Ford should be doing an EV SUV, like GM. Heck, GM has several to choose from, and then throw in the Prologue/ZDX on top of that, which GM profits from as well.
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Ford had a three row, (because Farley says there is too much competition in the two row segment for him to soak people as much as he wants to) EV SUV in the works, but they cancelled it last year. They also switched from retooling Oakville Assembly for EVs to Super Duty trucks.
Steve
Careful, Steve. You’ll be accused of cherry picking data by mostlylong.
DB2
Well, the “Super Duty” plan for Oakville is probably on hold now, because Oakville is in Ontario, thus the trucks would be heavily tariffed in their core USian market. I expect the “Blue Oval City” plant to be completed as an ICE truck plant, with that shoe dropping sometime this year, if the tariff regime does not collapse.
Steve
EVs have been delayed. The Ramcharger goes into production later this year; the all-electric REV could arrive as late as summer 2027. The long-term commitment to these electrified trucks remains intact and Ram is enjoying the luxury of timing working in its favor…
Executives watched the marketplace and saw prices increase and demand wane. Stellantis took advantage of Ram’s tardiness to push back deadlines until a later date in the hopes profit margins on these products will improve.
DB2
Other sports car makers have already postponed or scaled back their electric ambitions because of a lack of consumer interest.
Ferrari’s Italian rival Lamborghini, a unit of Volkswagen, said in December it will launch its first electric model in 2029 instead of 2028 and Germany’s Porsche cut back its plans for EVs amid soft sales of its electric Macan SUV and Taycan models.
Earlier this year Maserati, the luxury brand of Stellantis, cancelled plans for an electric version of its MC20 sports car.
DB2
For readers following trends in vehicle electrification.
Here’s US trends:
Just came across global trends:
What wouldn’t make sense would be to reference a small segment of the market (oem, geography, plant, model) and try to imply that somehow represents the broader market.
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ALL transport will go electric. It is only a question of when.
The driving characteristics of EV are very good.
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Electric simply has too many advantages. The BBB is raising a white flag of surrender.
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*Electric simply has too many advantages. The BBB is raising a white flag of surrender. *
…to big oil.
They said it loud and clear, a year ago “energy dominance”, “gas powered cars”.
Steve
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EV sales in California have stalled out over the past 2+ years. From February…
The figures for EV sales for the last quarter of 2024 are finally available, and they are not encouraging. The total number of EV sales grew by an anemic 2,091 cars over 2023, or less than half a percentage point. In terms of market share, EVs remains stuck at 25%.
Since February the numbers for the first quarter of 2025 have come in. Sales remained stalled.
In the first quarter of 2025, Californians purchased 100,326 zero-emission vehicles (ZEVs) representing 23% of all new vehicle sales in the state. This marks a slight decrease in overall sales year-over-year…
Sales may pick up before the $7500 EV subsidy goes away this fall.
DB2
I can blast that number higher by size. Just let BYD sell cars here. Done. Oh, not a good idea?
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ZEV numbers for the second quarter of 2025 are now in. The percentage dropped some to 21.6%. Things have stalled out in the Golden State.
DB2
Not only the Golden State.
https://www.reuters.com/business/autos-transportation/teslas-july-china-made-ev-sales-fall-84-2025-08-04/
Tesla’s July China-made EV sales fall 8.4%
Tesla’s EU sales are down too.
Meanwhile, the CEO of Ford is hyping the daylights out of their huge EV announcement scheduled for August 11th…spending Billions to bring out another EV, in the teeth of an openly, proudly, EV-hostile regime.
Presumably, the big announcement is about what they will be building in the Louisville, KY plant, for which they are ending production of the Escape and Corsair compact SUVs, which sell in considerable numbers.
Steve
And in the great northwest…
This is far below the level that is required next year by Washington law requiring that 35% of cars sold in Washington be either EV or PHEV next year.
DB2
“Ironically, the biggest beneficiary of the EV mandate, and the state’s many other EV subsidies, would be Elon Musk and Tesla.”
I was thinking just that - a mandate to buy EVs is a mandate to buy Tesla.
Washington state didn’t care for Elon so they set up a punitive tax that applies only to Teslas.
Attaching a stigma to the top EV brand will make it more difficult to increase ownership…Additionally, the legislature’s attack on Tesla may blow a $280 million hole in the state budget.
In the recent session, the legislature imposed a tax on Tesla’s credits generated as part of the California EV mandate…That tax was projected to generate about $280 million during the next four years. With the underlying requirements going away, so would the tax revenue, eliminating $78 million in tax revenue this biennium and $202 million during the next biennium.
DB2
Newsom last year pledged to renew a state program that provided up to $7,500 in rebates for zero-emission vehicles if Trump ended a similar federal tax credit…But Newsom has yet to present a plan to legislative leaders who control California’s finances…
Newsom’s initial proposal, introduced before Trump took office in January, sought to restore a program that expired in 2023 after distributing $1.5 billion in rebates, nearly half of which went toward Tesla purchases. However, funding uncertainties and legislative support were always significant concerns…
Now lawmakers and advocates are hashing out plans to extend the state’s cap-and-trade program past the 2030 sunset date as a potential avenue for funding EV subsidies…Newsom and lawmakers already committed $1 billion annually – about a quarter of the program’s yearly revenue – to the state’s high-speed rail project and tapped the climate fund for firefighting crews. That leaves climate-change groups, public transit agencies, electric vehicle advocates and others lobbying for the remaining dollars…Newsom signed the state’s $321 billion budget for fiscal 2026 in June, closing a $12 billion shortfall, meaning any new immediate EV incentive program would have to be funded outside the regular budget process.
DB2
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