A bunch of U.S. auto industry big shots got together at a SAE Detroit Section conference last year and arrived at many of the same conclusions as you did. See attached document for a summary. IMO much of what's in that document is relevant to European automakers as well.
"Government policies alone are not going to save the automotive industry. There are significant changes it needs to make itself if it is to make a successful transition to selling more electric vehicles and be able to compete with the Chinese automotive industry."
"One traditional supplier, working collaboratively with a Chinese OEM, was surprised at how fast it completed the project. One reason things went so quickly was that the Chinese automaker provided it with only 50 pages of specifications compared to the 4,000 pages it can get from traditional automakers. Chinese OEMs are better at telling suppliers how
they want a component to perform and letting them figure out how to achieve it, instead of trying to dictate all the steps a supplier must follow."
"The Chinese do not worry if their early design is not perfect, they just try to get it to work, and then they begin optimizing it with an eye to getting it into production quickly. They also continue to make improvements after a vehicle is in production.Their on-going design changes can also be used to reduce cost and introduce modern technology more quickly."
24-GLC-White-Paper.pdf
I'm hoping for a Mustang sedan, as that's the one option I'd actually be in the market for a few years from now. I'm not sure where a new GT or mid-engine car would be built. Do all roads lead to Flat Rock?
Based on what we know, it seems like the vehicle they'll reveal will be one of the following.
- A new gt 500 or that revised GTD, not "all new" but I guess that's how they'll try to spin it.
- A mustang raptor or sedan, as we've heard about both of these rather extensively.
- The Dakhar inspired off-road supercar, which sounds like an RS 200 revival to me, but time will tell if it's an actual supercar or just a lifted suv with supercar levels of performance.
- A new gt halo supercar to capitalize on the return to the top class of endurance racing, maybe using a performance hybrid powertrain inspired by their experiences with F1.
- An affordable mid-engine model as suggested by Akirby, frankly the most exciting option here imo.
There was that gt prototype years ago that people claimed was making V8 noises. Maybe that was Ford either testing a V8 powered gt, or using it as a mule for a more affordable mid-engine V8 model.
Yea, it's all that and more. There's a lot of customer trust with Ford pickup trucks, the big shots need to get new CE1 based pickup trucks to market with speed and quality, and also apply the lessons from that project to keep F-150 Lightning in a strong position as well.
BizTech Weekly said,
Ford’s reorganization—publicly isolating Model E and embracing short-term losses—signals a willingness to confront the industry’s most brutal phase of creative destruction since the postwar consolidation era. The challenge is not merely to match Tesla or BYD on cost and speed, but to master the integration of electronics, chemistry, and software while preserving the trust embedded in its brand.
The next decade will reward those who can translate architectural insight into cost-competitive, software-rich vehicles that resonate with both consumers and regulators. For Ford, the path ahead is perilous but clear: embrace radical reinvention, or risk relegation to the margins of a market it once defined. The auto industry’s value chain has inverted; only those who adapt with equal speed and conviction will shape its future.
I think the largest Gap between us and them is knowledge.
The Chinese have created a marketplace where change happens so fast that few people or corporations can keep up. Catl is on their 5th generation lithium iron phosphate batteries. Fifth. From nothing to majority in less than 3 years. I don't know how many LFP battery factors are actually producing in 2025, The vast majority of those sales are being made in China. And they keep innovating making them better, and lowering the cost.
I think the Achilles heel of the American automotive industry is their fear of failure. The Chinese got where they are because they make a lot of mistakes and they learn from them. Whereas US automakers seem to be focused on not making a mistake, they miss the opportunity to learn and grow. Unfortunately, I think this goes beyond our manufacturing culture but to American culture as a whole.
CATL Robin Zeng: Mass Production for 5th Generation Lithium Iron Phosphate Battery Products Begins
https://www.aastocks.com/share/news/usq/NOW.1483159?ntype=1&lang=eng&ns=HK6
Your best resource is parts.ford.com. From looking, besides fuel lines and vapor lines, the only parts that are involved in the fuel injection to the rail are the fuel pump, fuel pressure sensor (not a regulator) and the fuel pump driver module.