But the major reason they are losing money is they are spending money on building a new assembly plant and battery plants that aren't selling any product as of yet. Those costs go away once they are operational. They said they expect EV products to be profitable within 12 months of launch.

Are they? I don't see how they can keep making other products while they are tooling up for EVs and going from 3 lines to 1. I can see one line going down for EVs, while they are building the other products. 

The next time that Ford cites a lack of production capacity as an excuse for not building sometime (e.g. Edge/Nautilus duo or any new sedan model), remember that they have a brand new EV plant running at only a fraction of its intended capacity. It seems that Ford is just keen to offshore (not that the UAW makes it easy, but that would warrant a whole separate discussion).

Unfortunately, that’s what they are doing. The plant will be capable of building 300,000 units annually but will only produce 100,000. That’s probably overly optimistic given that Ford expects the truck to “command a premium price”. Ford will be way overextended capacity wise with its EV plants when they finish construction. I don’t see them making a profit on their EV business this decade. 

Honda is doing a couple new things that we know of.   - combining the existing 3 assembly lines into one assembly line  - the use of mega castings - shared Assembly with ICE, BEV, HEV vehicles   In fairness we know little about the new BEVs from Ford.  

Think about it, the changes were done while production continued which means the new BEVs will be built using very similar assembly process to Honda’s current ICE and hybrid vehicles.   Clearly, there’s two different philosophies on how BEVs should be built 1. as extensions of existing ICE manufacturing processes 2. rip up the old ideas and start with completely new assembly process.   We are yet to see what the brief was for developing Ford’s new CE1 vehicles, was it clever innovation of C2 assembly and bodywork to include state of the art electrification modules or totally clean sheet approach? Now that Ford is starting to talk about EREVs, I’m wondering if this is under the one tent or another side bet?

I respect Honda for being able to retool a plant for EVs without major downtime.  https://youtu.be/COIHMKtLRZY?si=Qr2Gr4StdfjQOaBz

Gotta love the click bait websites saying nonsense like Ford losing $3 billion on electric vehicles or the equally ridiculous $100,000 per vehicle garbage that’s often used to draw views on websites. Yeah I know I shouldn’t get triggered by that rubbish.. I’m wondering about this, the common wisdom would be to use gasoline hybrid in a Super Duty but word is the mule is based on a  F350 so perhaps Ford is looking at a diesel hybrid but maybe as regen braking and launch assist without the diesel ever switching off? Will be interested to see what is actually offered….

Gotta love the click bait websites saying nonsense like Ford losing $3 billion on electric vehicles or the equally ridiculous $100,000 per vehicle garbage that’s often used to draw views on websites. Yeah I know I shouldn’t get triggered by that rubbish.. I’m wondering about this, the common wisdom would be to use gasoline hybrid in a Super Duty but word is the mule is based on a  F350 so perhaps Ford is looking at a diesel hybrid but maybe as regen braking and launch assist without the diesel ever switching off?   Will be interested to see what is actually offered….

Gotta love the click bait websites saying nonsense like Ford losing $3 billion on electric vehicles or the equally ridiculous $100,000 per vehicle garbage that’s often used to draw views on websites. Yeah I know I shouldn’t get triggered by that rubbish..