You’re assuming that a U.S. built EV can compete with BYD pricing and still turn a profit.  Even though the Chinese gov’t clearly subsidizes them.  You’re also ignoring the huge inequity in balance of trade with China.   A free market can’t compete with foreign governments that rig the game.

Order bank should have opened today, August 13. Job #1 is in November.

I also remember in the 80's Chrysler had 3 different Lebarons and 2 New Yorkers all at the same time.

Onshoring is a choice; every consumer product doesn't have to be built in the US. I was referring to the impact of preventing the sale of Chinese-made EVs in the US, which will reduce competitive pressure on prices. This is what has happened under the Chicken Tax, to trucks, I'd expect the same thing to happen with protectionist policies for EVs.

This could happen.  If you believe what you read, battery prices are slowly coming down, so you'd expect vehicle prices to come down too.  And, like the Motel T assembly line, Ford will probably find additional efficiencies with this new three-stage assembly which could eventually translate to reduced pricing.  

Exactly, Ford is the best brand in the world when it comes to affordable aspirational products, dream cars you can realistically afford. If they're bringing that energy into this new line of affordable EVs, I'll be incredibly excited. It seems like that's the case just based off the few details we do have.    Who knows, they could end up screwing it all up, maybe the quality is bad, or the range is like 150 miles, or it's a three row situation where they chased aero so hard that the truck looks terrible. But I'm rooting for them, because fun, affordable, aspirational products are what the industry needs more than anything else right now.    Based on what Farley is saying, it sounds like the team trying to take a no compromises approach. He said how these vehicles would delight customers in terms of things like design, space, cost of ownership and being fun to drive, I sincerely hope he's right. I really want to see this truck and be like, that's the coolest looking truck I've ever seen, and I can actually afford it.    If it nails the design, price, and unique factor, I'm buying one without a doubt, even if the range is a little lower like 200-250 miles. 

Sherminator got a Boxster? 😂😂😂

Huh??????????  Vehicle design cycles are at least 3-5 years out usually.   Again, anything is impossible until it isn't.  Remember we're also talking about a product that's 2 years away too.   You said "big EVs can't be made affordable for the masses".  Why can Ford not take the learnings from CE1 and apply it to the large models?  Why would the same efforts to reduce costs and prices not apply to the larger vehicles, making them more affordable for the masses?  T3 has been pushed back at least 3 years out, presumably to bring prices down in the future with CE1 insights.   Ford has chosen to push back their large stuff because it's expensive now, but that doesn't mean it can't be done.

A lot of EVs, at least in the US, are either unappealing (Bolt, leaf, ID4, etc) or too expensive. Tesla 3 and Y aren’t the best looking, but they looked better than the appliance EVs and had features (ex sentry mode) that you couldn’t get on other models, all at a price that was more reasonable. None of the EVs on the market today make me say “I gotta have that” and also have a reasonable price.    The only EV that I’m currently excited for is the Rivian R2. Maybe the Scouts, but I’m sure they will be expensive. Maybe these ford’s will make the list once they decide to show them.

Yes, that's very true.     I loved my '18 convertible Mustang GT, and it worked most of the time as a commuter vehicle for me, but there were definitely times where it was impractical when needing to carry people or stuff. Bronco allowed me to recreate the convertible in a far more practical vehicle.......I miss the ease of putting the top down (Bronco isn't hard but it's a process) and the glorious V8 noises, though lol.