Farley says Ford is behind in EV (vs. Tesla and China) so Ford can't afford to "walk away from EVs."

[JTWIRE55]

Farley just was noted as saying how far ahead Tesla and China for EVs. Might mean that Ford is going to go further into EV design and production.

https://www.businessinsider.com/ford-ceo-taking-apart-tesla-chinese-evs-jim-farley-2025-11

Ford CEO says taking apart Tesla and Chinese EVs was 'shocking' and pushed him to shake up the automaker

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[3rdgenfan]

Letting their expensive EV product wither and age with only more and more decontenting definitely didn't help

 

[Bigred]

The first step and most important thing Ford must do to salvage their EV sales:

https://www.f150lightningforum.com/...o-100-online-fixed-price-sales-for-evs.10556/

 

[SpaceEVDriver]

And just a couple of years ago, Farley was decrying “commodity vehicles.” If I were an investor, I'd wish he’d pick a lane and drive it for more than 30 seconds.

https://www.carscoops.com/2023/03/the-end-of-the-road-for-fords-two-row-mainstream-ice-suvs

 

[Altivec]

This back and forth flip flopping in the media is not helping Ford in any way. Farley just needs to keep his mouth shut and do a lot more doing than talking about they need to do it. The EV part of the lightning is not that bad. He needs to show that they can get the software right and have the capability to do timely updates to everyone.

I took a chance on Fords 1st go at EV's believing they would eventually make things right via updates. The verdict is still out on if they are going to do that. I see some progress but then see these flip flop talks and lose hope. The one thing that won't change is that if my lightning does not get the features I was promised by my dealer (pro power with truck off) and some refinement on all the dumb quirks that people have been complaining about for years, I will not take a chance again on Ford's next go around.

 

[NW Ontario Ford Lightning]

I did a few searchs of the following:
Worldwide EV and PHEV sales compared to ICE new car sales:
various results from 1 in 4 (25%) to 1 in 3 (33%) worldwide. All indications are increasing percentage of all cars sold are EV's by year and by quarter.

This is a huge contrast to N.American EV and PHEV sales which appear to run about 8-11% approximately, and yes California/BC/Quebec have far higher EV/PHEV sales, close to the worldwide average of 25-33 %.

A major auto manufacturer can't afford to ignore this big a market segment.
Looking at the investment Ford is making in the new Universal EV Platform, it appears they are not ignoring the market, just trying to keep up and reduce costs.

 

[21st Century Truck]

I did a few searchs of the following:
Worldwide EV and PHEV sales compared to ICE new car sales:
various results from 1 in 4 (25%) to 1 in 3 (33%) worldwide. All indications are increasing percentage of all cars sold are EV's by year and by quarter.

This is a huge contrast to N.American EV and PHEV sales which appear to run about 8-11% approximately, and yes California/BC/Quebec have far higher EV/PHEV sales, close to the worldwide average of 25-33 %.

A major auto manufacturer can't afford to ignore this big a market segment.
Looking at the investment Ford is making in the new Universal EV Platform, it appears they are not ignoring the market, just trying to keep up and reduce costs.

Yes, it's important to remember that Ford is a worldwide corporation. Which fact, frankly, should give Ford a bit of a resilience factor as it operates amongst its widely different regional (continental) markets.

 

[JRT]

All CEOs are like this with reacting to shareholder value needs. That said, at 34k miles on my 23 XLT ER, I'm very happy with the truck, the road tripping is just not ready for most consumers.

I honestly do wonder if Ford could have saved more cost buy using g the exact same body as ICE, with maybe 2 fenders changed, one to remove gas door and one to add electric door.

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