After the slowdown in sales of electric cars in the United States, the Blue Oval group is reviewing its strategy: fewer expensive electric cars, more hybrids and accessible models
December 28, 2025
IThe electric car market in the United States is going through a period of adjustment Ford decided to adapt quickly.
This is confirmed Jim FarleyCEO of the American manufacturer, who in a recent interview with CNBC explained in no uncertain terms the reasons behind the change in strategy: “In the last few months everything has been very clear to us. The electric market dropped by 5% in the United States and, above all, very expensive electric ones — worth 50,000, 70,000, 80,000 dollars — were not selling”.
Words that arrive shortly after the announcement, by Donald Trumpof a relaxation of the CAFE regulations on consumption. Ford was among the first automakers to support this overhaul, despite it representing a near-total reversal from electrification plans announced until recently.
Follow customers, not forecasts
SAccording to Farley, there is no change in direction ideological ma pragmatic. Ford had initially planned a fully electric range, only to realize that the real market did not match expectations: “We thought we had a full line of EVs, but we also have hybrids and we learned a lot from the market. It was the right time to listen to customers”.
The message is clear: Ford does not intend to lead the market where should go, but adapt to where it is today. “We’re following customers where the market is now, not where anyone thought it would be. That’s the point of our announcement”added Farley, underlining how the new strategy is also more sustainable from an economic point of view: greater profitability, benefits for shareholders and new jobs in the United States.
The return of hybrids to the center of the strategy
IHowever, the about-face comes at a high price. The CNBC presenter pointed out that the new plan involves a reallocation of approx 19.5 billion dollarsa figure that amounts to implicitly acknowledging that the current full electric strategy has not worked as expected. Farley does not deny it, but reiterates the need to align with real demand: Ford, he says, knows its customers well and is not improvising.
The new UEV electric platform will have a central role, designed for more accessible models, with prices around $30,000. According to the CEO, this choice finally opens the way to the profitability of the electricity division, which until now was difficult to achieve.
Ford’s new vision passes above all through hybridsa segment in which the brand is performing best in the United States. Today Ford is the third largest manufacturer by sales of hybrid models, but dominates the market hybrid pick-upswith a share close to 80%.
Not surprisingly, Farley has announced the extension of hybrid technology to key models such as Bronco and the entire range: “We are already at 20% hybrid sales. On the F-150, the best-selling vehicle in the USA, some months we reach 30%”.
The declared objective is ambitious: within the next few years, 50% of Ford sales it will have to be made up of hybrids, electrics and extended range electrics (EREVs), compared to the current 17%. A significant growth, but built on a more gradual transition and, above all, more aligned with the preferences of the American public.
Ford’s final message is clear: electrification one remains priorityma non a any cost. “We believe this is the right path. That’s where Americans are today with their cars, and that’s what they want to buy”conclude Farley.
A statement that captures the current phase of the market well: less ideology, more realism. And a role for hybrids that, at least in the United States, seems anything but transitory.
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