Just an observation,
The alliance with VW was pitched as a way of both manufacturers saving money
by using each others platforms but by far, Ford has made a fortune selling badge
engineered Transits and Rangers to VW, allowing VW to close the Hannover plant
and save a bundle on next generation platforms and German Labor costs.
In turn, VW sells a minuscule amount of Caddys to Ford, and even fewer MEB supplies.
By the looks of it, Ford has taken VW to school on generating income.
Nothing focus corporate attention more than the mounting costs of recalls,
Ultimately, this is all Ford’s own doing be it manufacturing or supplier defects.
If you don’t want to keep bleeding money, fix the processes that lead to this.
People go on about recall costs but I have to imagine that the massive increases
in prices since 2020 have given Ford strong profits but yes, coming at a cost to
both the bottom line and reputation..
Anyone notice that GM recently took a $1.5 billion charge against its EVs,
thinking Ford might have similar paper write downs coming in the near future.
Ford bet big on BEVs being way more popular now than actually occurred, it took $11 billion out of Ford Blue ICE programs to make that happen. With that much investment shifted around, it’s hard to imagine any sort of massive correction effort being possible in the short term.
Farley said that as justification for why Ford doesn’t want to change, the brass still think that they are just a year or two early….that’s the big “neutral moment”, they still think they’re right and just have to wait for the market…
This all goes back to the big leap to what turned out to be expensive BEVs over a gentler transition to hybrids, PHEVs and EREVs.
The problem isn’t the BEVs, it’s a lack of other electrification to get buyers on board
sorry, didn’t mean to rant….
Feds Recall Nearly 625,000 Highly Popular Ford Cars And Pickups For Safety Issues - Autoblog
The end of the work week is usually something to be celebrated, but for those at Ford, there’s little to smile about after two massive recalls were announced today, following a recall earlier in the week.. The National Highway Traffic Safety Administration is recalling nearly 625,000 of the Blue Oval’s most popular vehicles for separate safety concerns. The first recall impacts the Ford Mustang, while the second applies to the F-250, F-350, and F-450 Super Duty pickups, and both recalls apply to older models. Let’s take a closer look.
Ford Recalls 59,000 Vehicles, Including Bronco Sport and Maverick, Over Fire Risk - Autoblog
Ford is recalling a range of trucks and SUVs for increased fire risk. The recall, which covers around 59,000 units total, also includes the Lincoln MKC. Ford’s recall also puts it far ahead of other OEMs in terms of the number of recalls issued. Ford has now issued 60 percent of all recalls issued by American automakers in 2025.
Stellantis Likely Working On Another Ford Expedition Rival
Recently, Stellantis provided us with some details pertaining to is massive planned investments in the company’s U.S. business, at which point the automaker noted that it plans to develop an all-new large SUV with both extended-range EV and ICE engine options. That model will be built at the Warren Truck Assembly plant alongside the Grand Wagoneer starting in 2028, following a $100 million dollar investment in that facility that will also add around 900 new jobs.
As for what this new large SUV might be, it’s possible that Stellantis simply plans on rebadging the Grand Wagoneer, perhaps as a new, more mainstream Dodge variant of that more luxurious model. However, given the fact that the 2026 Grand Wagoneer is priced more closely to the Expedition with a starting price tag of $64,740, it’s also possible that Stellantis may want to create a more luxurious variant set to compete with the Lincoln Navigator, too.
I remember a while back that there were rumors the current Durango format would be redesigned and named the Stealth, and then the Durango name would be put on a full size Expedition/Tahoe/Suburban competitor.
Yea, exactly. Sadly getting stuck in neutral is an accurate description of Ford’s U.S. EV lineup between when I bought my F-150 Lightning in 2022 and my wife’s MME this year.
Bottom line is that Ford needs to bring new products to market faster. Then these facilities that the head honcho calls “some of the best factories we’ve ever built” will be making something sooner rather than later