Ford November sales dip after aluminum plant fires, EV tax credit end

Ford Motor Co.'s U.S. sales fell almost 1% year-over-year in November as an aluminum shortage affected F-Series production and electric vehicle sales plummeted 61% without the federal plug-in vehicle tax credit.

Total sales declined 0.9% to 164,925 vehicles for the month. Dealer services provider Cox Automotive Inc. forecasted U.S. sales for the industry would fall to 1.27 million in November, down 7.8% from last year. Two fewer selling days, the end of the federal EV tax credit and higher vehicle prices from tariffs affected the total.

Sales of F-Series pickups, the country's best-selling trucks and the Dearborn automaker's profit engine, fell 9.6%. Multiple fires at an aluminum sheet plant in New York over the past seven weeks halted electric F-150 Lightning production and disrupted Su