morgan20

I think Galhotra is a Ford lifer, so he's probably responsible for a fair share of things at Ford that doesn't make any sense

Yea, maybe the E-208, E-2008, or E-3008 could be rebadged as Chryslers for the U.S. market?

Yea, Ford Energy is a nice complement to their electric vehicle business, which itself has a solid boom in store with the release of CE1 products next year. Hopefully Ford Energy teams and the skunkworks/CE1 teams share lessons with each other on scaling up their respective operations. Edit: For perspective, $20B in yearly revenue is comparable to that of Goodyear, General Mills, or Colgate-Palmolive. That kind of moolah would easily rank Ford Energy among the 250 largest companies in America if it can grow to 40 GWh worth of BESS production.

Yea, good summary. I understand the rationale, but it's annoying to read in the business and automotive press bullshit headlines like "Here's the Staggering Amount of Money Ford Loses on Each EV It Makes" even after the Ford big shots repeatedly described the design of Model e as a startup company within FoMoCo. That's why I was skeptical of the benefits to customers, shareholders, and employees from Ford reporting financials for Model e, Pro, and Blue separately. No other automaker did that. But that's in the rearview mirror now, I'm glad Ford is movin' full speed ahead with CE1 product launch.

Jimbo, Billy Boy, and the finance big shots at Ford wanted to emphasize that Model e operates like a startup company within the larger Ford organization. They're right, that's exactly what Model e is "As everyone knows, EV startups lose money while they invest in capability, develop knowledge, build (sales) volume and gain (market) share"

Ordering is now open for 2027 iX3: Build Your Own Car: Luxury Car Customizer by BMW USA

Is there any current Lexus product that's a nice looking vehicle? 😄 But TZ should compete just fine against EX90. If nothing else, the Lexus should be a lot more reliable than the Volvo, which has experienced "An Extraordinary Number Of Issues" since it was introduced.

Just a guess - possible mid cycle enhancements in 2029 to the CE1 products that originally debut in 2027? I'm hopin' that the breakthrough processes associated with CE1 enable Ford to do refreshes of that sort much more frequently than the situation now, where creeping Ford rot on the vine disease (as twintornados accurately put it) is not uncommon.

Yea, good point. Jimbo himself said that Universal Electric Vehicle Platform & Production System represents an internal Apollo style mission with little margin for error. So the only outcomes should be: A first for Farley A Farley gettin' fired

Yea, having worked at a (former) Ford parts plant that went from more demand than capacity to ultimate closure, I can understand that. But if Ford does indeed intend to market CE1 products in Europe, perhaps commercial vehicle oriented versions, it should be proactive about allocating a secondary facility in Europe. Can anyone here confirm that CE1 products are North America only at launch in 2027?

It's not an if question, it's a when question. And the only correct answer is right on time according to the plan already established.

This is one area in which Ford F-150 Lightning owners have more cajones than Tesla Cybertruck owners! 🤠

Yea, exactly. European customers are clamoring for the pricing, technology, and features that them Chinese electric vehicles offer. In Spain, Geely sells its EX5/E5 unibody blob crossover EV for under 28k €.

Yea, this is what the big shots at Cox Automotive said: April new-vehicle sales finished lower compared to last year, a result that was widely expected. The April sales pace is now estimated at 15.9 million, slightly below the 16.1 million forecast Cox Automotive issued prior to the sales close. Nearly all major automakers delivered lower year-over-year volume in April. Total sales volume is now estimated at 1.36 million units, below our forecast of 1.38 million. Our team had expected lower volume compared to April 2025. Last year, the market was benefiting from a tailwind that pushed the April sales pace above 17 million SAAR for the second consecutive month. Headwinds are increasing now, despite healthy tax refunds putting money back into the economy. High fuel prices are hitting household budgets and weighing on consumer sentiment. With inflation elevated, broader economic uncertainty increasing and new-vehicle prices climbing, some would-be buyers are likely moving to the sidelines.

Yea, exactly. Not only that, but without the not invented here syndrome that bedeviled Ford's past efforts to do things in house, in which worse outcomes were common with respect to time, cost, and quality. Skunkworks seems to have kicked off a transformation at Ford that's not just operational, but cultural too. That's why I continue to be cautiously optimistic that the upcoming CE1 product launches will be a success on time, cost, and quality metrics.