Ford Sharpens Ford+ to Accelerate Profitable Growth

[Sherminator98]

I decided to lock the other thread because of all the information getting crossposted and the Automotive press completely fucking up the reporting of information from what I saw in the CE1 thread. I bolded what I thought was important from the link below

 

https://www.fromtheroad.ford.com/us/en/articles/2025/ford-reinvests-trucks-hybrids-affordable-electric-vehicles

 

Quote

Launches battery energy storage business: Ford will leverage wholly owned plants in Kentucky and Michigan and leading LFP technology to provide solutions for energy infrastructure and growing data center demand. Ford plans to begin shipping BESS systems in 2027 with 20 GWh of annual capacity

 

Improves profitability: Actions will drive robust accretive returns and accelerate margin improvements across Ford Model e, Ford Pro and Ford Blue. Ford Model e now expected to reach profitability by 2029 with improvements beginning in 2026

 

By 2030, Ford expects approximately 50% of its global volume will be hybrids, extended-range EVs and fully electric vehicles, up from 17% in 2025.

 

 

The first vehicle from the Universal EV Platform will be the fully connected midsize pickup truck assembled at Louisville Assembly Plant starting in 2027.

 

“The F-150 Lightning is a groundbreaking product that demonstrated an electric pickup can still be a great F-Series,” said Doug Field, Ford’s chief EV, digital and design officer. “Our next-generation Lightning EREV is every bit as revolutionary. It keeps everything customers love — 100% electric power delivery, sub-5-second acceleration — and adds an estimated 700+ mile range and tows like a locomotive. It will be an incredibly versatile tool delivered in a capital-efficient way.”

The company no longer intends to produce a previously planned new electric commercial van for Europe but will continue to maintain its full lineup of electrified vans for that market. Ford also plans to replace a planned electric commercial van for North America with a new, affordable commercial van — with gas and hybrid models — to meet the needs of commercial customers. This new van will be manufactured at Ford’s Ohio Assembly Plant.

 

These moves complement the company’s plan to launch five new affordable vehicles by the end of the decade, four of which will be assembled in the U.S. The company also plans to expand gas, hybrid and extended-range electric options across its portfolio with nearly every vehicle featuring a hybrid or multi-energy powertrain choice by the end of the decade.

 

Tennessee Truck Plant: On the BlueOval City campus, the Tennessee Electric Vehicle Center is renamed Tennessee Truck Plant. The facility will produce all-new Built Ford Tough truck models with production starting in 2029. These new affordable gas-powered trucks will broaden Ford’s truck family and extend its market leadership, replacing the previously planned next-generation electric truck.

 

Ohio Assembly Plant: The plant will become a central hub for Ford Pro, assembling the new gas- and hybrid-powered commercial van starting in 2029, alongside Super Duty chassis cabs, strengthening Ford’s commercial vehicle dominance.

 

[Sherminator98]

Link to old thread:
 

 

[rmc523]

12 minutes ago, Sherminator98 said:

Link to old thread:
 

 

 

IT's saying we don't have permission to see it.

[rmc523]

35 minutes ago, Sherminator98 said:

 

So lets parse this down:

4 vehicles plus Van by 2030:

 

Commercial Van Maverick Based Van in OHAP-was supposed to get EV based Van

 

CE1 based truck https://www.fromtheroad.ford.com/us/en/articles/2025/ford-affordable-electric-vehicle-platform-midsize-electric-truck

 

So that leaves us with 3 other products:

 

New ICE/Hybrid "Truck" for the old BOC now TTP

 

Gaps in Ford's lineup:

 

Escape dead in a few months

No Midsized CUV Edge type replacement

 

Other rumored CE1 products:
Performance Sedan

CUV-could be Escape/Edge or merging of the two replacement

 

Rumored ICE vehicles:
PHEV CUV "sister product" to Bronco Sport-supposed to appear 2029

PHEV Bronco vehicle for EU-might be Bronco Sport replacement?

Mustang Sedan (LOL)

Bronco Pickup to replace Ranger

 

 

Well, I had typed up a response in the other thread, and my message disappeared with all the topic shuffling, so I'll rehash it here...

 

 

 

I think the Maverick CUV will straddle Escape/Edge sizes to sort of cover both markets, also allowing Bronco to keep a chunk of the midsize market.

 

I wonder if the CE1 performance sedan and Mustang sedan are actually one in the same?  It doesn't help commodities of scale for Mustang coupe/vert, as we assumed they'd share front/rear/interiors, and give FRAP another product, but it would also fit with the long-held belief that the platform couldn't accommodate a sedan.

 

This announcement also makes some sense of the EU Bronco announcement.  We were speculating that our Bronco Sport production would move to Spain, since Ford was trying to stuff van and CUV production in with Maverick and Bronco Sport.  But, with the van now going to Ohio, maybe they'll keep Bronco Sport in Hermosillo?

 

The simplest explanation is that it is truly a unique EU-only product, even if it doesn't make sense to produce two unique same-sized, same branded models (our Bronco Sport, their "Bronco") globally....or maybe they are the same, just Euro production?

[tbone]

So who’s gonna be held accountable for this massive debacle? This is a disastrous situation, and yet the CEO remains. Farley may have his hand and CE1, but the rest of the products that came out under his tenure, which are not electric, likely would’ve have come out regardless.  This company needs a  new leader in my opinion.  Most of the things that have transpired with Ford over the last few years have been predicted here on this forum by people who are not professionals in the industry, which is pretty sad.

[Sherminator98]

11 minutes ago, tbone said:

So who’s gonna be held accountable for this massive debacle? This is a disastrous situation, and yet the CEO remains. Farley may have his hand and CE1, but the rest of the products that came out under his tenure, which are not electric, likely would’ve have come out regardless.  This company needs a  new leader in my opinion.  Most of the things that have transpired with Ford over the last few years have been predicted here on this forum by people who are not professionals in the industry, which is pretty sad.

 

Well Hindsight is 20/20, but at the same time these changes were most likely being implemented back last year.

 

Ford was supposed to show its path forward with EVs last Spring but that came and went and the changes in the automotive industry in North America in the past few months and with government changing CAFE and getting rid of the EV credit just accelerated things.

 

The other factor is any decision that is made by the Automotive industry takes at least 36 months to play out and it is not as nimble as people assume it is. 

 

The world in 2021 or so is much different then the one we currently live in by many different magnitudes.

 

and its just not Ford either:

Porsche Is Developing Even More Gas Versions Of The Next-Gen 718 Boxster/Cayman That Was Supposed To Be EV-Only

Edited December 16, 2025 by Sherminator98

[mackinaw]

Autoline Daily's thoughts:

 

"Here’s our Autoline Insight. Ford is just the first legacy automaker to take a massive write-off of its EV operations. We fully expect others to do the same thing. The industry over invested during the EV frenzy that gripped the stock market 4 to 5 years ago". 

 

On a related topic, GM has just permanently laid off 1,140 employees from their Detroit Factory Zero plant which built EV's.

 

https://www.cbsnews.com/detroit/news/general-motors-permanent-layoffs-factory-zero-detroit/ 

 

[fordmantpw]

Yeah, it's not just Ford.  Most automakers were going that direction, and it cost them tons of $$$, so you really can't blame the CEO for having a cloudy crystal ball.  For once, Stellantis looks like the smart one for being slow to the EV party!

[fordmantpw]

At least we have something to talk about now!

[Biker16]

 

[akirby]

23 minutes ago, fordmantpw said:

Yeah, it's not just Ford.  Most automakers were going that direction, and it cost them tons of $$$, so you really can't blame the CEO for having a cloudy crystal ball.  For once, Stellantis looks like the smart one for being slow to the EV party!

Exactly.  The only thing I really blame him for is the Oakville debacle.  Those were bad products period and it killed a really good product in Edge and Nautilus.

[akirby]

56 minutes ago, tbone said:

So who’s gonna be held accountable for this massive debacle?

Biden?  Democrats?  European Union?  All contributed to the EV frenzy.

[Biker16]

2 minutes ago, akirby said:

Biden?  Democrats?  European Union?  All contributed to the EV frenzy.

 
Corrections Happen, The ROW is still moving towards EVs, If you notice that US Automakers are doing the Retrenching, VW and other EU brands are betting on Affordable EVs, at a lower cost than ICE vehicles.
Renault Twingo E-Tech electric from €19,490 - Renault global media website

if Oil prices are an indicator of the Future of EVs, the future is bright.
Oil Prices Tumble to Lowest Levels Since 2021. Here Are the Big Concerns. - Barron's

[morgan20]

1 hour ago, tbone said:

So who’s gonna be held accountable for this massive debacle? This is a disastrous situation, and yet the CEO remains. Farley may have his hand and CE1, but the rest of the products that came out under his tenure, which are not electric, likely would’ve have come out regardless.  This company needs a  new leader in my opinion.  Most of the things that have transpired with Ford over the last few years have been predicted here on this forum by people who are not professionals in the industry, which is pretty sad.

Yea, exactly. Accountability isn't in the vocabulary of Ford's big shots. 

[morgan20]

24 minutes ago, Biker16 said:

Corrections Happen, The ROW is still moving towards EVs, If you notice that US Automakers are doing the Retrenching, VW and other EU brands are betting on Affordable EVs, at a lower cost than ICE vehicles.

 

Yea, for Ford specifically, the efforts at the skunkworks and the launch of CE1 vehicles on time, on budget, and with high quality will be absolutely critical to producing Affordable EVs, at a lower cost than ICE vehicles, which is a foregone conclusion for the automotive industry of 2030.

 

I'm cautiously optimistic that Ford will pull it off, but if they don't and Ford is in yet another crisis 5 years from now, you can expect the big shots responsible to spout their usual bullshit and blame everything and everyone but themselves.

Edited December 16, 2025 by morgan20

[Trader 10]

39 minutes ago, Biker16 said:

 
Corrections Happen, The ROW is still moving towards EVs, If you notice that US Automakers are doing the Retrenching, VW and other EU brands are betting on Affordable EVs, at a lower cost than ICE vehicles.
Renault Twingo E-Tech electric from €19,490 - Renault global media website

if Oil prices are an indicator of the Future of EVs, the future is bright.
Oil Prices Tumble to Lowest Levels Since 2021. Here Are the Big Concerns. - Barron's

Have you noticed what electricity rates have done the past year or two and the concern that more rate hikes are coming the rest of the decade?

[Sherminator98]

3 minutes ago, Trader 10 said:

Have you noticed what electricity rates have done the past year or two and the concern that more rate hikes are coming the rest of the decade?

 

That is the big thing people are missing-the US in the middle of reindustrialising and the AI boom is putting a huge strain on the power grid

 

EV will most likely wind up being just as expensive to operate as an ICE vehicle at the rate we are going with electrical generation price increases till the supply meets up with demand. 

That is going to take a long time too. 

[morgan20]

10 minutes ago, Trader 10 said:

Have you noticed what electricity rates have done the past year or two

 

Here are the rates for Indiana overall and a couple utilities in the Indianapolis metro area. The new house I'm building is in JCREMC territory.

 

At my current residence the SPTOU off peak rate for charging my F-150 Lightning and my wife's MME GT is $0.06/kWh.

 

[Sherminator98]

23 minutes ago, morgan20 said:

 

Here are the rates for Indiana overall and a couple utilities in the Indianapolis metro area. The new house I'm building is in JCREMC territory.

 

At my current residence the SPTOU off peak rate for charging my F-150 Lightning and my wife's MME GT is $0.06/kWh.

 

 

Counter Point
 

 

[rmc523]

Us trying to figure out Ford's plan:

 

 

 

 

 

 

 

 

 

 

 

 

Meanwhile......Ford trying to figure out their own plan.......

 

 

 

[mackinaw]

4 hours ago, akirby said:

Biden?  Democrats?  European Union?  All contributed to the EV frenzy.

 

Don't forget Wall Street and the investment community.

[Texasota]

At this point I think I would rather be Ford than GM (or Stellantis). GM will be forced into a similar process but likely on a larger scale. And as far as I know GM does not have a CE1 effort in the works for their EV future. The only company that saw this coming and avoided this crisis was Toyota and they were crucified in the media for it. That blistering pressure led to Toyota's long-time CEO, Akio Toyoda, stepping down in early 2023.

[mackinaw]

21 minutes ago, Texasota said:

 The only company that saw this coming and avoided this crisis was Toyota and they were crucified in the media for it. That blistering pressure led to Toyota's long-time CEO, Akio Toyoda, stepping down in early 2023.

 

Akio Toyota was forced out as CEO of Toyota (thanks to pressure from the investment community) but he's still Chairman of the Board of Directors.

[Biker16]

6 hours ago, Trader 10 said:

Have you noticed what electricity rates have done the past year or two and the concern that more rate hikes are coming the rest of the decade?

 

It's definitely a weird situation. 

 

Whereas many in 2023 predicted that electric vehicles would bring down the electric grid for society as a whole. Now we're seeing corporations building massive AI data centers in every community. They steal the water, spiking electricity rates and creating tons of air pollution, using multi-million-dollar gas turbines to generate power that the grid can't supply. 

 

Long-term, this could benefit electrification by encouraging an irrational build-out of new electrical capacity, including nuclear, solar, and other renewable sources. That will live on long after the AI bubble bursts. Creating lower electricity costs for everyone. 

 

My frustration is that the United States doesn't have a strategy; it is more of a vibe. We could have a society where people buy solar for their homes and use that solar energy to charge their vehicles. And those vehicles are then used to support the grit when additional energy is needed, allowing the owner of the car and the home to earn extra income. 

 

I find it very American to want to be your own power plant, yet over and over again. Laws and other restrictions are put in place to make it increasingly difficult to do so. It's almost like the energy companies have direct control over government and politicians, and they work together to make it more difficult for people to rid themselves of these monopolies and cartels. 

[Sherminator98]

5 minutes ago, Biker16 said:

My frustration is that the United States doesn't have a strategy; it is more of a vibe. We could have a society where people buy solar for their homes and use that solar energy to charge their vehicles. And those vehicles are then used to support the grit when additional energy is needed, allowing the owner of the car and the home to earn extra income. 

 

Your thinking is wrong-the power companies are regional in nature and aren't interconnected to one another because they are privately owned.

 

Just look at what has happened to Texas over the past couple of years with different electrical issues or even in California with all its different issues.