Ford Mach-E Outlasts Rivals as Hyundai and Kia Delay Key EV Models

Ford Motor Company’s electric vehicle strategy has undergone significant changes as the automaker adjusts to slower-than-expected EV demand. While several planned EV programs have been canceled or delayed, the Ford Mustang Mach-E continues to anchor the company’s electric lineup.

At the same time, competing EV crossovers from Hyundai and Kia are facing delays or cancellations in the U.S. market.

Hyundai and Kia adjust U.S. EV plans amid market slowdown

Some rivals to the Mustang Mach-E are seeing uncertain futures in the U.S. as automakers recalibrate their EV strategies.

Hyundai confirmed that the standard Hyundai Ioniq 6 will no longer be sold in the United States. Instead, the automaker plans to offer only the high-performance Ioniq 6 N, which is expected to arrive sometime in 2026. The regular Ioniq 6 will continue to be available in other global markets, according to Ford Authority.

Kia has also adjusted its EV rollout plans. The automaker previously delayed the U.S. launch of the Kia EV4, and additional high-performance variants have now been placed on hold. This includes the Kia EV6 GT and Kia EV9 GT, both of which are currently produced in South Korea.

One potential factor behind these decisions is tariffs. Hyundai and Kia reportedly paid about $5 billion in tariffs during 2025, which may influence which vehicles are prioritized for the U.S. market. Notably, versions of the EV6 and EV9 produced in Georgia, such as the EV6 GT-Line and EV9 GT-Line, are not affected by those tariffs.

Mustang Mach-E remains central to Ford’s EV lineup

Ford has recently scaled back several EV programs as part of a broader strategic shift. The company canceled plans for a future electric van, two three-row electric crossovers, and paused the current version of the Ford F-150 Lightning, which is expected to return in the future as an extended-range electric vehicle (EREV).

For now, Ford’s EV lineup in the U.S. is primarily centered around the Mustang Mach-E and the E-Transit electric van. The automaker plans to expand its portfolio again when vehicles built on its Universal Electric Vehicle (UEV) platform begin arriving around 2027.

Despite the shifting competitive landscape, the Mach-E has maintained strong sales performance in its segment. The electric crossover has frequently ranked second in U.S. midsize EV crossover sales behind the Tesla Model Y, helping Ford remain competitive in the market while the company prepares its next generation of electric vehicles.

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