General EV Conversation
Lexus Champion
Joined: Oct 2019
Posts: 19,796
Likes: 3,790
From: California
Seems if Ford is having a hard time... again. Looks like they are backtracking to hybrids, but I don't see 20% of new cars being sold as those either. I'd rather have an EV any day of the week than a hybrid, Buy an EV for around town and a good ICE for trips... I was thinking about it yesterday in the car for 13 hours. Hybrids have good torque but I want all in on an EV if the car has electric motors.
https://www.thedrive.com/news/ford-d...MZAhD2HstHW_70
Ford announced Thursday that the company will delay the release of two highly anticipated electric vehicles. The Blue Oval's next-generation electric pickup and its as yet unnamed three-row SUV, originally slated for 2025, are now expected to reach customers in 2026 and 2027, respectively. Ford also announced a new commitment to hybridizing its lineup, with hybrid options for each of its models by 2030.
Sources at Ford were quick to emphasize that the company was still committed to electrification. "Our breakthrough, next-generation EVs will be new from the ground up and fully software enabled," Ford CEO Jim Farley said, "with ever-improving digital experiences and a multitude of potential services." Despite the delay, Ford intends to continue EV-focused expansion at multiple major manufacturing facilities in Ontario, Tennessee, Kentucky, and Ohio, working closely with labor organizations to keep the factories in step with the new timeline.
At the same time, sluggish EV sales and ongoing shortages of microchips and other vital components are complicating the lives of carmakers across the marketplace. Tesla had a major shortfall this quarter, selling just 386,810 cars of a projected 430,000. Other manufacturers have been making the same mistake, per Boston Consulting Group. EV sales are still high and growing—sales rose 50% in 2023—but several carmakers built their budgets expecting even faster growth. As Ford Model e COO Marin Gjuja told Detroit News, "I don't have a lot of patience for us getting the forecast wrong, but the reality is, we all sort of got it wrong."
Ford's pivot to hybrids fits with the new math. Per BCG, even in a forecasted post-2026 marketplace with EVs taking up a much larger share of the overall market, hybrids would still represent 15-20% of new cars sold.
https://www.thedrive.com/news/ford-d...MZAhD2HstHW_70
Ford announced Thursday that the company will delay the release of two highly anticipated electric vehicles. The Blue Oval's next-generation electric pickup and its as yet unnamed three-row SUV, originally slated for 2025, are now expected to reach customers in 2026 and 2027, respectively. Ford also announced a new commitment to hybridizing its lineup, with hybrid options for each of its models by 2030.
Sources at Ford were quick to emphasize that the company was still committed to electrification. "Our breakthrough, next-generation EVs will be new from the ground up and fully software enabled," Ford CEO Jim Farley said, "with ever-improving digital experiences and a multitude of potential services." Despite the delay, Ford intends to continue EV-focused expansion at multiple major manufacturing facilities in Ontario, Tennessee, Kentucky, and Ohio, working closely with labor organizations to keep the factories in step with the new timeline.
At the same time, sluggish EV sales and ongoing shortages of microchips and other vital components are complicating the lives of carmakers across the marketplace. Tesla had a major shortfall this quarter, selling just 386,810 cars of a projected 430,000. Other manufacturers have been making the same mistake, per Boston Consulting Group. EV sales are still high and growing—sales rose 50% in 2023—but several carmakers built their budgets expecting even faster growth. As Ford Model e COO Marin Gjuja told Detroit News, "I don't have a lot of patience for us getting the forecast wrong, but the reality is, we all sort of got it wrong."
Ford's pivot to hybrids fits with the new math. Per BCG, even in a forecasted post-2026 marketplace with EVs taking up a much larger share of the overall market, hybrids would still represent 15-20% of new cars sold.
Anyway, I'm all in on BEV's, when my Sienna is done (it's nearly 200k) I'm going to replace it with another BEV SUV
Lead Lap
Joined: May 2010
Posts: 4,006
Likes: 1,639
From: San Diego, CA
Lighting and Mach E sales were both up around 80% year on year in Q1 so the Ford news isn't all bad. Recalls and stop sales are still slowing things down, though, and 2024 models by and large are largely stuck pending shipment/delivery. Remains to be seen where the year ends.
Lexus Test Driver
Joined: Feb 2002
Posts: 8,224
Likes: 256
From: New York
I think EV and hybrid sales will continue to grow but not at such crazy pace as some predicted. Without government incentives and 0% financing from Ford, their EV sales would be much worse.
Let the free market decide and allow people to buy V8 and V12 not just the billionaires. There is room for all these cars hybrids, ICE, EV etc. Just like some ppl are ok with small apartment and other want 5 acres of land for their one family house.
Let the free market decide and allow people to buy V8 and V12 not just the billionaires. There is room for all these cars hybrids, ICE, EV etc. Just like some ppl are ok with small apartment and other want 5 acres of land for their one family house.
Lexus Champion
Joined: Oct 2019
Posts: 19,796
Likes: 3,790
From: California
I think EV and hybrid sales will continue to grow but not at such crazy pace as some predicted. Without government incentives and 0% financing from Ford, their EV sales would be much worse.
Let the free market decide and allow people to buy V8 and V12 not just the billionaires. There is room for all these cars hybrids, ICE, EV etc. Just like some ppl are ok with small apartment and other want 5 acres of land for their one family house.
Let the free market decide and allow people to buy V8 and V12 not just the billionaires. There is room for all these cars hybrids, ICE, EV etc. Just like some ppl are ok with small apartment and other want 5 acres of land for their one family house.
So in all fairness, government needs to stop subsidizing oil and gas, as well as EV'S. Then we'll see where people's wallets go
Lexus Fanatic
Joined: Sep 2010
Posts: 26,091
Likes: 4,347
From: Alberta
I'm baffled how people can complain about EV subsidies and not be bothered by fossil fuel subsidies. In 2022 the number was $7 trillion. Trillion not billion.
Lexus Champion
Joined: Oct 2019
Posts: 19,796
Likes: 3,790
From: California
2006, and gas shot up to the $5 mark. My brother would have to put his credit card in twice just to fill up... and this was at least twice a week. So all of a sudden people were selling their suburbans, and the Honda Fit became the most popular car in the Bay area. I remember it was the top recommended car from consumer reports at the time.
If the government stops subsidizing oil, we'll have prices like Europe, where they pay $7 or $8 a gallon. So take away all oil subsidies, as well as any EV tax credits, and you'll see people start looking at EV'S and actual test driving them. Game over
Lexus Fanatic
Joined: Sep 2010
Posts: 26,091
Likes: 4,347
From: Alberta
Lexus Champion
Joined: Oct 2019
Posts: 19,796
Likes: 3,790
From: California
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Lexus Champion
Joined: Jan 2012
Posts: 17,235
Likes: 538
From: Knoxville, TN
Some of you. are forgetting fossil fuels do wayyyyyyyy more than just fill up our gas tanks... jack all that up everything else goes up even more.
There is no reason to raise gas prices just to try to get people to get into an EV.
WADR, Amirza.... Suburbans still do rule the road lol. Know how many Suburbans and Yukons I saw on my 13 hour drive yesterday?
You just can't beat them for hauling and traveling and comfort and safety, and they are just better than ever.
There is no reason to raise gas prices just to try to get people to get into an EV.
WADR, Amirza.... Suburbans still do rule the road lol. Know how many Suburbans and Yukons I saw on my 13 hour drive yesterday?
You just can't beat them for hauling and traveling and comfort and safety, and they are just better than ever.
Lexus Champion
Joined: Oct 2019
Posts: 19,796
Likes: 3,790
From: California
Some of you. are forgetting fossil fuels do wayyyyyyyy more than just fill up our gas tanks... jack all that up everything else goes up even more.
There is no reason to raise gas prices just to try to get people to get into an EV.
WADR, Amirza.... Suburbans still do rule the road lol. Know how many Suburbans and Yukons I saw on my 13 hour drive yesterday?
You just can't beat them for hauling and traveling and comfort and safety, and they are just better than ever.
There is no reason to raise gas prices just to try to get people to get into an EV.
WADR, Amirza.... Suburbans still do rule the road lol. Know how many Suburbans and Yukons I saw on my 13 hour drive yesterday?
You just can't beat them for hauling and traveling and comfort and safety, and they are just better than ever.
Suburbans don't sell even near the numbers they use to. RAV4, Honda CRV and other small SUV/CUV out sell them by a large number. They used to be the most popular SUV in SoCal, but not longer. I rarely see new ones, most of the ones I see are 90's or early 2000 models. You can pull up the sales numbers yourself
Lexus Fanatic
Joined: May 2012
Posts: 68,919
Likes: 4,122
From: Maryland
Thats not what he was suggesting. He was saying if someone is against subsidies for EVs and EV development they should also be against oil subsidies...if you're against subsidies, be against subsidies.
Lexus Champion
Joined: Apr 2019
Posts: 11,311
Likes: 1,617
From: FL
Lexus Champion
Joined: Oct 2019
Posts: 19,796
Likes: 3,790
From: California
Yep, I'm just saying let's play fair, and let's not be hypocritical. If people don't believe in government intervention and handouts, let's apply this evenly across the board
Lead Lap
Joined: Jul 2007
Posts: 4,550
Likes: 668
From: SC