They've been profitable for I want to say the last few quarters in a row. They've also made a ton of progress on cost efficiency and reducing losses. They're also basically the exclusive provider of vans for Amazon, and with this news, are providing the tech for one of the biggest car companies in the world.
No-one has a crystal ball, who knows what tomorrow brings. But I have more faith in Rivian being around in 20 years than I do Subaru, or Dodge.
One of my concerns with Rivian is support. Would be interesting if this leads to Rivian vehicles being serviced at VAG stores. Could do the “ghost kitchen” model. I had hoped that they’d do that when Ford was invested in them.
That's possible, but even if Ford buy engines from ram at a low cost, I don't know what they would buy the 3.0 from them when their own turbocharged v6 motors are so much better. Ecoboost engines are basically best in class as far as turbocharged engines are concerned.
I could see Ford outsourcing powertrains in segments where it doesn't really matter, and they aren't all that remarkable, think things like the escape engine lineup. But in areas where Ford is a powertrain leader, or where those engines are still seen as being a major point of differentiation in the product, I firmly believe Ford will continue to invest.
I could see Ford giving the 5.0 or their larger ecoboosts several additional reiterations in the coming years and decades.
As with all things, it'll be a mix. No-one cares what kind of engine an edge has, so I could totally see Ford buying from an external engine supplier for products like that, but still developing next gen truck and performance vehicle powertrains in house.
Rivian was going to be the next Tesla and everybody (Ford) wanted in. Then reality hit, its market cap crashed, and investors (Ford, and others) bailed. Even today it's no guarantee that Rivian will make it, especially in light of the generally poor EV market in the U.S. They've yet to make a net profit.
I wonder if Ford has seen an opportunity to pick up at low cost, the Ram 3.0 I-6 turbo,
maybe indifferent sales of that engine in Ram 1500 has Ram knocking on Ford’s door…
Also,I kind of agree with biker with regards to outsourcing smaller capacity engines
and transmissions from say, VW?
The main reason for Ford doing any of this would be to reduce ICE production assets
as in, getting them off the books by out sourcing like it’s already done with big chunks
of its other production assets…
So, If they don’t see a down side to this, could that be a future problem?
I don’t really understand why Ford bailed on their Rivian investment so quickly. Money was already spent. They have solid underpinnings that could have merged with Ford efforts to saves costs.
Ford Australia is most likely waiting until 2026 when our new low sulphur
fuels become available, Ford Europe stopped making the Euro 5 specific Puma
so that dried up sales in Australia until after Christmas when we get Euro 6 version.
So hoping Territory comes when the new fuel is available.
It’s common practice across several region that Ford tests the upper price thresholds and with it buyer dedication.
Maybe taking premium pricing and “right sizing sale” a little too far to the high side….
Given the big price difference, Ford deliberately accentuates traffic towards the popular Bronco Raptor.
Ranger Raptor is there for buyers who want a bargain but open to a pickup versus the iconic Bronco.
The best thing Ford ever did was to make Bronco the first T6 mark 2 vehicle developed, sharing those
North American gasoline power trains with Ranger is what keeps the costs down for RR, thank you Ford.