Today Ford announces a two-year delay, “retiming” until 2027, on new EV models scheduled for 2025. In addition. Ford will focus on a full line of hybrids. 
Retiming Press Announcement
Please consider Ford’s Press Announcement on retiming and hybrid production.
Ford Motor Company said today it is retiming the launch of upcoming electric vehicles at its Oakville, Ontario, assembly plant while continuing to build out an advanced industrial system to produce its next-generation electric vehicles, including greenfield construction and conversion of existing assembly plants.
The company continues to invest in a broad set of EV programs as it works to build a full EV line-up. These initiatives support the development of a differentiated and profitably growing EV business over time while Ford serves customers with the right mix of gas, hybrid and electric vehicles based on demand today
Preparations continue for the market launch of Ford’s all-new three-row electric vehicles at the assembly complex in Oakville, Ontario, which the company said it will re-time to 2027 from 2025. The additional time will allow for the consumer market for three-row EVs to further develop and enable Ford to take advantage of emerging battery technology, with the goal to provide customers increased durability and better value.
Ohio Assembly Plant
Additionally, Ford continues its expansion of Ohio Assembly Plant in Avon Lake to produce an all-new electric commercial vehicle for Ford Pro customers beginning mid-decade. [If that’s not timely, what is?]
BlueOval City
The creation of the BlueOval City campus – Ford’s new advanced auto production complex that includes the Tennessee Electric Vehicle Center assembly plant – is progressing on track. In addition to paint shop and vehicle assembly equipment, installation is also underway for nearly 4,000 tons of stamping equipment that will produce the sheet metal stampings for Ford’s next all-new electric truck.
Ford plans to begin customer deliveries of the new truck in 2026 and gradually ramp up production to help assure quality. [Hint: Don’t by the first ones].
Hybrids
Ford continues to invest in a broad set of EV programs as it works to build a full EV line-up. In parallel, Ford is expanding its hybrid electric vehicle offerings. By the end of the decade, the company expects to offer hybrid powertrains across its entire Ford Blue lineup in North America.
Tesla’s Deliveries Drop for First Time Since 2020
Meanwhile, please note Tesla’s Deliveries Drop for First Time Since 2020, It’s Demand Not Supply
Tesla’s heydays of surging demand growth for Teslas is over. Competition is increasing and relative demand growth, if not absolute demand growth, is falling.
If Tesla can scale up semi production that would be a big boost. But Elon Musk has been promising 50,000 semis a year, every year for four years and has delivered a grand total of 100.
Tesla has a drought of new products and competition is catching up everywhere. It’s autonomous driving features are an outright joke. More importantly, they are a huge safety risk.
Elon Muck said he would be producing 50,000 EV semis a year. That was in 2017. As of December 21, 2023, the Tesla Semi Fleet Is Almost 100 Trucks
Only 35 Class 8 Truck EV Charging Stations
One of the things holding up use of electric semis is expense. A second is the number of charging stations.
Let’s discuss some of the obvious flaws in Biden’s latest mandates that will require EVs to account for 60% of new urban delivery trucks and 25% of long-haul tractor sales by 2032.
Please note there are 4 Million Semis on the Road, Only 35 Class 8 Truck EV Charging Stations
And Electrek says Tesla’s giga factory is only about 30% complete and Tesla hasn’t expanded the facility for years.
After years, there is finally some movement at the giga factory. Electrek thinks it may be work on a parking lot.
But please take heart. For will produce an all-new electric commercial vehicle for Ford Pro customers beginning mid-decade.
Ford is in line with many others before them already, but in a line that will be accompanied by every single EV Manufacturer in the World, before long…
It’s way past the time for a build-out of an underground hydrocarbon economy. It’s obvious that the west is under the direct control of the Neocons, mother WEFers, and gloBull warming zealots. They will NOT stop with their Great Reset Agenda unless they are physically stopped, as the puppeteers are UNELECTED and hellbent to seize on this last opportunity for totalitarian control before the masses are forced to act out of desperation when the deleveraging commences.
Anyone that studies history understands where we are headed – the break-up of the once-United States. All of the states that have become border states should have already banned together to fund and build the wall. What are the Feds going to do? Why haven’t the Governor’s of these states already acted? Most, if not all, are pretenders (politician’s at heart).
As with all Revolutions, it comes down to the people, who sadly wait until they have nothing left to loose.
the wall will only work when combined with full militarization of border
First Law of Economics: If it was a good idea, I’d already be doing it.
321 Energy: “The Hill reports that Biden’s EPA can justify his new EV rules only by cooking the books.”
“Ford Motor Company said today it is retiming…”
Maybe recessions could be redefined as re-timing economic growth.
Speaking of re-timing, the 99 Cent Only Store announced yesterday it is permanently timing out the company, closing all 371 stores, eliminating some 14,000 jobs.
I wonder if this will effect the timing of Biden’s renewable army. Ukraine and Israel could really use all electric tanks and solar powered bombers right now.
What we need is a workable EVERY MAN’S AUTO:
EV TECH with a tiny Miller Cycle Engine running on Hydrogen that CONSTANTLY re-charges the Drive Battery/Wheels and has a range on Hydrogen Fuel of over 1,000 miles.
Think of TINY 2HP Lawn Mower engine, single cylinder running on that fuel, super quiet and delivered to Consumers at a price point below $20,000.
The Drive batteries can have a range of 500 miles and then re-charge by firing up the Engine.
I have a couple of Black Gum trees, a Ginkgo, several Japanese Maples and a hosta ‘lawn’. No mower.
you mean like the model-T, or the “people’s car” ??
Not so long ago, Biden was congratulating Barra on her success in leading the charge into our EV future. (No mention of Tesla.) Not heard from her lately.
Maybe she’s so far ahead that it’s only the losers playing catch-up that attract our attention.
All derangement Syndromes, all at the same Time:
EV Derangement Syndrome
Copper Shortage Derangement Syndrome
Battery Range Anxiety Derangement Syndrome
“You will have nothing and be happy” Derangement Syndrome
Voting Counts Derangement Syndrome
Politician Promises to be kept (“Trust Me”) Derangement Syndrome
Covid-19 was a Pandemic Derangement Syndrome
Vaccines Will Prevent Covid-19 Derangement Syndrome
Masks Prevent Transmission of Viruses Derangement Syndrome
“We Have a Democracy” Derangement Syndrome
You Can Steal up to $700 and Be Lawful Derangement Syndrome
The Fed Can Steer the Economy and prevent meltdowns Derangement Syndrome
Trump Derangement Syndrome
“Bidenomics” is Working Derangement Syndrome
“Biden is SHARP” Derangement Syndrome
Global Warming Derangement Syndrome
Putin Launched his War on Ukraine for no Reasons Derangement Syndrome
“Russia is losing the Ukraine War” Derangement Syndrome
The USA is Spreading Democracy Around the World Derangement Syndrome
Biden is Going to Do Something about Israel’s Killing Kids Derangement Syndrome
Trump is going to Drain the Swamp this time for SURE Derangement Syndrome
The Democrats and Republicans have Opposite Goals Derangement Syndrome
Republicans are Fiscally Conservative Derangement Syndrome
ABC/CBS/NBC/PBS Deliver the News Derangement Syndrome
I could go on and on but I ran out of ideas. Please add your examples of how America fools itself or Congress THINKS we are not on to them or believe the BULLSHIT
It could be that Ford was losing too much money with every EV they make. Ford is second in EV sales after Tesla and saw their sales of EVs grow by 86% over last year and that rate is continuing this year so you really can’t say that Ford is cutting back because of lackluster sales. Their hybrid sales are up 42% which is less than their EV sales in growth and in numbers. In a nutshell, Ford is de-emphasizing EVs which sell well in order to emphasize Hybrids which sell also but less well. This is probably because they can make money on hybrids and they lose money on EVs which leads me to believe that the EV price war that Tesla initiated did effectively hurt its competition enough for them to pull back from Tesla’s market.
This is what happens when the government tries to ram ill advised policy down everyone’s throats. Ford is complicit In bowing to the regime and collecting tons of government money. They had to know they would fail. “Re-timing” is a comical way of saying we screwed up.
But there is a real cost to all this flip flopping from gas to electric to hybrid. Every change has exponential implications to the supply chain especially for unique parts. It’s hard enough to allocate production to an all gas powered line. It gets even trickier when you throw in an all EV line. Now they have to juggle a third major platform.
The only thing Ford really “re-timed” is their appearance in bankruptcy court and taxpayer funded bailouts.
Problem remains with EV tech. Weight of battery and storage capacity of said battery.
Pound for pound the overwhelming energy source that non electric fuels holds over battery power has not gotten overcome. Secondly, availability of copper as it is going into military weapons along with EV production. Not enough mining capacity accompanied by environmental costs that come with mining.
Hybrid is most likely outcome. Electric for the short-haul in populated areas and ICE for everywhere else.
So how to turn a dime on this idea. There are several new versions of ICE coming on line. Some even burn Hydrogen which if were to become successful would obliterate electric.
There are even engines currently being developed which hold a 30% greater efficiency edge over presently available motors using fossil fuels but they have an emissions compliance problem.
So if one were to look for a speculative play look into these newer engine developing companies. The death of ICE power is prematurely being claimed by financial press.
This makes it a possibly big winner as Big money will not go into these cutting edge companies. Especially with all the Taboos surrounding ICE.
This thought is not suitable for people who can not control their emotions or are willing to do their own due diligence.
Oil will always be the superior vehicle fuel — oil is packed with energy per pound. But it is finite, and the good times dont last. At some point we stop shooting our food and go to the supermarket. 🙂
Well after this mornings NFP.
Government added 71000 jobs
Manufacturing added 0 net jobs
Looks like deficit spending does matter after all.
Doing something with energy use policies just might improve manufacturing.
Nobel Laureate thinking involved here lol.
plenty of oil in ground, the mining & refining permits are finite
Ford is playing catch up to Toyota who wisely embrassed hybrids and shunned EVs.
Unless they bring back the full-sized rear-wheel drive Lincoln Town Car sedan, SCREW Ford & their truck fixation!
I still see quite a few Ford Fusion hybrids on the road.
I remember back in the day that noted analysts described Amazon as just a retailer with warehouses and thus should be valued the same as all the other retailers.
Who should pay for these abandoned oil wells? The rich are skipping out on their responsibility. These oil wells spew methane into the air which is a potent GHG 80 times stronger than co2. People living close to these leaky oil wells get sick. Time to clean up our acts on this.
/thinc
/2024/04/04/in-colorado-oil-oligarchs-offload-orphan-oil-wells-on-taxpayers/
In Colorado: Oil Oligarchs Offload Orphan Oil Wells on Taxpayers
A lawsuit filed in the U.S. state of Colorado hopes to hold an oil and gas company accountable for allegedly transferring ageing oil and gas wells to a separate entity that was designed to go bankrupt, leaving the public saddled with the clean-up costs. Those manoeuvres, the lawsuit states, amounts to a “massive fraud that is, to this day, endangering Coloradans.”
In February, the environmental law charity ClientEarth filed a class action complaint on behalf of a group of landowners in Colorado against HRM Resources. The lawsuit seeks to hold the company accountable for “unlawfully” abandoning 200 wells.
At issue is the seemingly common practice by oil and gas producers of handing off ageing wells to successively smaller entities, until ultimately those wells are abandoned and not cleaned up.
News flash. Not sure of the validity yet.
Tesla scraps plans for low cost EV.
dont get so excited over tiny trace elements. CO2 is cunthair fraction of air, and its NOT a poison.
Ford makes Fuhrer Biden mad.
Grandpa Toyoda was right.
The Ford announcement is good news, but it is a little late and does not go far enough. It suggests Ford management is pretty clueless and just goes with the flow as the wind shifts rather than having much true vision and understanding of this. It seems pretty obvious that aggressive implementation of hybrids and plug in hybrids will get us to 50%+ reduction in automobile GHG emission much faster and cheaper than insisting on full EVs. In addition, available renewable grid power is essentially committed and used. Any additional demand caused when EVs are plugged into the grid for charging results in additional fossil fuel being burned somewhere since there is no reserve capacity of renewable power that is only used when needed.
I have been mentioning this here for over a year now. The new growth area in road transport is PHEV. Which has been happening in China for the last two years. And which is now happening in the US. With a PHEV you can run on electric for short trips and gas for long trips (most can travel 20-40 miles on battery alone). Well over 95% of all trips are less than 20 miles. No range anxiety. Lower emissions than straight ICE. A better alternative to straight EV.
Most EV owners still own an ICE vehicle as well. Why own two vehicles when a single PHEV gives you the best of both worlds.
Ford may have finally clued in that PHEV is the near future. Not EV (though they are wise to not admit it).
Got oil?
Spot on true PD. If im going that direction i want a no worse experience. I could use electric most of the time but have the same range ability for any longer trips.
I run 20-40 miles on gas alone and avoid the extra expense and hazard of a battery.
As will many. Until a time when the advantages of EVs or PHEVs become substantial enough to make people choose them in their own best interest and dump their ICE vehicles. Probably a decade or two away.
In the meantime, got oil?
Up until recently it was called the “Volt” 🙂
Did the Volt provide the substantial advantages that made millions of people dump their ICE and buy a Volt?
Papa you cant have a teutonic change like in American transportation and have it completed by dinnertime and you know that! 🙂
Agreed. Which is why I said it will take a decade or two.
It should be interesting to see what Ford can come up with in the hybrid field.
This can be interpreted as ‘Ford is Phasing Out EVs’
Of course they can’t say that cuz EVs are the future right — and if there is no plan then the share price crashes.
The more EVs are that sold — the closer we get to a complete collapse of the EV industry — and the only EV you will be able to purchase… is a golf cart.
I am forever amused by the EV owner who thinks he is saving the planet — when the power to charge the EV comes from burning fossil fuels… and immense amounts of fossil fuels are burned in the manufacturing process.
I don’t get it? How is this saving the environment????
Said it before and Ill say it again .. at this point, it is idiocy to own a dedicated electric vehicle (runs only and at all times on battery power). Anyone with any engineering sense knows that. Tesla knew that. GM and Ford knew that. How anyone thought you could get this started by going from step 1 directly to step 5 was just plain dumb. You dont have to replace oil. You just have to start weaning yourself off of it .. slowly.
You cannot even wean off oil — because there is no viable alternative.
“Wean” does not imply a 100% cutoff of oil. Planes and trains likely need it forever. There will always be oil and people who have the resources to pay for expensive oil when it comes to that. In the meantime, I look at all the oil/gasoline wasted for “2 minute trips to corner store for cigarettes” and all the other trips we can walk or bicycle. Half of all oil is wasted. High prices solve that problem.
Oil makes everything from your clothes to your meds. And you’ll never be able to live without it. And electric energy isn’t created by magic.
There will be oil forever? Ah my bad – the planet is infinite… resources are infinite.
Let’s move on from that … so if we only operate planes and trains… did you know that around 1/3 of petroleum is not burned (used for fertilizers pesticides plastics etc)
So what is going to power everything else?
Let me pause everyone for thought… with some sobering data:
Replacement of oil by alternative sources
While oil has many other important uses (lubrication, plastics, roadways, roofing) this section considers only its use as an energy source. The CMO is a powerful means of understanding the difficulty of replacing oil energy by other sources. SRI International chemist Ripudaman Malhotra, working with Crane and colleague Ed Kinderman, used it to describe the looming energy crisis in sobering terms.[13] Malhotra illustrates the problem of producing one CMO energy that we currently derive from oil each year from five different alternative sources. Installing capacity to produce 1 CMO per year requires long and significant development.
Allowing fifty years to develop the requisite capacity, 1 CMO of energy per year could be produced by any one of these developments:
4 Three Gorges Dams,[14] developed each year for 50 years, or
52 nuclear power plants,[15] developed each year for 50 years, or
104 coal-fired power plants,[16] developed each year for 50 years, or
32,850 wind turbines,[17][18] developed each year for 50 years, or
91,250,000 rooftop solar photovoltaic panels[19] developed each
year for 50 years
The world consumes approximately 3 CMO annually from all sources. The table [10] shows the small contribution from alternative energies in 2006.
link to en.wikipedia.org