I have two guesses on E-Transit.   First educated guess is Ford completed delivery of a large fleet order E-Transit in Q1 or Q4 last year so sales have fallen on year over year basis. Amazon and FedEx each ordered a bunch and maybe one of the order is fully delivered.   Second educated guess is Ford is supporting the Oshkosh NGDV so it is reducing E-Transit availability. USPS revised the order in 2024 to increase the EV so Ford probably caught flatfooted and decided to prioritize delivery of drivetrain components to Oshkosh and therefore reducing the E-Transit. 

They never embraced regular HEVs.  They tried mild hybrid trucks that flopped.  They also had the PHEV volt but that’s it I think.

Yea, I remember that. Original development started a few years after I started working at Ford.   In retrospect, I thought "why did Ford bother to develop its own hybrid system? It wasn't better than Toyota's Hybrid Synergy Drive back then, and it sure ain't better than the current generation Toyota Hybrid System now."   Not Invented Here Syndrome explains why.   Ford wrote the book on “Not Invented Here” – Ford will take that idea and do it better, cheaper and in less time. The reality is something altogether different. After Ford operatives get their hands on an idea, it will cost twice as much, take twice as long and be not even remotely better.

How many times does it have to be explained?  A huge sales increase would come at the expense of Expy or Super Duty and even then the actual volume would be small so the net increase in profit and revenue is small (maybe even a wash).  So why spend all that money in engineerIng, testing and lining up suppliers ( you don’t just plug and play) for little to no ROI?     Winning comparison tests doesn’t translate to cash.  Maybe when OAC is online the business case will be different.  GM is the market leader and has the capacity so their business case is totally different.

I think most of us expected it to have a hybrid option, and were surprised when it didn't.   Ford has publicly stated they're still planning on having the whole lineup "electrified" (hybrid or EV) by....2030 I think, so it seems like it's still coming, but the question is when?

This article by Henry Payne, of the Detroit News, is mainly about driving a Cadillac EV in Paris, but his insight on the state of the European car industry is interesting.  Some snippets:   “With the electric mandates, small cars are going away. Cars are something for the rich,” said President Emeritus of the World Car of the Year awards and veteran writer Jen Meiners, who splits his time between Europe and the United States. “People are being pushed into public transportation. Even Smart cars and VWs have become unaffordable with the regulations.”   “If (EU regulators)) aren’t careful, they will kill the industry,” she said in an interview. “Europe is a massive problem. EVs are more expensive, residual values are worse, and total cost of ownership is worse, so it’s double whammy after double whammy. It’s a rich person’s thing, and therefore the answer is there are going to be (gas cars) on the road for much longer than 2035.”   "Planet Europe also differs from the United States in that the majority (about 60%) of vehicles are purchased not by consumers but by companies that then distribute them to employees as perks of the job. Cadillac’s biggest customers, for example, are insurance and infrastructure companies, said Cadillac France Communications Director Isabelle Weitz."   https://www.detroitnews.com/story/business/autos/2025/07/01/an-american-ev-in-paris-driving-planet-europes-regulated-byways/84431995007/    

Agreed and That's the worst part.  The navigator bones and foundation is always good, but ford/lincoln doesn't want to expound on it to make a more compelling, more desirable product.  The ford f150 has a hybrid engine and multiple v8s that would be perfect in the nav, they added neither.  Why not offer multiple engine options?  They included a very nice 48in screen, but limited tech options as compared to its competitors, why not add widgets for night vision, AR views, digital rear view, sound bars, etc?  They revised the suspension, but still do not add an air suspension option. Why?  For this peer set, it shouldve been mandatory on atleast black label.  These are things that a customer spending 120k+ is going to think about, and as nice as the navigator is, those extra things that seem kinda dumb and unnecessary is why people choose the escalade over the navigator, 3 to 1.  I do believe ford will add a bunch of stuff for the 26 model year to include the new bluecruise, but the 2025s shouldve been a home run but seems more like a triple.

I bought a MME GT for my wife recently. We test drove both a 2025 EV6 GT Line AWD and a 2025 Ioniq 5 N Line among others before deciding on the MME.   I agree that Ford should be concerned. While we really like our MME, 2025 EV6 and Ioniq 5 are seriously good products. They got a nice refresh for 2025 and have built-in NACS charging port! Ford was the first non-Tesla automaker to announce NACS support, but Hyundai/Kia beat Ford in actually adding NACS port to their EV 😒 

Got it. One of the big shots at GM said in 2022 that the company"has no plans to dilute its investment into electrification with hybrids." Then a couple years later the head honcho "highlighted the environmental benefits of PHEVs", but didn't announce any specific products. That's why GM doesn't have any regular hybrids other than Corvette e-Ray in 2025.

https://www.autoblog.com/features/ford-should-be-concerned-about-the-kia-ev6s-charging-speed   [Quote] The Kia EV6 broke onto the electrified crossover scene for the 2022 model year, and even then, it was one of the top models when it came to range and charging speeds. Since then, Kia’s electric crossover has only gotten better, with varying powertrains that can offer extensive ranges or thrilling performance. While competitors, including the Ford Mustang Mach-E, offer more contention these days, few EVs can match the Kia EV6 when it comes to long-range road trips.[/quote]