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The Dearborn-based company saw its EV sales jump 86%, thanks to the popularity of its Mustang Mach-E SUV and the F-150 Lightning pickup truck.
Tesla was founded in and once headquartered in California. The state remains a key part of the company's growing unit deliveries and market share gains.
Ford plans to continue producing large EVs in select geographies and product segments where it has a strong foothold.