I have a truck sales comparison coming, but I'm waiting on some more reporting (namely Stellantis.....I won't wait for Tesla/Rivian for it.

I have a truck sales comparison coming, but I'm waiting on some more reporting.  

You know that looking at a percentage can be deceiving, that 115% is considering last years numbers that were terrible. May was a good month surpassing 2k, but 1.7k is just a "normal" month for the Navi.  Also take into consideration that the Escalade has sold more than 2x the number (24k, 28k if we add the IQs sales)

That horrible outdated uncompetitive Navigator up 115%…..

Here are Ford's sales good to great numbers.....here are Ford's Q2 results   https://s205.q4cdn.com/882619693/files/doc_news/2025/Jul/01/Ford-U-S-Q2-2025-Sales-Release.pdf                 And here are June monthly sales:      

Tesla also has that solar aspect to it, though who knows if that makes any money.     Especially with nothing but endless vaporware on the horizon for years on end....."it's coming just wait!!!!"

Sure, but his point is not all recalls are the same.   Similar to on those quality reports - someone not knowing how to program their bluetooth is different than the screen went blank and a wheel fell off.

https://www.motor1.com/news/764274/nissan-delays-supplier-payments/   Reuters reports that Nissan is asking some of its suppliers in Europe and the UK if they'll accept delayed payments to free up some needed cash. This isn't an unusual move for an automaker, and Nissan told Reuters it's offering suppliers the option of taking payments right away, or at a later date with interest. If the supplier decides it wants immediate payment, HSBC will pay the supplier, then Nissan will pay back the bank with interest at a later date.  Espinosa's stated goal is to achieve $3.4 billion in cost cuts over the next two years. Over the last fiscal year, Nissan lost $4.5 billion. Its aim to delay supplier payments in the UK and Europe could help it free up $69 million in cash. In total, Nissan has around $15 billion in cash, but nearly $5 billion in debt coming due. The automaker is also reportedly considering selling its $700 million Yokohama headquarters, possibly leasing the space back from the buyer. 

Some products and their buyers ain't worth keepin'. Ford did the right thing to desert those introductory-level vehicles, which couldn't compete with Honda, Toyota, and the Koreans and had a negative impact both on Ford's reputation and its financials.   The new low cost EV platform gives Ford an opportunity to do introductory-level vehicles right, something I haven't seen in my lifetime. I hope the big shots at Ford make the most of this opportunity

Ford has plenty of issues with powertrains exploding, here's one from last year:   Ford has issued a recall impacting 85,238 Ford Explorer vehicles equipped with the Police Interceptor Utility package and 3.3L Hybrid and Gas engines.    The recall follows reports of under-hood fires resulting from engine failures, specifically incidents where engine oil and fuel vapor are released into the engine compartment due to an "engine block breach."   In simpler terms, an engine block breach typically refers to a catastrophic failure where a connecting rod punctures through the engine block, often leading to significant damage and potentially dangerous situations.