Group 1 - Ford Motor Company and General Motors Company have initiated programs to extend the $7,500 US federal tax credit on EV leases just before its expiration on September 30 [1][2] - Industry experts predict a significant drop in EV sales and leasing following the end of the tax credit, especially after a surge in purchases to beat the deadline [2] - The automakers' financing arms, such as Ford Credit and GM Financial, are making down payments on EVs in dealer inventory to qualify for the tax credit, allowing dealers to offer leases with the full subsidy factored into reduced rates [3] Group 2 - Ford operates through several segments including Ford Blue, Ford Model e, Ford Pro, and Ford Credit, while General Motors operates through GM North America, GM International, Cruise, and GM Financial [4]

AI has disrupted entry-level white-collar employment, but blue-collar workers are still looking for clues on how the tech will shape the essential economy going forward. Ford CEO Jim Farley said it’s too early to know just how AI may help or hurt essential workers—those working in sectors like manufacturing, skilled trades, and infrastructure. “I hope that it will be a help, but it’s hard to say that today,” he said on Bloomberg TV’s Wall Street Week on Friday. AI investments in data center construction ...

The Pace of Innovation From Railroads to AILooking at major technologies to see how long it takes for a prototype to achieve widespread usageRussell Salsbury14 min read·Just nowJust now--Press enter or click to view image in full sizeVideo Telephone, Jean-Marc Côté’s 1899 illustration of the smart phone in 2000, public domainIf not a Medium member click here to view the story.Two years ago Lannie Rose wrote a fun article, The Fastest Tech in the West. She used Copilot to estimate the time from the first com ...

This is a story about the essential economy. That's what Ford CEO Jim Farley calls the part of the US market where things get built, moved, or fixed. This week, he held a series of meetings at the restored Michigan Central Rail Station in Detroit, and we traveled there to hear directly from him what needs to be done. -95 million people, huge part of our GDP, that basically build things. Think about factory workers, construction workers. The people who move things, rail workers, truck drivers. And the people ...

Core Insights - The essential economy, as defined by Ford CEO Jim Farley, encompasses sectors involved in building, moving, and fixing, which represent a significant portion of the US GDP and currently face a shortage of about one million workers [1][2] Group 1: Essential Economy and Workforce - The societal perception of essential jobs has shifted, leading to a decline in interest in vocational training and a lack of investment in education programs for these roles [2] - Regulatory challenges and permitting processes complicate the hiring and operation of essential jobs, particularly for small businesses [2] - The productivity of the essential economy has decreased over the past 20 years, contrasting with a 20-30% increase in white-collar productivity, resulting in an average income drop of $30,000 for essential workers [4][5] Group 2: Government and Policy Impact - The government plays a crucial role in revitalizing the essential economy, with past emphasis on manufacturing and trade schools, but tangible results are yet to be seen [6][7] - Tariffs on imported parts significantly impact profit margins, with over 20% of profits lost due to these tariffs, highlighting the need for policy adjustments [8][9] Group 3: Electric Vehicle (EV) Transition - The auto industry is undergoing a complex transition towards electric vehicles, with Ford focusing on customer choice rather than an all-electric strategy [14][17] - The removal of the $7,500 EV tax credit is expected to increase vehicle prices, complicating the transition to electric vehicles [18] - Ford is developing a Universal Electric Vehicle platform to compete with global players like BYD, which has gained significant market share [19][22] Group 4: Competitive Landscape - The Chinese market is rapidly evolving, with BYD becoming the leading electric vehicle manufacturer globally, posing a significant challenge to American automakers [22][27] - The American auto industry faces difficulties in competing against Chinese subsidies and the scale of their industrial operations, which are ten times larger than those in the US [27][30] - The speed of innovation in the electric vehicle sector is a critical factor, with ongoing advancements in battery technology expected to influence future competitiveness [28][29]

All the way from the Ford Pro Accelerate conference in Detroit, Yahoo Finance executive editor Brian Sozzi sits down with Ford (F) CEO Jim Farley for an extensive conversation about the importance of skilled workers in the US economy and the auto industry at large, and concerns around shortages of mechanical tradesmen. Farley goes on to comment on Ford's apprentice programs that encourage the next generation of essential workers and the hit from President Trump's tariffs that the truck-maker is expecting. T ...

Yahoo. Finance executive editor Brian Sazi caught up with Ford CEO Jim Farley at the Ford Pro Accelerate Conference in Detroit to discuss boosting productivity for essential American workers, >> factory workers, construction workers, farmers, uh all the people that move things, truck drivers, rail workers, and people fix things, plumbers, electricians, HVAC, all the people that basically work for our hands. Think uh with their hands.Think of like Mike Row. All of Mike Row's friends who I love Mike Row. >> Y ...

智通财经APP获悉，周五，美国总统特朗普正考虑对在美进行整车生产的汽车企业提供重大关税减免， 或将实质性削减车企目前承担的大部分关税成本。 据共和党参议员Bernie Moreno以及多位汽车业高管透露，该计划将覆盖福特汽车(F.US)、丰田汽车 (TM.US)、本田汽车(HMC.US)、特斯拉(TSLA.US)和通用汽车(GM.US)等主要在美拥有本土产能的车 企，使其几乎免受进口关税影响。受此消息提振，多家车企股价走高，特斯拉周五盘中跌幅一度超 3.7%，收盘跌幅收窄至1.42%，福特汽车收涨3.68%，丰田汽车收涨2.14%，本田汽车收涨2.68%。 然而，随着联邦最高7500美元/辆的购车补贴在9月底终止，业内普遍担忧美国电动车市场将出现"先扬 后抑"的周期。福特CEO Jim Farley直言，不排除电动车市场份额会在短期内从当前的10%-12%骤降至 5%。相比之下，中国去年电动车销量达640万辆，欧洲则为220万辆，美国在全球零排放汽车普及率上 依旧落后。 目前，美国汽车产业因关税压力成本高企。通用汽车曾估算，今年公司因关税面临高达50亿美元的成本 压力；福特也预计将承担30亿美元的额外支出。特 ...

Core Viewpoint - The automotive industry is experiencing a positive shift in stock prices due to potential tariff relief being considered by the Trump administration, which could significantly reduce costs for major car manufacturers in the U.S. [1][2] Group 1: Investment and Production Developments - General Motors is set to begin production at the renovated Detroit-Hamtramck assembly plant, following a $2.2 billion investment aimed at producing all-electric trucks and SUVs [1] - Ford shares reached a new 52-week high of $12.66, reflecting investor optimism amid potential tariff relief [4] Group 2: Market Reactions and Stock Performance - Shares of General Motors, Ford Motor, and Stellantis rose approximately 2% to 4% following reports of potential tariff changes [2] - Tesla's shares declined by about 2%, contrasting with gains seen by other automakers like Honda and Toyota [3] Group 3: Tariff Implications - The Trump administration's tariffs of 25% on imported vehicles and parts have been a significant concern for the automotive industry, leading to billions in increased costs [3] - Proposed changes may include extending a 3.75% tariff offset for five years and adding U.S. engine production to the relief, which could benefit major manufacturers like Ford, Toyota, Honda, Tesla, and GM [2]

Key Takeaways Ford sold 545,522 vehicles in Q3 2025, up 8.2% year over year, marking seven months of growth.Electrified vehicle sales surged 19.8% to 85,789 units, led by Mach-E and F-150 Lightning records.SUVs posted big gains, with Expedition up 47.4%, Bronco up 41.3%, and Explorer rising 33.3%.Ford Motor Company (F) sold 545,522 vehicles in the United States in the third quarter of 2025, up 8.2% year over year, extending its streak to seven straight months of sales growth. Sales of pickups and vans reach ...