VAF84
Well-known member
- Joined
- Oct 20, 2023
- Threads
- 24
- Messages
- 260
- Reaction score
- 265
- Location
- Central Texas
- Vehicles
- 2024 Sierra EV Denali
- Occupation
- Consultant
There’s a lot of blame being thrown around for Ford’s EV stumble—oil companies, the administration, capitalism, Ford itself. From my experience owning both a Lightning and a Sierra EV, and talking with people across the country, the reality feels more mixed: it’s on both Ford and consumers.
Ford talked a big EV game but never fully committed, from dealerships up through corporate. I still remember a Ford salesperson taking me to a GM dealer to charge my Lightning. Traveling through rural America (pre-Tesla access), Ford dealer chargers were often broken or unavailable, while nearby GM dealers filled the gap.
Ford stalled at the Lightning and Mach-E. GM, meanwhile, built a broad EV lineup. The Lightning also ignored traditional truck buyers who were asking for more range and faster charging. GM addressed that head-on with 400–500 mile trucks, largely eliminating range anxiety.
Ford leaned heavily on social media and forums as brand cheerleaders, but the substance wasn’t there. GM stayed quiet, but let the products and support do the talking. It felt like Ford’s heart just wasn’t in it. Farley’s well-publicized Lightning road trip seemed to disillusion him right as things were improving with Tesla Supercharger access, better batteries, and faster charging.
Consumers - Ford is right about one thing, most consumers are still afraid of EVs. That’s understandable. This is the second largest purchase most people ever make. In my conversations, the hesitation has nothing to do with oil/gas. It’s always “I don’t want to wait 30 minutes to charge”, "no one can service it", and "the battery is expensive to replace". In rural areas, it's also "I don't know anyone with an EV, so hesitant to buy until someone I know owns one". That consumer fear directly impacts legacy automakers’ bottom lines.
E-Rev's - I think they’ll flop. Many “interested” buyers will chicken out when the product actually hits the market, or find it too expensive compared to the gas version. Once people go full EV, they don’t go back—and those buyers will land with GM or Tesla. Tech-averse buyers will see an E-REV as overly complex, balk at the price, or seriously consider battery replacement costs along with engine maintenance (as I did with PHEVs) and walk away. A product for the niche within a niche.
Personally, I went from a 6.2L V8 → Lightning → PowerBoost hybrid (hated it after EV) → full EV. Between a hybrid/E-REV and a V8, I’d take the V8. Between a V8 and an EV, I choose EV every time.
Ford talked a big EV game but never fully committed, from dealerships up through corporate. I still remember a Ford salesperson taking me to a GM dealer to charge my Lightning. Traveling through rural America (pre-Tesla access), Ford dealer chargers were often broken or unavailable, while nearby GM dealers filled the gap.
Ford stalled at the Lightning and Mach-E. GM, meanwhile, built a broad EV lineup. The Lightning also ignored traditional truck buyers who were asking for more range and faster charging. GM addressed that head-on with 400–500 mile trucks, largely eliminating range anxiety.
Ford leaned heavily on social media and forums as brand cheerleaders, but the substance wasn’t there. GM stayed quiet, but let the products and support do the talking. It felt like Ford’s heart just wasn’t in it. Farley’s well-publicized Lightning road trip seemed to disillusion him right as things were improving with Tesla Supercharger access, better batteries, and faster charging.
Consumers - Ford is right about one thing, most consumers are still afraid of EVs. That’s understandable. This is the second largest purchase most people ever make. In my conversations, the hesitation has nothing to do with oil/gas. It’s always “I don’t want to wait 30 minutes to charge”, "no one can service it", and "the battery is expensive to replace". In rural areas, it's also "I don't know anyone with an EV, so hesitant to buy until someone I know owns one". That consumer fear directly impacts legacy automakers’ bottom lines.
E-Rev's - I think they’ll flop. Many “interested” buyers will chicken out when the product actually hits the market, or find it too expensive compared to the gas version. Once people go full EV, they don’t go back—and those buyers will land with GM or Tesla. Tech-averse buyers will see an E-REV as overly complex, balk at the price, or seriously consider battery replacement costs along with engine maintenance (as I did with PHEVs) and walk away. A product for the niche within a niche.
Personally, I went from a 6.2L V8 → Lightning → PowerBoost hybrid (hated it after EV) → full EV. Between a hybrid/E-REV and a V8, I’d take the V8. Between a V8 and an EV, I choose EV every time.
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