Jump to content

Perpetual Future Ford Products thread


Recommended Posts

21 hours ago, akirby said:

The only way this is a problem is if the company doesn’t invest in BEV tech and capacity to support the transition.

 

That's only half the battle. As fuzzymoomoo indicated, Ford is engaged in that part and they have a strategy to win. The other half of the battle is to completely exit the production and sale of ICE powered cars and trucks. For this part of the battle, Ford established a timeframe, which is a good starting point. But it is barely engaged in that fight right now. Ford needs to win both parts of the battle in order to successfully achieve the change that Jim Hackett spoke about in 2020, and to become a player in the automotive industry's future.

 

Professor Enrique Dans said it best.

"What really sets a carmaker apart from the competition is that it no longer makes diesel and petrol engines...if you want to be perceived as serious in your commitments, don’t tell me how many electric vehicles do you plan to manufacture: tell me when will you stop manufacturing the polluting [ICE powered] ones"

  • Haha 1
Link to comment
Share on other sites

4 hours ago, rperez817 said:

 

That's only half the battle. As fuzzymoomoo indicated, Ford is engaged in that part and they have a strategy to win. The other half of the battle is to completely exit the production and sale of ICE powered cars and trucks. For this part of the battle, Ford established a timeframe, which is a good starting point. But it is barely engaged in that fight right now. Ford needs to win both parts of the battle in order to successfully achieve the change that Jim Hackett spoke about in 2020, and to become a player in the automotive industry's future.

 

Professor Enrique Dans said it best.

What really sets a carmaker apart from the competition is that it no longer makes diesel and petrol engines...if you want to be perceived as serious in your commitments, don’t tell me how many electric vehicles do you plan to manufacture: tell me when will you stop manufacturing the polluting [ICE powered] ones"

 


Most people don’t care about a company’s commitment to exit the gas powered market.  The ones that do probably won’t consider the traditional car companies anyway.  

  • Like 2
Link to comment
Share on other sites

6 hours ago, rperez817 said:

 

That's only half the battle. As fuzzymoomoo indicated, Ford is engaged in that part and they have a strategy to win. The other half of the battle is to completely exit the production and sale of ICE powered cars and trucks. For this part of the battle, Ford established a timeframe, which is a good starting point. But it is barely engaged in that fight right now. Ford needs to win both parts of the battle in order to successfully achieve the change that Jim Hackett spoke about in 2020, and to become a player in the automotive industry's future.

 

Professor Enrique Dans said it best.

 

 


Absolute hogwash.  That may be what greenies want but the average vehicle buyer doesn’t feel that way.  Just the opposite in fact.  If Ford has the BEV models and platforms and batteries they can ramp up EVs and ramp down ICE  based on actual customer demand and/or government regulations.

 

Its the smartest play right now.

Edited by akirby
  • Like 10
  • Haha 1
Link to comment
Share on other sites

8 hours ago, rperez817 said:

 

That's only half the battle. As fuzzymoomoo indicated, Ford is engaged in that part and they have a strategy to win. The other half of the battle is to completely exit the production and sale of ICE powered cars and trucks. For this part of the battle, Ford established a timeframe, which is a good starting point. But it is barely engaged in that fight right now. Ford needs to win both parts of the battle in order to successfully achieve the change that Jim Hackett spoke about in 2020, and to become a player in the automotive industry's future.

 

Professor Enrique Dans said it best.

 

 

 

Ford may be embracing electric vehicles, but why would they want to exit the profitable mrket that still want and embrace ICE. Thanks, but I'll stick with my 6.7.

 

Personally, I have zero desire to drive an electric vehicle, as they are many years away from having an equivalent F-450 with the towing ability and range of the current trucks, and that I can re-charge in the same time it take to fill the diesel tank.

 

If Ford are to win, they should embrace the BEV's for those that want them and keep producing ICE for those of us that have needs not currently met by BEV's.

  • Like 8
Link to comment
Share on other sites

15 hours ago, Rangers09 said:

If Ford are to win, they should embrace the BEV's for those that want them and keep producing ICE for those of us that have needs not currently met by BEV's.

 

If Ford really wants to retain legacy ICE baggage and remain mired in the "old world", and also win in a future automotive industry defined by 100% electric vehicles as a key component, it should consider what the former senior auto analyst at First Boston/Credit Suisse suggested below. Breaking up GM and Ford - DataTrek Research

 

  • Create an EV “newco”. This would include all the parts of the business relevant to winning in an all-electric vehicle future: R&D, product design, parts sourcing, and assembly.
  • Get an outside CEO and CFO – people from the tech world, but with experience in design and manufacturing. Staff the rest of the organization from the top-performing ranks of existing management.
  • Recruit a strong, independent board and name an outside Chairperson. The individuals here should come from venture capital and technology, with preference given to people who have built disruptive businesses.
  • Sell 19.9 percent of this company in an initial public offering for, say $10 billion. That’s a good-enough discount to the current comps and will assure strong aftermarket price action. Newco gets the $10 bn for general corporate purposes.
Edited by rperez817
  • Haha 1
Link to comment
Share on other sites

24 minutes ago, rperez817 said:

 

If Ford really wants to retain legacy ICE baggage and remain mired in the "old world", and also win in a future automotive industry defined by 100% electric vehicles as a key component, it should consider what the former senior auto analyst at First Boston/Credit Suisse suggested below. Breaking up GM and Ford - DataTrek Research

 

  • Create an EV “newco”. This would include all the parts of the business relevant to winning in an all-electric vehicle future: R&D, product design, parts sourcing, and assembly.
  • Get an outside CEO and CFO – people from the tech world, but with experience in design and manufacturing. Staff the rest of the organization from the top-performing ranks of existing management.
  • Recruit a strong, independent board and name an outside Chairperson. The individuals here should come from venture capital and technology, with preference given to people who have built disruptive businesses.
  • Sell 19.9 percent of this company in an initial public offering for, say $10 billion. That’s a good-enough discount to the current comps and will assure strong aftermarket price action. Newco gets the $10 bn for general corporate purposes.

 

With over 100 years of successful innovation and manufacturing, why would Ford try to re-invent the wheel for a single technology, especially one that isn't even guaranteed to be around for 100 years, similar to ICE. BEV may be the current focus, but I have no doubt other technology will surpass BEV, in the not too distant future.

 

An innovative company with strong profits from existing technology that can invest in BEV and future developing technology is a more sound business decision than creating a new company for a single technology, which although growing, I suspect will be surpassed in 20 to 30 years, or less.

 

Good to see Ford have seen the light and not trying to force BEV's on the SD Line.

 

https://www.motor1.com/news/550700/ford-no-electric-super-duty/?fbclid=IwAR2X0EAM5M3gC4mkzuzJvOURjaM78-zE9xZohuWJWXvoApglUj1FOJA82Dg

 

 

  • Like 2
Link to comment
Share on other sites

58 minutes ago, Rangers09 said:

Good to see Ford have seen the light and not trying to force BEV's on the SD Line.

 

https://www.motor1.com/news/550700/ford-no-electric-super-duty/?fbclid=IwAR2X0EAM5M3gC4mkzuzJvOURjaM78-zE9xZohuWJWXvoApglUj1FOJA82Dg

 

Ford stated that 2035 is the year it expects its entire vehicle lineup in major markets, both consumer and commercial, to be 100% electric, though technological advancements, competition in the automotive industry, and regulatory requirements will probably advance the date.

 

Kumar Galhotra's statement is qualified by the first 3 words. "At the moment, we do not have any plans to go into heavy duty with battery-electric vehicles". Hopefully a year or 2 from now, Galhotra can confidently announce Ford's BEV product plans for the heavy duty pickup truck segment.

Edited by rperez817
Link to comment
Share on other sites

3 hours ago, rperez817 said:

 

If Ford really wants to retain legacy ICE baggage and remain mired in the "old world", and also win in a future automotive industry defined by 100% electric vehicles as a key component, it should consider what the former senior auto analyst at First Boston/Credit Suisse suggested below. Breaking up GM and Ford - DataTrek Research


The problem with this is thinking that BEV vehicles must be drastically different than ICE vehicles.  that may be true for some current BEVs but once you get to mass production there really is no difference other than the propulsion system.  We’re seeing this with F150 Lightning and to some degree with Mach-E.  Seats are seats.  Infotainment is infotainment.  Connected car is connected car.  Steering is steering.  Handling is handling.  Crash worthiness is crash worthiness.

 

The new kids on the block have to learn all this from the get go.  Ford and GM have been doing it for 100+ years.  It’s an advantage not a disadvantage provided they are investing in BEV technology and production which both are.

  • Like 4
Link to comment
Share on other sites

The other thing to remember is that these people are far more concerned with stock price then anything else. Ford's stock is radioactive to them because it can't be manipulated like other stocks can be. Lots of people flapping their gums or beating on their keyboards that don't really have a clue.  

  • Like 2
Link to comment
Share on other sites

8 hours ago, rperez817 said:

 

If Ford really wants to retain legacy ICE baggage and remain mired in the "old world", and also win in a future automotive industry defined by 100% electric vehicles as a key component, it should consider what the former senior auto analyst at First Boston/Credit Suisse suggested below. Breaking up GM and Ford - DataTrek Research

 

  • Create an EV “newco”. This would include all the parts of the business relevant to winning in an all-electric vehicle future: R&D, product design, parts sourcing, and assembly.
  • Get an outside CEO and CFO – people from the tech world, but with experience in design and manufacturing. Staff the rest of the organization from the top-performing ranks of existing management.
  • Recruit a strong, independent board and name an outside Chairperson. The individuals here should come from venture capital and technology, with preference given to people who have built disruptive businesses.
  • Sell 19.9 percent of this company in an initial public offering for, say $10 billion. That’s a good-enough discount to the current comps and will assure strong aftermarket price action. Newco gets the $10 bn for general corporate purposes.


This is the definition of reinventing the wheel and its wholly unnecessary, though I would argue that GM as a whole is still way to big of a company for it to survive long term. 

  • Like 2
Link to comment
Share on other sites

  • 4 weeks later...
On 12/1/2021 at 7:49 AM, benpack61 said:

I am excited to see more electric vehicles. Just hope they find a better way to protect the environment.

 

I'm all for electric cars, but I feel the far more important segment for electric/hydrogen are the big rig/semis. The most challenging, but by far the most important. Next would be 3/4 ton pickups and cut aways. Too bad they are the last. They do most of the pollution/carbon because of size and number, not some luxury car going to grocery store. 

 

Link to comment
Share on other sites

2 hours ago, passis said:

https://fordauthority.com/2021/12/ford-files-to-trademark-capri-cortina-escort-granada-orion/

 

Just keeping the names or MEB EVs bringing back some iconic nameplates?

There was an interview from, I believe, the head of design for Ford of Europe where he said he would be open to doing another escort or Capri. Now we get this. Ford of Europe also recently decided to make a new electric rs200, just as a fun design exercise and it looks awesome. They probably have no intention of bringing that to the market, but if they did, it would be incredible. Interesting to see if that project, or these renewed names amount to anything substantial. Probably not, but I'll try to be slightly optimistic.

  • Like 1
Link to comment
Share on other sites

  • 3 weeks later...
On 11/28/2021 at 6:15 PM, Rangers09 said:

 

Ford may be embracing electric vehicles, but why would they want to exit the profitable mrket that still want and embrace ICE. Thanks, but I'll stick with my 6.7.

 

Personally, I have zero desire to drive an electric vehicle, as they are many years away from having an equivalent F-450 with the towing ability and range of the current trucks, and that I can re-charge in the same time it take to fill the diesel tank.

 

If Ford are to win, they should embrace the BEV's for those that want them and keep producing ICE for those of us that have needs not currently met by BEV's.

I would agree. I dont see too many people getting an EV unless they are a multi-vehicle family. Not too many people are going to take a road trip with an EV. I cant imagine needing to charge it 2 or more times in a day... 

  • Like 1
Link to comment
Share on other sites

  • 3 months later...
On 1/16/2022 at 8:49 PM, Diydner said:

I would agree. I dont see too many people getting an EV unless they are a multi-vehicle family. Not too many people are going to take a road trip with an EV. I cant imagine needing to charge it 2 or more times in a day... 

 

What do you consider a "road trip"

if you can go 300 miles one way on a charge-its about a 5-6 hours drive on the east coast. I had to go to the VA beach area from central NJ and had to stop 3 times for gas (small tank in an Escape) round trip. On the way down I stopped to eat lunch-I could have recharged about 80% in 20-30 minutes. 

  • Like 1
Link to comment
Share on other sites

3 hours ago, silvrsvt said:

 

What do you consider a "road trip"

if you can go 300 miles one way on a charge-its about a 5-6 hours drive on the east coast. I had to go to the VA beach area from central NJ and had to stop 3 times for gas (small tank in an Escape) round trip. On the way down I stopped to eat lunch-I could have recharged about 80% in 20-30 minutes. 


Assuming you could find an empty charger next to the restaurant.  Easier said than done.

  • Like 1
Link to comment
Share on other sites

1 hour ago, twintornados said:

 

I am not 100% sure, but I would bet that Mach E nav would give you a route with locations of chargers along the way, much like Tesla does.


Of course it does but he said charge while eating dinner so you have to find one next to a restaurant where you want to eat - and it has to be unoccupied at the time.   You could almost always find a charger somewhere and just wait.

  • Like 1
Link to comment
Share on other sites

I went for a ride in a Tesla Model X Plaid the other night. 1020 HP 0 - 60 in 2.5 seconds. It was crazy fast. I thought I would never like an EV, but man after that ride I changed my mind. Now charging time is a pain, but who knows in a few more years what will happen.

Link to comment
Share on other sites

3 hours ago, akirby said:


Assuming you could find an empty charger next to the restaurant.  Easier said than done.

 

3 hours ago, twintornados said:

 

I am not 100% sure, but I would bet that Mach E nav would give you a route with locations of chargers along the way, much like Tesla does.

 

In the Ford PassApp they give you locations you can use. We have a pretty decent Tesla footprint in the North East, so there are a decent amount of chargers in the area, and they'll even tell you if they are being used or not. 

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

×
×
  • Create New...