The EV Storm Ford Didn’t Predict Behind the Scenes of Ford’s EV Meltdown

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Күн бұрын

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@rcud1 2 күн бұрын

The problem is Ford cannot yet make EV's economical to build and sell. People may buy a $30k EV but not so much a $60-70k EV.

@MExpect 4 күн бұрын

great

@Car-Talks 4 күн бұрын

Thanks 🙏

@aoeuuaoaou Күн бұрын

@@Car-Talks LOL, you delusion prat

@LWVH81 3 күн бұрын

Everyone who wanted an EV has already bought one. The rest of us don't want one.

@aoeuuaoaou Күн бұрын

Yet BEV sales & % of market share continues to rise. Stop falling for the nonsense talking point. Ford just misgauged the value of their not-a-native EV, haven’t sorted out manufacturing yet What happens when you fail to see the future, start a decade late

@grahamf695 Күн бұрын

In that case, why did Joe Biden put 100% tariffs on imported Chinese EVs and why is Donald Trump talking about banning them completely?

@aoeuuaoaou Күн бұрын

That's why BEV sales/year are continuing to increase, they continue to increase marketshare?

@dmfraser1444 2 күн бұрын

In 2022 the early adopters bought their EVs. Ford would have seen this effect if they looked at Consumer electronics. Then demand drops off to a more steady state level which is the true demand they saw in 2023. That it why, when companies respond to the early boom and ramp up production, they they find themselves a year later stuck with unsold inventory. Now I see in 2024, to compensate I see the car makers stopped most shipments of low end vehicles and the dealer lots are now filled with high ends ICE models that so many buyers do not want or simply cannot afford. But this strategy had moved the price point of ICE vehicles to the same level of EVs. Which takes away that reason for not buying an EV. Unfortunately is also takes away demand for the ICE models and the industry needs the money from ICE sales to pay for the electric conversion. If the industry wants to bring in more cash, though at a lower amount per unit sols. they will need to bring back vehicles in the $25K to 40K price range. The demand for $75K pickups is very small.

@aoeuuaoaou Күн бұрын

Electronic sales generally pick up after early adopters ... if you've designed a good product and have a plan to continue to ramp down the price. Ford didn't bring the value, having lacked vision on BEVs came a decade late to the game, so its going to be rough for them to sort things out and survive.

@aoeuuaoaou Күн бұрын

BTW all that other stuff really has nothing to do with EVs. Moving out of the low price point market has been been a trend for a very long time, and pickup prices had been rising very steeply for years. And it had been working from an accounting standpoint. That's probably why Ford assumed they could get by with the price point they picked for the Lightning. They probably weren't all that wrong, except they didn't get how the competition in the EV space would beat them. Ford probably will be able to move near their target number for the year, but Q3 Cybertruck sales, which the Cybertruck price structure higher than Ford's, was over 16K units.