I think this is Zero Emission vehicle mandates not  CAFE.

I'm surprised by the figure - I thought that F-series had become CAFE positive a few years back?  Or maybe I'm making things up?

Right in line with what Ford normally makes a quarter when there’s no charges for this and that.     I noticed this point too:   With the Trump Administration getting rid of regulatory fines for missing zero emission vehicle mandates, Ford will see a big financial benefit. Prior to that change, Ford was going to have to buy $2.5 billion of ZEV credits this year, but now expects most of that to go away.   I wonder how much that regulation change will impact Tesla’s bottom line

Definitely a step in the right direction. Now it's all about keeping the momentum going, and baking the systems responsible for good quality into the core of Ford's culture so they stop relapsing every few decades. 

Lol, you really think we'd actually get on you about correcting something like that?

Back on 2027 Bolt, a Munro Live video with GM engineers disclosed a couple of details.  They confirmed battery capacity of 65 kWh is useable rating, and also that making car more affordable was primary goal, hence why they borrowed from other GM EVs.  Braking is now controlled such that driver is not aware between regenerative and friction braking.  This was done to simplify operation and improve efficiency.  Car goes after regenerative braking first if possible and switches to friction when needed.   Also of interest is that bidirectional charging allows for up to 9.6 kW of power to be provided by a 240-Volt inverter powered by car battery.  The V2H capability can be augmented further with stationary battery capacity that can kick in automatically if vehicle is not connected to bidirectional charger at the time that grid power is interrupted.

I bought beginning of Covid, and have just held onto it, reinvesting the dividends.   I guess a "smart" move would've been to sell back when it was like $21, and rebuy when it was lower.  Oh well...

Ford Could Take $2B Loss From Aluminum Supplier Fire   In its Q3 2025 financial report, Ford revealed that between 2025 and 2026, it expects the Novelis fire to cost it around $1 billion or less, but that's after it offsets that loss with boosted output next year. For 2025, Ford has adjusted its EBIT (earnings before tax and interest) headwind to between $1.5 billion to $2 billion as a result of this incident, and also adjusted its free cash flow headwind to between $2 billion and $3 billion in the fourth quarter due to the Novelis fire.

I have 35 gallons but closer to only 500 miles of maximum real driving range at highway speeds.  The only advantages I’ve experienced over the years were making it easier to avoid high gas prices in some areas/states, and also allowing me to drive through the night between roughly 11:00 PM and 6:00 AM when gas stations feel too isolated.  Fueling at 2~3 AM feels unsafe to me.  Obviously driving through the night not very wise either, but I’ve had to do it in emergencies a couple of times.  I would not mind having a little less range, but on an ICE vehicle I would not want less than 400 miles or so at highway speeds.

Someone needs to tell Jacques Nasser about how good Ford Pro is doing.....and how much better it COULD be doing if he didn't dismantle Ford Heavy Truck.