You misunderstood my post, I was talking about Ford shutting  down its Lightning plant until January because it has a ton of unsold vehicles. Let’s see how US sales of BEVs go if all the tax credits get squashed and the Chinese BEVs get excluded for Europe and North America.

I’ll give them credit for recognising cost issues before the market tanked. The EV market began changing over two years ago, Ford’s high reservation numbers for Lightning and Mach E seemed to evaporate almost over night and all the sales enthusiasm  with it.    

You're right, that's an issue I tend to have. I get more excited about the prospect of what could be, than I do about a company's actual product plans. I'm not expecting much at first, just a truck and a compact crossover like you mentioned. I hope those are compelling products in their own right, and it sounds like they will be.    But what really excited me about this platform is the things Ford CAN do with it, the kinds of products hardcore enthusiasts love, but that weren't economically feasible when they were riding on orphan platforms. CE1 has the potential to change all of that. But until ford actually commits to making those sorts of products, it's nothing but a pipe dream. Until then, we just have to appreciate what we're actually gonna get. 

Yeah, the richer people and societies are in general, the more they can afford to be “wasteful” in their personal decisions.  I’m not just talking about vehicles, but everything from setting thermostats too cold or hot, overeating, not saving leftovers, owning houses so large they don’t fully use them, etc.  However, IMO Americans are gradually shifting from what they want to what they need no thanks in large part to a global economy.  All the talk about needing more affordable cars makes sense now more than ever.

The bitter cold event in Chicago in January that made the news all over the world because EVs could not charge fast enough, or at all, probably didn’t help either.  That’s a correctable problem but exposed a weakness many don’t think about or anticipate on their own.   As mentioned above by Texasota, most of the growth is associated with China.  ROW data seems relatively flat.  Also, data includes PHEVs which are not quite as effective at reducing GHGs, so we really need to break out BEVs from PHEVs to see what is really going on as it affects Ford, their capital investments, and future plant utilization.   Obviously none of this matters much compared to what can change in 2025.

What a consumer can do and what they think they can do are two totally different things. It all depends on your level of wanting to give up something to do something else. The vast majority of auto buyers (if they can afford it) will overbuy a vehicle that they might use 5% of its Abilities...that includes Mustangs, Broncos and other things. I'll most likely never take my Bronco out to do serious off roading, but it works great for me as a commuter car and as a convertible that also is a lot more practical to get stuff in from Home Depot and the like then a sedan. 

In the grand scheme of things, I doubt Trump is going to be able to do 25% of the things he has talked about. 

I think the “big shots” have come to understand that they committed billions of dollars too much to the model e division which probably keeps the division operating in the red the rest of this decade. 

Looking at that chart it looks like nearly all the growth is coming from China. US and Canada looks like very little growth.

Yea, I hope the big shots at Ford understand that as well as you do