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re: Ford writes off $19.5 Billion in EV investments. F-150 Lightning to be discontinued. OUCH!

Posted on 12/16/25 at 10:46 am to
Posted by navy
Parts Unknown, LA
Member since Sep 2010
31613 posts
Posted on 12/16/25 at 10:46 am to
Just give me something that runs on gasoline and doesn’t have a computer.

Something that I and I alone control.
Posted by CapnKangaroo
Member since Dec 2025
484 posts
Posted on 12/16/25 at 10:59 am to
quote:

Just give me something that runs on gasoline and doesn’t have a computer. Something that I and I alone control.


Buy something from 1992
Posted by CapnKangaroo
Member since Dec 2025
484 posts
Posted on 12/16/25 at 11:00 am to
quote:

Even if you’re only doing this occasionally it’s not practical.


Exactly, just rent an SUV to take your family to Disney
Posted by CAD703X
Liberty Island
Member since Jul 2008
91753 posts
Posted on 12/16/25 at 11:18 am to
quote:

No one really wants EVs outside of a Tesla
correct. there WAS a market for EVs and elon filled it.

even apple waved the white flag on this and i think about 50 EV companies have gone belly up in the last 4 years.

all these CEOs were so terrified of the Biden Cartel they happily virtue signalled and sang the praises of the Glorious Path Ahead for EVs while swallowing bile in the backs of their throats.

you get what you get, you feckless, spineless captains of industry. you knew DAMN GOOD AND WELL the numbers didn't make sense and you did it anyway.

eta they should be drawn and quartered by the stockholders.
This post was edited on 12/16/25 at 11:20 am
Posted by PillageUrVillage
Mordor
Member since Mar 2011
15777 posts
Posted on 12/16/25 at 11:21 am to
Sorry, you misunderstood. I edited to clarify.

quote:

Exactly, just rent an SUV to take your family to Disney


Once a year or once every other year is not what I would consider "occasional"

I tow with my truck pretty infrequently but enough to where it would be silly for me to rent one every month or so.
Posted by CapnKangaroo
Member since Dec 2025
484 posts
Posted on 12/16/25 at 11:24 am to
quote:

Once a year or once every other year is not what I would consider "occasional" I tow with my truck pretty infrequently but enough to where it would be silly for me to rent one every month or so.


Then you should keep your truck.

I’d still say 90% of Americans don’t tow shite once a month. Hell, 90% probably don’t tow twice a year.
Posted by Barstools
Atlanta
Member since Jan 2016
11311 posts
Posted on 12/16/25 at 11:26 am to
quote:

electric Mustang


But, why?
Posted by SpecialK_88
Member since Dec 2025
121 posts
Posted on 12/16/25 at 11:28 am to
Amy company not Tesla was going to struggle because if the charging network which is a huge advantage for Tesla. With that said they are opening the network up so it’s a bit surprising to see this happen before that happened in order to see what happens.
Posted by how333
Member since Dec 2020
4042 posts
Posted on 12/16/25 at 11:39 am to
But...but...what about climate change???
Posted by TigersnJeeps
FL Panhandle
Member since Jan 2021
2658 posts
Posted on 12/16/25 at 11:39 am to
quote:

Battery replacement is a fun topic. Retail cost for them is around 15k installed. That market is picking up a lot of steam though and over the next 10 years there’s going to be a big shift to independent repowers and refurbs and salvage value markets for the degraded battery packs. Most of the research papers I’ve seen on it think the cost presented in today’s dollars will be about 5k for a full repower.


Do you think this holds true as the EV market slides here in the US? Are sales outside the US sufficient for the market to continue to pick up steam?
Posted by BradBallard
Wilmington, Delaware
Member since Jun 2020
554 posts
Posted on 12/16/25 at 11:48 am to
There’s a ton of ignorance in this threa. We’ve had a Chevy Volt (plug in hybrid with 50 mi on the battery before the gas generator kicks in, about 350 min range total) since 2016 and a Chevy Bolt (all electric with 240 mi range) since 2017. Horses for courses, but we’ve been very happy with our fleet. Some observations:

- If you live somewhere where you can install a level 2 charger (less than $1000 all in) you start your day everyday with a full battery. That’s a game changer. How often do you start your day with a full tank of gas? Our electric bill is only about 60/mo more charging both cars as they charge during non peak hours. You basically have the gas station in your garage.

- GM SHAT the bed and SHAT the bed hard with the Volt. I would argue that the Volt was the most innovative car that has come out of GM in decades. They had an edge on Toyota hybrids with battery range as well as Tesla because of 0 range anxiety. I’ve gone weeks solely on battery with the Volt. GM screwed up big time by not expanding the Voltec drivetrain to the Equinox, Traverse, and Silverado. Imagine the current V6 Silverado with a battery range of 100 miles. Can still tow, no range anxiety, with an inverter, can power a jobsite, etc.

The Volt is the perfect commuter car. Unfortunately, GM was too dumb to figure it out.

- EV’s shine in traffic with stop and go driving and regen.
Posted by billjamin
Houston
Member since Jun 2019
16851 posts
Posted on 12/16/25 at 11:49 am to
quote:

I’d still say 90% of Americans don’t tow shite once a month. Hell, 90% probably don’t tow twice a year.

75% tow once a year or less
35% haul once or less
70% go offroad once or less
Posted by billjamin
Houston
Member since Jun 2019
16851 posts
Posted on 12/16/25 at 11:50 am to
quote:

Do you think this holds true as the EV market slides here in the US? Are sales outside the US sufficient for the market to continue to pick up steam?

Yes because there also other battery markets. Home energy storage and utility scale energy storage are all picking up rapidly and the tech is the same.
Posted by jmarto1
Houma, LA/ Las Vegas, NV
Member since Mar 2008
38074 posts
Posted on 12/16/25 at 12:11 pm to
I am one that believes EVs have their place and completely agree with this. Most people would benefit from a hybrid and Let Tesla push the EV market
Posted by Pax Regis
Alabama
Member since Sep 2007
14936 posts
Posted on 12/16/25 at 12:13 pm to
They should blame Biden. He pushed them all in on EVs before the market would sustain it. Another case for keeping fedgov out of micromanaging private markets.
Posted by TDTOM
Member since Jan 2021
24858 posts
Posted on 12/16/25 at 12:15 pm to
Is this the thread where uppity bitches try to tell others what they should be driving?
Posted by UncleFestersLegs
Member since Nov 2010
16657 posts
Posted on 12/16/25 at 1:07 pm to
quote:

hybrids shine in traffic with stop and go driving and regen.
Posted by member12
Bob's Country Bunker
Member since May 2008
33085 posts
Posted on 12/16/25 at 2:18 pm to
quote:

Ford shareholders equity is around $45 billion. Ford just lit $20 billion on fire. Just imagine that



CEO and a lot of VP's need to be shown the door.

Mary Barra at GM too; although she did seem to recognize that this was bullshite and backtracked on her "we are going full EV by 2035" bullshite.
This post was edited on 12/16/25 at 2:19 pm
Posted by member12
Bob's Country Bunker
Member since May 2008
33085 posts
Posted on 12/16/25 at 2:20 pm to
quote:

I would argue that the Volt was the most innovative car that has come out of GM in decades.


But Mary Barra canceled it. Because she's a fricking idiot.

Volt was a great vehicle and ahead of its time.
Posted by member12
Bob's Country Bunker
Member since May 2008
33085 posts
Posted on 12/16/25 at 2:28 pm to
quote:

Take my wife’s model 3 for example. It’s used a public charger 4 times in its entire life. For a total of 60 minutes over 25k miles.



No offense, but a Tesla Model 3 isn't a Ford Lightning.

The big difference is that Tesla actually is a good EV. A few manufacturers are getting closer to Tesla (Hyundai, GM)....but they are not caught up despite shoveling cash into R&D. For now Tesla is the best and I don't see that changing in the next 5 years.

If I were running a legacy automaker; I'd focus on ICEs and plug in hybrids.

I'd keep the EV offerings evolving, but limit them to the high margin, low volume stuff like $80K+ Mercedes, Audi, Cadillac, or Genesis. Maybe some electric delivery vans if they can get in with a logistics company. I'd put a lot of quality and excellent materials in the products since that's where Tesla actually does struggle a little bit on the high end. But I would not focus on electric pickup trucks or mainstream electric cars for a couple of EV generations. Telsa's Y and 3 have dominated that market completely.
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