According to Sawyer Merritt, Ford's U.S. sales of the Mach-E dropped approximately 50% year-over-year in November 2025, reaching only 3,014 units after the expiration of the federal EV credit. F-150 Lightning sales also saw a significant 72% YoY decline to 1,006 units, partly due to a supply chain disruption caused by a fire at an aluminum supplier factory, which halted production (source: Sawyer Merritt on Twitter). AI-driven analytics can help automakers like Ford better forecast demand shifts due to policy changes and supply chain events, enabling more agile pricing, inventory, and marketing strategies. This trend highlights a critical opportunity for AI solutions in EV sales optimization, predictive modeling, and resilient supply chain planning within the automotive industry.