Core Viewpoint - Ford Motor Company is shifting its strategy away from electric vehicles (EVs) due to lower-than-expected demand, with plans to focus on hybrid offerings and a more flexible Universal EV Platform targeting 50% hybrid and extended range EV sales by 2030 [1][2] Group 1: Strategic Changes - Ford is restructuring its approach to EVs, expanding hybrid offerings and focusing on a Universal EV Platform [1][2] - The company anticipates a pre-tax asset writedown of $8.5 billion in Q4, with a total impact of $19.5 billion on EBIT and $5.5 billion on cash [2] - Ford management raised its 2025 adjusted EBIT guidance to approximately $7 billion, up from $6.25 billion [3] Group 2: Financial Performance - The Model E segment reported a loss of $0.14 billion in Q3 and $1.3 billion in Q2, with estimated EV losses of $4.9 billion for 2025 [3] - The strategic adjustment is seen as a rational response to the slowing EV market and the removal of the $7,500 EV tax credit [4] - Achieving breakeven in the Model E segment by fiscal 2029 could provide a $4.9 billion boost to EBIT, helping to offset $5.5 billion in net debt by fiscal 2026 [4] Group 3: Market Reaction - Ford stock closed at $13.67, reaching a new 52-week high of $13.99 during the trading session, with shares up 41.7% year-to-date in 2025 [5] - The impairment related to Ford's strategy is noted to be larger than GM's by a factor of 12, indicating potential challenges in retooling manufacturing plants [5] Group 4: Operational Adjustments - Ford is exiting the BlueOval SK joint venture, assuming ownership of two EV battery plants in Kentucky, cancelling three planned EV models, and ending production of the F-150 Lightning [6]

Though the F-150 Lightning was announced in 2021 with a price of $40,000, once production began, that cost increased. The 2025 F-150 started at around $55,000, though other versions came in even higher; the F-150 Lightning Platinum, for example , starts at around $85,000.Ford’s situation in this landscape is unique in part because of the specific type of EV it offers. Ford’s flagship EV was its F-150 Lightning, a full-size pickup that came with a steep price.Ford’s announcement even speaks to this, noting t ...

Thematic investors are split between two big future bets: robotics and electric vehicles. But for now, each has a different engine driving it. Robotics is gaining traction with politicians in Washington. Meanwhile, priority attention is still focused on car sales and battery prices for electric cars. This makes a difference to ETF traders. • ROBO Global Robotics and Automation Index ETF stock is under selling pressure. Why are ROBO shares declining?Why Robotics Suddenly Has A Policy TailwindShares related t ...

It's really important, a bit of relief for the industry. And yet I think it's also a case of of kind of having to sort of accept reality just on the part of policymakers that this transition is turning out to be much more difficult than was reckoned years ago when this effective combustion engine ban was put into place. I think at that time we were seeing this real momentum in the transition to fully electric vehicles.That momentum has has slowed substantially. And it's also a really patchy one where certai ...

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ELECTRIC VEHICLES. AND THEN THERE'S TESLA SHARES NEAR THEIR HIGHEST LEVELS OF THE YEAR, AS IT TESTS AS TESTS FOR ITS DRIVERLESS ROBOTAXIS GET UNDERWAY IN TEXAS. JOINING US NOW WITH HIS THOUGHTS ON ALL OF IT IS STEVE WESLEY, FORMER TESLA BOARD MEMBER AND FOUNDER OF THE WESLEY GROUP.STEVE, ON FORD, YOU KNOW, THE $19.5% BILLION WRITE DOWN, I THINK IS THE MOST VISIBLE SIGN OF THIS PIVOT WE'VE SEEN U.S. AUTOMAKERS MAKE AROUND EVS. WHAT DO YOU THINK IS THE PRIMARY DRIVER. IS IT WHAT CONSUMERS WANT. IS IT THE REGU ...

The global transition to electric vehicles is beginning to unravel the way major changeovers often do: slowly at first, then all at once. https://t.co/DLG9ZHO0kI ...

Core Insights - Lucid Group's vehicles, Lucid Air and Lucid Gravity, have been recognized in Car and Driver's 10Best lists for 2026, with Lucid Air making the list for the third consecutive year and Lucid Gravity in its first year of eligibility [1][2][5] Vehicle Recognition - Lucid Air was named to the 10Best Cars list, praised for its combination of range, performance, and innovative design, starting at $70,900 and offering an EPA-estimated range of up to 420 miles [5][6] - Lucid Gravity, the newest model, was included in the 10Best Trucks & SUVs list, noted for its impressive range of up to 450 miles, fast charging capabilities, and spacious interior, starting at $79,900 [4][6] Performance and Features - Lucid Gravity features advanced specifications, including peak charging power of 400 kW, the ability to add up to 200 miles of range in less than 11 minutes, and room for up to seven adults [4][6] - The Lucid Air Pure continues to offer luxury and driving excitement in a spacious sedan package, maintaining its status as a top choice in the electric vehicle market [6] Company Commitment - The recognition of both vehicles reflects Lucid's commitment to innovation and engineering excellence, as stated by the company's SVP of Engineering & Digital [5][6] - Lucid Group focuses on creating advanced electric vehicles with best-in-class performance and energy efficiency, assembling vehicles in state-of-the-art factories in Arizona and Saudi Arabia [8]

Ford's EV Strategy Shift - Ford is taking a $19.5 billion write-down of its electric vehicle division due to weak demand, high costs, and regulatory changes [3] - The company will end production of the current generation F-150 Lightning and focus on hybrids, extended range vehicles, and smaller EV models [5] - By 2030, Ford aims for approximately 50% of its global volume to consist of hybrids, extended range EVs, and pure EVs, up from 17% currently [5] Financial Projections - Ford raised its 2025 EBIT estimate to $7 billion from a previous range of $6 billion to $6.5 billion and confirmed free cash flow guidance of $2 billion to $3 billion for 2025 [4] Production and Infrastructure Changes - The next generation of the F-150 Lightning will utilize an extended range electric vehicle architecture and will be assembled at the Rouge Electric Vehicle Center in Dearborn, Michigan [6] - Ford plans to convert its Kentucky and Michigan EV battery plants to produce energy cells for the electric grid and data center demand [6] Market Reaction - Following the announcement, Ford's shares increased by 2% in after-hours trading, while Tesla shares fell slightly, and General Motors and Stellantis remained unchanged [7]

大家好我是大鱼 Ford刚刚宣布 纯电F-150 Lightning 正式停产 转向混动路线 他们在烧掉 巨额资金后 终于承认大尺寸 纯电皮卡难以盈利 与此同时 Cybertruck 不仅坚持纯电 还以顶尖安全 表现和稳定销售 悄然成为美国 电动皮卡市场 的唯一王者 这背后 到底藏着 什么转变？ 传统车厂集体退缩 Tesla却越战越勇 我们来聊聊 这场电动皮卡 战局的最新剧变 大家不要错过 今天的精彩内容 OK let's go 第一部分 Cybertruck 成最安全 大型皮卡 大家听说了没？ Cybertruck 刚刚在IIHS 拿下最高荣誉 顶级安全之选+ Top Safety Pick + 直接成为目前 最安全的电动皮卡 这次IIHS 的测试标准 更严格了 尤其是后座 的保护部分 Cybertruck 不只通过 还拿到了 最高的奖项 直接登顶 大型皮卡 安全榜首 压过Toyota Tundra Rivian R1T Ford F-150 跟Ram 1500 IIHS 这机构 可是出了 名的严格 他们加了后座 儿童假人测试 还把Top Safety Pick+ 的门槛从 「acceptable」 拉到「 ...