Group 1 - Ford Motor Co. CEO Jim Farley has reaffirmed the company's commitment to investing in more affordable vehicles, aiming to take the lead in American-made cars [2][3] - The rollback of Corporate Average Fuel Economy (CAFE) norms is expected to save consumers $1,000 on the average car price and a total of $109 billion over the next five years [3][4] - The Trump administration's decision to rescind the 2009 Endangerment Finding will relieve legal pressure on automakers regarding emissions standards, potentially impacting revenue sources for companies like Tesla and Rivian [5] Group 2 - Ford's November EV sales figures show a significant decline, with a 60.8% year-on-year drop, selling only 4,247 EVs compared to 10,821 units last year [7] - The company predicts that EV adoption in the U.S. could remain at around 5% as demand for electric vehicles decreases [7] - Ford's stock has shown positive momentum, with a 1% increase to $13.09 at market close and a further rise to $13.13 in after-hours trading [8]

President Donald Trump on Wednesday said his administration would "reset" fuel efficiency standards for passenger cars in an effort to put a lid on rising auto prices, as the administration battles inflation and an affordability crisis.The previous rules, which sought to lower carbon emissions, “put tremendous upward pressure on car prices,” Trump said in the Oval Office.The president is under political pressure to address affordability concerns after Democrats swept major races last month, fueled by voters ...

Core Viewpoint - The Biden administration's fuel-efficiency standards for carmakers require achieving approximately 50 miles per gallon by 2031, while the Trump administration's proposal aims to reduce this requirement to 34.5 miles per gallon [1] Group 1 - The Biden-era rules set a target of 50 miles per gallon for fuel efficiency by 2031 [1] - The Trump administration's proposal would significantly lower the fuel-efficiency requirement to 34.5 miles per gallon [1]

Congress already had eliminated fines for automakers that violated the rules. ...

The Trump administration on Wednesday will propose a significant rollback of fuel economy standards finalized by former President Joe Biden last year in its latest push to make it easier for automaker... ...

Core Insights - Ford's EV sales in the U.S. dropped significantly by 60.8% in November following the expiration of the $7,500 federal tax credit, with total vehicle sales slightly declining by 0.9% compared to November 2024 [1][8] Sales Performance - Hybrid vehicle sales increased by 13.6% to 16,301 units, while fully electric vehicle sales fell sharply to 4,247 units from 10,821 units in November 2024 [2][8] - Specific models like the Mustang Mach-E saw a 49% decrease in sales to 3,014 units, and the F-150 Lightning experienced a 72% drop to 1,006 units. The E-Transit van's sales plummeted by 82% to 227 units [2][8] Financial Performance - Ford Model e, the EV division, reported a loss of $1.4 billion in Q3, accumulating year-to-date losses of $3.6 billion, with approximately $3 billion linked to current EV models and around $600 million invested in next-generation EVs [3] - The Zacks Consensus Estimate for Ford's 2025 EPS has decreased by 2 cents in the past 30 days, while the 2026 EPS estimate has increased by 1 cent in the last week [9] Strategic Shift - Ford is transitioning its focus from larger, battery-heavy vehicles to smaller, more profitable models based on the new Ford Universal EV Platform, with a midsize EV pickup expected to launch in 2027 at around $30,000 [3][4] - The company has completed 95% of sourcing for the new platform, with vehicle testing ongoing and equipment installation set to begin at the Louisville plant later this year [4] Competitive Landscape - In November, Tesla's registrations in France and Denmark fell by approximately 50%, with sales in France down 58% to 1,593 units and in Denmark down 49% to 534 units [5] - BYD Company Limited delivered 474,921 passenger vehicles in November, a decrease of 5.7% year-over-year, with battery-electric models growing by 19.9% [6] Valuation - Ford's stock has outperformed the Zacks Automotive-Domestic industry year-to-date, with shares gaining 26.6% compared to the industry's 31.3% growth [7] - From a valuation perspective, Ford appears undervalued, trading at a forward sales multiple of 0.32, significantly lower than the industry's 3.25 [10]

Core Viewpoint - Ford Motor Co.'s exploration of electric vehicles (EVs) is still ongoing and has not reached a definitive conclusion [1] Group 1 - The company is actively experimenting with electric vehicles, indicating a commitment to the EV market [1] - There are ongoing developments and potential future strategies related to Ford's electric vehicle initiatives [1]

Sales of Ford Motor Co.'s (NYSE:F) electric vehicles fell sharply in November amid multiple factors affecting the company's EV endeavors, as President Donald Trump‘s EV Credit rollback hit sales.EV Sales Fell 60% In NovemberThe company released official sales figures for November on Tuesday, revealing a sharp decline in EV sales as Ford reported selling 4,247 EVs in November, a 60.8% year-on-year drop from last year's 10,821 units. Ford's year-to-date EV sales from January to November clocked in at 78,556, ...

Automakers are betting on hybrids as they cope with an EV slowdown. ...

Ford Motor Co on Tuesday reported a marginal drop in its U.S. auto sales in November, as sales of its electric vehicles fizzled following the end of tax credits. ...