Exactly so, I hate being negative about Ford’s future but everything looks to be unravelling. I’ll admit that it’s not all Ford’s fault but they do quite a lot of plan changes……..   Ford like several other carmakers got caught up in BEV a euphoria and then came the big rug pull, now it’s up to them to keep buyers interested in electric vehicles….   It just seems like Farley is now lowering the priority on vehicles like Next Gen F150 with big batteries,  claiming that they don’t make as much profit as smaller BEV with proportionately smaller batteries. Either this is a huge learning or an admission that Ford needs to wait for battery prices to drop further.

This is an example of FUD The US planned to install thousands of EV chargers. Only 7 have been built. - The Washington Post   Allocated doesn't mean spent The Program operates on a reimbursement basis, meaning no federal dollars are spent until the project has been completed.  This program is managed at the state level and requires rules to be developed before the application process can begin this takes time. Bipartisan Infrastructure Law - National Electric Vehicle Infrastructure (NEVI) Formula Program Fact Sheet | Federal Highway Administration If you want an update on the program, search for NEVI and your state.

I think Ford has plenty of available capacity.  Flat Rock is under capacity.  Wayne Assembly Plant is "empty" OAC is under Capacity (was Ontario Truck Plant and Oakville Assembly plant on the same site in 2004. ) Cuautitlán Assembly was making double the numbers of fiestas than Mach-E I don't know what BOC will have that couldn't be accommodated in a renovated facility.

In his defense, Ford's changed plans every 3 seconds, and keeps missing targets. I'm sure he's like most of us where he wants Ford to succeed, he's just skeptical because Ford's been all over the place for several years now. 

Is there even a next gen mach-e at this point? It seemed like it was coming in 2026, but you'd think we would have seen something by now if that was the case. If they do a second gen, I'll be really excited to see what it looks like. Mach-e kinda hinted at s650, so I'd expect mach-e gen 2 to hint at whatever comes after s650. 

Europe might not want what Ford of America does best, but what Ford of Europe does best is hot hatches. Most of Ford's genuine hot hatch efforts have become incredibly iconic throughout much of Europe, they're arguably as much of a part of Ford's DNA as the mustang and trucks are to Ford of N. America. They might not sell half a million units a year, but they still sold in the thousands, often in 5 digits annually  just for the st line alone.    That was a part of Ford's brand, what made them so iconic in the first place, and they turned their back on it. There's no reason a hot hatch based on CE1 with tons of shared parts couldn't be profitable, especially if they were selling in the 30s or above. If done right, a product like that would boost Ford's profits, and held their backsliding reputation in the region. When perception of your brand starts to skew negative, going back to what people loved you in the first place isn't the worst strategy you can lean into.    People told Ford they'd struggle in Europe if they threw out their hatchbacks. They threw out their hatchbacks, and now we're hearing how much they're struggling. Now's the time to reverse that decision.   

You have been rather negative towards Ford the last year or so, especially when it comes to EVs. It has gotten tiresome at times.

They claim that charging stations have come online, but I don’t see any evidence that they came online because of the billions of dollars spent by the Feds. Back in March, the Washington Post reported that the Feds had spent over $7B to open a grand total of seven charging stations in two years, so I have a hard time believing that the Feds opened 12,000 charging stations since then. 

Maybe Mexico???

Maybe that’s exactly fly what they will do, time will tell.