What I found interesting in the tipranks link is that Farley may have a "Trump" card in this munitions aspect. Farley may be able to soften the tariff blow to Ford through Feinberg if he is nominated S-DOD. Ford could negotiate a set aside of the tariffs on their Mexican and Canadian imports while building weapons systems and/or vehicles the US. If such a contract was awarded, the UAW could potentially organize the workers if they weren't already, Trumps poll numbers go up amongst "blue" collar voters, and Ford's imports enjoy reduced or eliminated tariffs.
I think this is a good way for them to re-enter the sedan segment - they can keep prices higher than a "Fusion" but still have a sedan entrant. That said, I don't see sales at crazy levels.
Lucid improved some but still losing a lot of money for the size of company and or sales.
“The announcement came at the same time Lucid issued its quarterly earnings report, which showed its quarterly net loss narrowed slightly to $636.9 million.”
Valid point. We often speculate people don’t like change, but that’s not entirely correct IMO. What people don’t like is bad change, or change for the worse. In case of RAM the new twin-turbo I-6 has had some issues, it costs more, and EPA rating is not as good as base Pentastar V6. Budget minded buyers will likely stick with cheaper NA V6 anyway, and it appears many others want the Hemi back as an option. As with Ford, fuel economy differences don’t add up to a lot of savings, and if they have to use premium gas for the turbo engines, it offsets EPA fuel cost savings. From my perspective manufacturers gain more by meeting CAFE than individual buyers do.
If you recall Ford and Chevy both canceled twin turbo I-6 projects a couple of years ago when electrification was taking over. It was probably the right move as buyers started to push back on everything that costs them more.
https://gmauthority.com/blog/2023/03/gm-turbo-six-cylinder-truck-engine-project-canceled-exclusive/
IMO the entire thing is a huge mess because government regulators placed burden on manufacturers instead of buyers thinking the masses wouldn’t push back as hard because it didn’t affect them directly, but eventually buyers pay the price themselves one way or another. And you’re correct that CAFE, EPA, etc. may all change now, and again in a few years. I doubt anyone knows what is going to happen with regulations, including manufacturers.
I get where you're coming from, I do. I'm just throwing out ideas on how Ford could bring a new appealing edge here in a way that's cost effective. But I take your point.
That's what I'm saying. I get what he's putting down as well, Ford and Lincoln have put in a lot of work to differentiate themselves, you don't want to go back on that. But I believe it was Akirby who once said we would notice, but most of the buying public wouldn't. They wouldn't see a new edge that shared some sheet metal with the Nautilus and say "Typical Ford being lazy again". They'd just say "That looks nice".