What's interesting is Farley made a comment on how Ford wouldn't be investing in 50-60 grand electric SUVs. The mach-e, particularly certain trim levels like the gt, rally, and so on, are basically right in that price range.
I wonder if that means mach-e is done after one generation, or if it means a CE1 based mach-e will be significantly cheaper, selling for like 25-40k instead of playing at the higher price points.
Returning to topic,
Ford Universal Electric platform is Farley’s baby, any other BEV programs will
now be reworked to include the new construction processes revealed recently.
So much money could be saved by moving Mach E away from GE and GE2
Ford could quickly catch up and cover compact and mid-sized Electric vehicles.
Theres a lot more 3s and Y’s out there so potentially more insurance claims. Lets face it,
the cost of repairs are hideous especially when involves giga casting and battery replacement.
I wouldn’t be surprised if many are declared write offs - especially if Tesla walks away from them.
Or just build the North American version of Transit Connect…the biggest impediment with
the previous TC was no high roof option - that is what really hurt sales.
the third vehicle on CE1 is supposed to be a van being sponsored by Ford Pro. Now if that is true,
it will be much wider than Transit Connect but not quite as wide as Transit Custom which is about
the same width as RWD Transit. And the reason Transit Custom was not sold in US is to maximise
sales of RWD Transit.
This morning's updated gas prices in Hamden, CT (Greater New Haven)
$3.05 Regular (Cash) @ Gulf
$3.09 Regular (Cash) @ Citgo
Prices up and down again the past few weeks. There's usually a $ 0.10 difference between the Gulf and Citgo stations which are located on an island at the intersection of a main artery in town and only separated by a Popeyes restaurant between them.
https://www.fromtheroad.ford.com/us/en/articles/2025/from-the-nurburgring-what-comes-next-starts-here
Here's an accompanying article talking about how this sort of thing will influence future EV customer vehicles with them seeming to hint it will play an especially important role with the skunkworks EVs.