Ford Motor(US:F) Benzingaยท2025-10-15 05:33Price Adjustments - Ford has reduced the price of the F-150 Lightning electric pickup truck, with the Flash trim now priced at $65,995 after a $4,000 cut, and the Lariat variant priced at $74,995 after a $2,000 reduction [2]. Product Changes - The company has discontinued the XLT base trim and replaced it with the STX trim, which offers a longer range of 290 miles compared to the 240 miles of the outgoing XLT trim. Both the Flash and Lariat trims provide an EPA-certified range of 320 miles on a single charge [3]. EV Incentives and Market Context - Ford has scaled back on EV incentives following the end of the Federal EV Credit on September 30, which was also mirrored by General Motors. Stellantis continues to offer cash discounts on EVs [4][5]. Supply Chain Challenges - A significant fire at one of Ford's key aluminum suppliers in New York could disrupt the manufacturing process of the F-150 pickup truck for months, prompting the company to explore alternative supply chains [6]. Employee Policies - Ford has implemented a return-to-office mandate requiring employees to be in the office four times a week, with reports of automated emails sent to employees regarding compliance, even if they are already adhering to the policy [7]. Company Performance Metrics - Ford is noted to have satisfactory momentum, growth, and quality, while also scoring well on the value metric. The company shows a favorable price trend in the medium and long term [8].