This could be huge move if followed by other manufacturers due to much lower BEV demand after tax credits ended. As I mentioned in Lightning thread, October sales should tell us a lot more. We need more context.
If it’s a month or two, then definitely the Lightning. However, if it’s 2 years from now, who the hell knows? That’s my point about the statement being vague enough to mean very little and commit to even less. Ford can do anything and still not contradict that statement. Wording seems very deliberate to me.
By the way, on related subject, GM layoffs mentioned in other thread could be first sign that BEV sales are worse than expected, or maybe not. Just wondering what happens if existing inventory remains adequate for reduced demand. Ford could be buying time until they are ready to announce greater change.
Agreed but you can’t cherry pick one model or one market segment. Kia has more money to spend on utilities and cars because it doesn’t build 1 million full size trucks and SUVs.
Those market predictions were based on $40k pricing and based on government EV mandates. All of that changed. Sales will increase as batteries get better and cheaper and more people embrace EVs. It’s successful within the current market - it’s not Ford’s fault the market changed.