He renegotiated NAFTA into USMC, I can see him tearing the thing up and saying this is how it’s gonna be.
Ford’s immediate exposure
Maverick, Bronco Sport, Mach E,
Super Duty Engines, 6.7 Powerstroke, 6.8/7.3 Godzillas
Coyote 5.0 V8 for F150 and Mustang
While that looks bad, I’d rather be in Ford’s shoes than GM,
they have a lot more Mexican built products
Not sure how that is going to work with USMC deal that he implemented...I'm guessing that the tariffs are going to be used as leverage for other things that are more important.
Latest report is he intends to move forward with 25% tariff on all goods from Mexico and Canada.
That will hurt all the wrong people, it takes companies years to rip up plans and change to something else.
The other issue is electricity in the EU costs a lot more then it does in other places in the world
I saw an article where someone was driving a Mach E to go some place in the UK and mentioned it cost a pound or two in electrical costs vs 34 pence it would cost in a Mazda 3 or something they normally used.
Sometimes people are hired for their managerial skills. Being a Chief Creative Officer may see him overseeing a design staff that does all the work. Ralph Gilles, Chief Design Officer of Stellantis, admitted on "Autoline After Hours" that he hasn't drawn a new car in years. The people he hired do the designing.
What I find interesting is that Gerry McGovern (was at Ford 20(?) years ago) is still there, I think as 'Chief Creative Officer' or some such title. He never made a big splash at Ford in the design realm.
Ford AUS have a good subcontractors that does the post factory RHD on F150,
I still feel that it’s a bit big for our market and the SD Ranger is a better fit.
Still, it’s good to see the F Trucks out and about on our roads, impressive.
And that will probably exacerbate the slow down in BEV sales with people choosing
lower priced alternatives, perhaps as a get through for the next few years