VW and Wall Street

Bring back the Excursion with 6.7 diesel.   Canyonero….

Currently, only about a quarter of GT Mustangs in inventory are manuals, no manual being offered in the 2.3 Ecoboost version   Overall, it’s about one eighth of Mustang sales or just over 12%.

Remember, Jim Hackett hit the ground running when Fields was fired in 2017, Lightning was a direction from the top (make this happen) and it was in quick time. After covid, Ford’s battery costs blew right out and made the long range very expensive.   Jim Farley could not have done things differently because he had an expectant Bill Ford encouraging him and Ford execs to ramp up production but in the end, they never got that deep into forward ordering and production volume never hit ramp up targets anyway.

Remember the Lightning was introduced in 2021 meaning it was developed in 2020 or earlier.  Think bad to the EV frenzy of several years back where every OEM was trying to be the next Tesla.  Getting your EV out first was essential, if you wanted to impress Wall Street.  So decisions were made.  It's easy to play a Monday Morning Quarterback now that several years have gone by.

I think 30% is optimistic, but I really hope ce1 is successful. I also want to see ce1 elements spill over into ICE and hybrid vehicles.

“I Would’ve Done The F-150 Lightning Differently” …then why didn’t he?   After all, he is the CEO of Ford Motor Company.  Admitting mistakes is one thing, but repeating mistakes time and time again is another.  

R2 looks like a restyled version of the Lincoln that Ford was considering a few years back.. It would be wise for Ford to style its CE1 as both a BEV Bronco and an upmarket Land Rover styled Lincoln…

I thought Rivian was on the brink of extinction. Who's funding them?

Count me in as one of those looking forward to CE1 - My commute has changed since I retired and I believe an EV will be my next daily driver and the CE1 truck seems like a natural progression from my Maverick hybrid....   ADD ON: Seeing the roll out of Rivian's R2 SUV, it would be right up my alley, but...being Ford centric, I will reserve judgement until CE1 comes to market.