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Ford kills the All-Electric F-150

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Re: Ford kills the All-Electric F-150

#351

Earlier quoted context omitted.

Chevy Volt my beloved

Which wasn't actually an EREV. They wanted it to be, but it was more efficient not to.

BMW i3 is a true EREV and I absolutely love it. Always drives like an electric, but can pound highway miles on gas. Best of both worlds. I hope to never go back to pure one or the other, until battery and/or charging tech leaps forward a ton.

Re: Ford kills the All-Electric F-150

#352

Article says the next F-150 Lightning will be an EREV-style plugin hybrid. Which, if so, makes a lot of sense. EVs are great, but not so much for trucks. I was always bothered about how cars were either supposed to be all electric or all ICE. Working together is the smart way forward.

Remains to be seen if it’s smart - personally I think erev is going to be obsoleted very quickly by batteries getting better and cheaper. You can already buy 1000v 5min charging EVs in china, as well as semi-solid state batteries. And the batteries get cheaper year on year, relentlessly.

EREVs are a way better idea than the lie of PHEVs, but their time in the market is still limited. I wouldn’t be making that bet as an auto manufacturer , unless I had protectionism to hide behind.

Re: Ford kills the All-Electric F-150

#354

Earlier quoted context omitted.

90% of F-150s are daily driver grocery-getters. That was the target for the Lightning, not truck stuff.

Which is odd because this is how they mostly marketed it on release: https://www.youtube.com/watch?v=42BmZ6Rgqkc Also most people I know who use F-150s in the way you describe also typically have two children or more. It's not as if this was a segment that was particularly hard to pin down. They just completely wiffed.

It’s a really bad consumer market right now, and also, we have enough cars.

Re: Ford kills the All-Electric F-150

#355

Earlier quoted context omitted.

I have heard great things about the Rivian trucks. They seem to have rabidly loyal customers, like the Teslas.

>I have heard great things about the Rivian trucks. They seem to have rabidly loyal customers, like the Teslas Dead last... https://www.usatoday.com/story/cars/research/2025/10/24/cons... And have you seen the stories about fender benders? https://www.thedrive.com/news/rivian-r1t-fender-bender-turns... https://axleaddict.com/news/a-small-rivian-r1t-dent-just-cos... https://www.rivianforums.com/forum/threads/7-months-…

Your linked article does say Rivian ranked first in satisfaction, which does support the GP’s “rabidly loyal.”

Re: Ford kills the All-Electric F-150

#356

>Ford expects to record about $19.5 billion in special items with the majority in the fourth quarter. It is believed that this is the largest impairment ever from a company.

In addition to the AOL mentioned elsewhere -

1. GE took a $22B impairment in 2018.

2. Shell took a $22B write down in 2020.

3. ConocoPhillips incurred a $34B impairment in 2009.

Re: Ford kills the All-Electric F-150

#357

Earlier quoted context omitted.

>> they'd at least let in the Chinese manufacturers that are interested in them. China's anti-market tactics in EV/battery supply-chain past 15 years haven't exactly helped promote EVs outside China -- they are now countervailed not only in the US, but also the EU, Canada, Turkiye; even in China-friendly nations, such as Brazil and Russia now are imposing restrictions on Chinese EV imports. Not very realistic.

What anti-market tactics? My understanding is they poured money over the whole market in a way that helped it grow faster, but didn't pick winners and doesn't subsidize the current pricing.

Yeah this is an outdated talking point, because people can’t accept how far ahead Chinese auto are. They now just have a more advanced, innovative & competitive auto industry, with little subsidies.

Re: Ford kills the All-Electric F-150

#358

Earlier quoted context omitted.

The instantaneous torque definitely helps, and EVs are often heavier which helps with stability. But if you're towing anything with significant air resistance (e.g. a boat, a caravan, a big trailer) it kills your range. The general rule of thumb is that it will cut your range in half, which depending on your original max range is ok for some use cases, but unacceptable for others.

My f350 has 600 miles of range empty so it can go 300 towing.

This is exactly the situation. ICE also has a massive range hit as well, it's just easy to put a massive fuel tank in to get a stupid amount of range not towing compared to a battery electric that struggles to get a similar range. When you start with almost 600mi losing half isn't too bad, when it's maybe 300mi on a good day and you cut it in half is just not as usable for that usage.

That said, if it's not the towing but the bed you need, the range but isn't nearly so bad.

Re: Ford kills the All-Electric F-150

#360

The F-150 is in one of the markets I think ev's will take over first (small commercial vehicles) but it just was not the right vehicle to start with. To expensive, even when the tax incentives were still a thing, and Ford suffers from having corrupt dealers taking a large cut on top of that. So you are selling to either the top 5% or bigger businesses. If you are a top 5% buying this you want it to tow your expensive…

Rivians are all over socal. I think there is a lot of demand in certain markets.

See them all the time around the greater Seattle area. The "certain market" is probably lots of extremely well paying jobs.
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