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By DeluxeStang · Posted
Ford really needs to consider bringing back a sedan/hatchback form factor, at least one. Farley and others within Ford are clearly fond of that body style, they've openly stated how it's the perfect shape for areo, which is what these affordable evs need. I understand how something like say the c2 fusion isn't a particularly aspirational product and doesn't align with Ford's future product strategy, but things like hot hatches are part of Ford's enthusiasts car DNA. They have a track record of success, and command a premium. Akirby and others are right, there's no point in doing boring hatchbacks and sedans, they don't sell super well, the profit margins are razor thin, and there's a ton of competition. But using CE1 to develop a badass looking car that looks like something Ken Block would be sliding around in, I see that appealing to car enthusiasts, and I see that appealing to broader car buyers just because it looks a lot cooler than all the other boring blobs. There's just so much you can do with CE1 that would be iconic, but I get the impression Ford's gonna launch a blob of a crossover, a blob of a truck, and then be done with it. -
By DeluxeStang · Posted
I'm strongly considering investing in Rivian. There are those companies where you look at them, and you think "Man I wished I had invested in that brand back when their stock was so and so". At around $10 a share, Rivian is a risk, but I view them as less risky than basically any other automotive startup. -
By DeluxeStang · Posted
Agreed. Musk used to be an asset to Tesla, as time has gone on, he's becoming more and more of a liability. There are two things you never, ever discuss in a professional setting, especially if you're the face of a brand, your political, and religious beliefs. Musk has done both, very foolish decision imo because no matter what your beliefs are, they're gonna piss off a massive portion of potential consumers. -
Thank you for your response, unfortunately I don’t have a way to test the vehicle so that is why I am looking for someone that knows the answer or can point me in the direction of the correct answer. Is there anything published somewhere that will explain this or give the “factory specifications” that I can refer to?
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Possibly so, hard to know how much politics influences Tesla buyers, I think they like what they like and regardless of what Musk might say, those folks seem pretty set in their desire for a Tesla. Good to see Rivian has achieved just over 5,000 sales per month in August and September which is not great compared to expectations but hey, gotta crawl before you can walk. sales still seem to be edging higher so maybe a long slog in front of them.
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As usual you completely miss the point. Let’s say you and I make and sell an EV car. It costs us $22,500 and we sell it for $25k. Our costs are the same. Now the government decides to subsidize me and gives me a billion dollars per year which I use to pay workers, buy materials, etc. so now instead of my costs being $22,500 it’s now $18k. Now I can drop my price to $20k and still make 10% profit but you can’t. It doesn’t matter where the money comes from you’re still out of business. It’s about protecting US jobs. Unless you think US workers should just work for free so we can compete with the Chinese government.
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Ten years ago, I would have agreed with everything you’re saying but the reality is that the Chinese have used that time with JV partners to develop their skills in manufacturing and design to a point where they now have BEV IP that legacy brands haven’t even begun to develop, they are just so far in front with scales of economy and efficient designs. The reason that Legacy brands are so terrified of BYD a and others is exactly because those vehicles are US and EU ready today and at prices that will kill the local competition. Currently, most Chinese BEVs are built to EU standards, that’s why they are being imported into Europe and UK as well as a lot of ROW markets that approximate those standards. It’s not a big leap to imagine that US standards are also under that design umbrella, especially with BEVs not having to meet emission requirements. Also, BEVs with heavy batteries under the floorpan also gives them a great low center of gravity which makes them a lot saver in terms of rollover protection that ICE counterparts.
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This. This Chinese government is openly encouraging many Chinese BEV manufacturers to compete domestically to find the fittest companies to then take on those global markets. It’s something that the EU or US government would never entertain but expects its own legacy auto companies to step up and compete with some support to buyers. We have Chinese electric vehicles her in Australia, most are OK but you can tell that they are made down to a price but to most budget buyers probably wouldn’t be a deal breaker. I think this is what BYD and others are after, all the commodity vehicle volume sales, so probably affecting more of Hyundai/Kia and the Japanese brands like Toyota and Mazda (Honda and Mitsubishi are already screwed IMO) but also Euro auto groups like VW and Stellantis are in real harms way with Chinese increasing import deliveries in recent days. If BYD and other Chinese brands finally get full access to EU and US markets, it’s gonna be a Walmart moment. People will hate all the way up until they start test driving them and then a lot of sales will start switching without US and EU subsidies- that will be the clincher.
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I have been paying attention, but they aren't cutting back enough! If they had asked me whether they should have gone into EV's as much as they did, I would have said no, and I would have saved them $20 billion! If I told you the 10 predictions I've made in the last 40 years that have come true, you wouldn't believe it. Yeah I know, I should have been a consultant! Any job openings at Ford?
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I get what your saying but, Considering that the gas Transit is now a more expensive vehicle than a few years ago you can see what Ford is up to with premium pricing, resting the most profit from those Ford Pro ICE sales but also easing the path for the BEV Transit by equalising the price. Just to clarify my point re Chinese BEV pricing, I was referring to is Chinese BEVs that approximate the prices of current commodity vehicles, all those vehicles that Ford is not really interested in. Its the major flaw in Ford’s plan and just like when the first major Japanese imports arrived, Ford, GM and Chrysler didn’t see that as a threat because their least profitable vehicles. How ironic that Farley loves his Chinese BEV car, he is driving something that Ford could have easily done years ago with Fusion and shared with a utility also on modified C2.
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