Ford to launch 5 new sub 40k affordable models by 2030.

[Captainp4]

18 hours ago, blazerdude20 said:

If you haven’t run the electrical for the charger yet, consider running wiring for 100A capacity (80 A charger) for future. That’s what we did for ours. Put in a 60A breaker and 48A charger for now, but have the ability to easily upsize for future larger capacity EV truck. 

I already bought everything for 60a circuit for the 48a Tesla deal, but it's not a big run if I need to upgrade in the future. 

[Zestyg]

44 minutes ago, akirby said:

That article is about oems selling in china.  And it doesn't account for all of the various subsidies including battery production and other suppliers and raw materials.  They also inflate sales with artificial demand which lowers unit costs.  When 35% of your income comes from the gov't that's huge.
 

Selling in China is one thing.  Selling in foreign countries is entirely different and nothing is stopping the chinese govt  from doing more subsidies on top of what they were already given.

 

That's not to say they don't have cost benefits from other things as mentioned, but that is clearly not the entire picture.

if you read the entire report, no it does discuss export and the ramifications the findings of the study have for that. It also links to another study dedicated to examining how this works with Europe imports https://rhg.com/research/aint-no-duty-high-enough/

 

Most of the subsidies from the $230 bn number you cited earlier (https://www.csis.org/blogs/trustee-china-hand/chinese-ev-dilemma-subsidized-yet-striking) is local exemption from China’s 10% sales tax. This obviously doesn’t carry over abroad or even make Chinese OEMs profitable domestically, and is less aggressive than the $7,500 rebate we had until this year. 
 

China’s government is definitely providing advantages to its OEMs that the US is no longer providing. Subsidies do not explain their foreign success in markets like Australia, given the bulk of them don’t really apply to exports (study I originally referenced calculates it out to a couple hundred $’s depending on OEM). It also probably isn’t labor either because western OEMs also benefit from low Chinese (or Thai or Indian etc) labor inputs. They aren’t really dumping or something, they have just overcooked their domestic demand in a price war and have an overcapacity issue (part of why things are so god damn cheap!). Its not hard to see how they got to that point, we also developed an overcapacity issue our OEMs just made products nobody wanted in general so exporting isn’t a solution.

 

the point of all of what I am saying is that Chinese OEMs are scary competitors more because they made smart choices (vertical integration, essentially a full-stack EV design both w.r.t. hardware and software, they seem to have more control over suppliers but the float thing seems risky) rather than some predatory subsidy/dumping scheme. The onus is on Western OEMs to just do better, precisely like Ford is at least outwardly trying to do.

Edited June 1 by Zestyg

[morgan20]

On 5/30/2026 at 2:05 PM, DeluxeStang said:

What's the storage space like with the mach-e? I don't expect it to be on par with our explorer or maverick for obvious reasons, but if it's serviceable, roomy enough for what it is, that's good enough for me. 

 

MME's rear cargo area is quite serviceable, compares favorably to Model Y and Ioniq 5 and only slightly less spacious than the '09 Edge my wife used to own. Plus, there's additional storage space in the frunk.

Edited June 2 by morgan20

[morgan20]

On 5/30/2026 at 2:12 PM, DeluxeStang said:

This is why I've been one of the loudest voices on here in favor in Farley's no boring products mantra, leaning into Ford's icons. 

 

34 minutes ago, jpd80 said:

It’s also about legacy brands not moving fast enough with the times and what customers want.

 

Iconic products that aren't boring combined with innovation and organizational agility are what will help Ford compete effectively in the affordable cars market in U.S., Australia, China, and EU.  

[DeluxeStang]

1 hour ago, morgan20 said:

 

 

Iconic products that aren't boring combined with innovation and organizational agility are what will help Ford compete effectively in the affordable cars market in U.S., Australia, China, and EU.  

Spot on. Agility, focusing on innovation, excitement, and passion, and I'll add relying more heavily on shared components and platforms. Those are all things that could help Ford reenter the affordable vehicle space in a way that's more compelling and sustainable. 

[DeluxeStang]

1 hour ago, morgan20 said:

 

MME's rear cargo area is quite serviceable, compares favorably to Model Y and Ioniq 5 and only spacious than the '09 Edge my wife used to own. Plus, there's additional storage space in the frunk.

I'm surprised it's that spacious. 

[Trader 10]

2 hours ago, DeluxeStang said:

I'm surprised it's that spacious. 

Edge has far more cargo space. 9.5 cubic feet more behind the second row of seats and 13.7 more with rear seats folded. Mustang does have a 4.7  cubic foot frunk. 

[twintornados]

11 hours ago, Trader 10 said:

.... Mustang does have a 4.7  cubic foot frunk. 

 

That is now optional. 

[jpd80]

Aussie sales data in for May with surprise Tesla Y on top followed by Ranger, Hilux, Rav4

EV, HEVs and PHEVs all growing significantly in sales, Aussies are switching.

A small market, EVs, HEVs and PHEVs make up 46% of Australia’s 106,000 total vehicles last month tells a tale of what happens with high fuel prices.

 

Quote

https://www.carexpert.com.au/car-news/vfacts-may-2026-tesla-model-y-tops-the-charts-as-ev-sales-surge-in-australias-new-vehicle-market

The Australian new-vehicle market was down in May, but electric vehicles (EVs) more than pulled their weight in preventing a larger overall decline.

 

Per data from the Federal Chamber of Automotive Industries (FCAI) and the Electric Vehicle Council (EVC), a total of 106,887 new vehicles were delivered in May 2026, down 2.3 per cent on May 2025.

 

However, EV sales were up 111.6 per cent year-on-year to 21,303 units, accounting for a record 19.9 per cent share of the market, while plug-in hybrid (PHEV) sales grew even more, albeit from a lower base – they were up 202.3 per cent YoY to 9315 units.

 

Conventional hybrids still outsold PHEVs with 19,024 deliveries, but posted a more modest increase of 11.3 per cent. Add EVs, PHEVs and hybrids together, and they accounted for 46.4 per cent of all new-vehicle deliveries.

Sales numbers in the link above……..

 

Edited June 3 by jpd80

[morgan20]

5 hours ago, jpd80 said:

Aussie sales data in for May with surprise Tesla Y on top followed by Ranger, Hilux, Rav4

EV, HEVs and PHEVs all growing significantly in sales, Aussies are switching.

A small market, EVs, HEVs and PHEVs make up 46% of Australia’s 106,000 total vehicles last month tells a tale of what happens with high fuel prices.

Thanks for the data from Australia jpd80 my friend. In addition to high fuel prices, more choices for BEV, HEV, and PHEV must have helped the growth of those vehicle types.

 

Are Tesla’s and them Chinese automakers expansion makin’ for a more competitive new car market for Australian consumers? Better affordability?

[Zestyg]

6 hours ago, jpd80 said:

Aussie sales data in for May with surprise Tesla Y on top followed by Ranger, Hilux, Rav4

EV, HEVs and PHEVs all growing significantly in sales, Aussies are switching.

A small market, EVs, HEVs and PHEVs make up 46% of Australia’s 106,000 total vehicles last month tells a tale of what happens with high fuel prices.

 

 

Does this mean the Ranger PHEV sells well? I don’t know whether or not Ford intends to export the skunk truck to Australia, Hilux BEV doing poorly is hard to parse since Toyota is getting dogwalked in general. I’m not sure if the Ranger and skunk truck are really direct competitors with each other, but the PHEV Ranger could perhaps give some insight into part of the customer base for it.

 

As an aside since I’ve been ranting about what the Chinese are doing right, one thing that Ford seems to really not be improving on is development cycles. I find that kind of concerning especially when speed and execution are needed for Ford’s lineup. Ironically this is the only damn thing the idiots at Stellantis seem to be progressing in. 

[Taurus SHO]

19 minutes ago, Zestyg said:

Does this mean the Ranger PHEV sells well? I don’t know whether or not Ford intends to export the skunk truck to Australia, Hilux BEV doing poorly is hard to parse since Toyota is getting dogwalked in general. I’m not sure if the Ranger and skunk truck are really direct competitors with each other, but the PHEV Ranger could perhaps give some insight into part of the customer base for it.

 

As an aside since I’ve been ranting about what the Chinese are doing right, one thing that Ford seems to really not be improving on is development cycles. I find that kind of concerning especially when speed and execution are needed for Ford’s lineup. Ironically this is the only damn thing the idiots at Stellantis seem to be progressing in. 

At the very least, we're going to see a lot of new and updated models by 2030.  Covid and going all in on EVs for a few years really screwed things up at Ford.  And that was coupled with killing off their cars not long before that.  

[rmc523]

1 hour ago, Taurus SHO said:

At the very least, we're going to see a lot of new and updated models by 2030.  Covid and going all in on EVs for a few years really screwed things up at Ford.  And that was coupled with killing off their cars not long before that.  

 

Self-inflicted wounds.  Other companies managed to go in heavy on EVs AND keep their ICE lineup fresh, while Ford couldn't/wouldn't.

[jpd80]

5 hours ago, morgan20 said:

Thanks for the data from Australia jpd80 my friend. In addition to high fuel prices, more choices for BEV, HEV, and PHEV must have helped the growth of those vehicle types.

 

Are Tesla’s and them Chinese automakers expansion makin’ for a more competitive new car market for Australian consumers? Better affordability?

Thank you for your kind words morgan20, it feels like we have around 50 brands in the Australian market which is why we often see dealer groups with multi brand dealerships, often three or four brands at one dealership yet my local ford dealership is probably one of the few remaining stand alone Ford dealerships.

 

BYD and MG have made big inroads on supplying electrified vehicles and Aussie buyers have responded because they are affordable. BYD is offering 1.88% finance on popular models, Shark 6 sales down in May only because two big deliveries happen this month. Tesla Y now leads the sales race in May probably because a huge shipping delivery dropped at the right time as RAV4 normally holds that spot.

 

4 hours ago, Zestyg said:

Does this mean the Ranger PHEV sells well? I don’t know whether or not Ford intends to export the skunk truck to Australia, Hilux BEV doing poorly is hard to parse since Toyota is getting dogwalked in general. I’m not sure if the Ranger and skunk truck are really direct competitors with each other, but the PHEV Ranger could perhaps give some insight into part of the customer base for it.

Ford gives zero sales info on PHEV Ranger but massive price reductions saw immediate sellout of StormTrak stock going into this month with Ford’s new lower prices for PHEV Rangers are here to stay beyond the end of our end of our Financial Year at 30 June. So yeah, Ford wants those profitable diesel sales but now has a far more affordable PHEV option so prepared to work both sides of the street. Ford clearly asking pickup buyers if they are ready to switch 

 

 

4 hours ago, Zestyg said:

As an aside since I’ve been ranting about what the Chinese are doing right, one thing that Ford seems to really not be improving on is development cycles. I find that kind of concerning especially when speed and execution are needed for Ford’s lineup. Ironically this is the only damn thing the idiots at Stellantis seem to be progressing in. 

It is a big issue and with BYD now offering Shark 6 Performance trim with bigger 180 Kw 2.0 Turbo, they are gapping Ranger even further so not sure what the next six months holds for us sales wise. Ford AUS has announced Chinese Bronco New Energy will join the range at the end of 2026 but its big, nearly Explorer size and clearly Ford chasing buyers who will pay more for what they like/want

Edited June 3 by jpd80