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Ford's inventory issues further complicate the picture. They have reportedly over 400,000 2024 model year vehicles unsold on dealer lots, a stark contrast to Tesla's mere 13 days of inventory. Compounding this issue is Ford's meager EV sales in January 2025, with only 5,666 units sold—up only 21% year-over-year, yet still reflecting a sector desperately in need of true innovation.