang-Dark+Horse-1FA6P8R0XS5504378   What about a $76K Mustang? 

And I am also not interested in $75,000 pickups, SUVs, ...