It was inevitable that a headline would show up like the one that appeared in The Wall Street Journal recently: “Detroit Rediscovers Its Love for Giant Gas Guzzlers.” The fact is, 37% of all U.S. sales of Ford Motor Co. (NYSE: F) vehicles are the F-Series pickup. Sales of the electric version, called the F-150 Lightning, were tiny in July. There were 2,381 of Ford’s total car, SUV, and pickup figure of 189,313 for the month.
The Ford F-Series has several versions powered by an eight-cylinder five-liter engine. It would be hard to find many vehicles that get worse gas mileage. The F-Series competitor Ram pickup ranked fifth based on unit sales in the first half of 2025. Another competitor, the Chevy Silverado, ranked second.
The U.S. car industry has turned its back on smaller fuel-efficient cars for several reasons. The first is that many are electric vehicles (EVs). Ford, GM, and Stellantis have had almost no success in EV sales, despite investing billions of dollars.
Small sedans are less profitable than pickups and SUVs. Ford phased out most of its sedans in 2018, leaving much of the market to the Japanese, and later the South Koreans. The company has shown no interest in getting back into that business.
One reason car companies have moved to less fuel-efficient vehicles is because they can. NPR reported on July 29: “For years the Environmental Protection Agency has pushed carmakers to reduce how much vehicles contribute to climate change. Today the EPA laid out plans to not just weaken those rules, but end them entirely.” Car companies can build less fuel-efficient cars because they no longer face penalties.
The rise in EV sales in the United States has leveled off. The $7,500 tax credit given with the sales of many of these will be gone in the fourth quarter.
Cars with poor fuel efficiency will rule the roads, perhaps for years.
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