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Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

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Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#31

Earlier quoted context omitted.

> It's safe to assume Ford is 3 years behind Tesla How is this safe to assume?

Ford has the numbers Tesla did in 2020.

Pace of growth is what's important now. I'll look for the numbers but I would guess that Ford is reaching early milestones quicker than Tesla. Not a knock on Tesla, just that it's a different market now.

Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#32
post #27

Earlier quoted context omitted.

Never going to happen. That will require an Act of Congress, and Congress cant agree on what color the sky is. Even if it did, it will be marred with all kinds of overreach ripe for judical review and delay, even if it got past the court challenges, it would be subject to reversal when the power inevitably shifts again... If Ford is "bet the company" based on some kind of need for Federal Action (which would be very…

> The Inflation Reduction Act of 2022 (Public Law 117-169) amended the Qualified Plug-in Electric Drive Motor Vehicle Credit (IRC 30D), now known as the Clean Vehicle Credit, and added a new requirement for final assembly in North America that took effect on August 17, 2022. For new electric, fuel cell electric, and plug-in hybrid electric vehicles acquired, delivered, and placed in service after August 16, 2022, thi…

None of that is a mandate. (nor does it reduce inflation)

Also calling it "bipartisan" is also a stretch

>California (which by all accounts sets national car standards)

no. they do not...

Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#33
post #3

Combined with the investments in Tennessee, Kentucky, and Michigan, this is "bet the company" levels of investment. I pray for Ford's sake they picked the right horse (vis-à-vis, e.g., hydrogen or ammonia).

I see very little evidence that hydrogen or ammonia powered cars have anywhere near the probability of success that battery electric cars do, for a number of reasons.

If anything, companies like Ford are taking the pragmatic approach, while Toyota has wasted years with their idiotic stubbornness towards pushing hydrogen fuel cells.

Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#34

Earlier quoted context omitted.

Never going to happen. That will require an Act of Congress, and Congress cant agree on what color the sky is. Even if it did, it will be marred with all kinds of overreach ripe for judical review and delay, even if it got past the court challenges, it would be subject to reversal when the power inevitably shifts again... If Ford is "bet the company" based on some kind of need for Federal Action (which would be very…

EV rebates got bundled into the Inflation Reduction Act and passed last year. The Act of Congress has already happened. Further encouragements to go electric will happen through the EPA who already have the congressional authority to regulate tailpipes. Anything they do will be challenged in court, but if they can get it through the courts they can do a lot without an Act of Congress.

I did not realize a Tax Credit, that also has a TON of strings attached that as it phases into more protectionism fewer and fewer EV's will be able to quality for, and it at odds with other Environmental / Climate protections (like the requirement that Lithium some from approved NA vendors, but then disallowing new Lithium manufacturing in the US) is now a Mandate the produce EV's

The claim I responded to was that Congress was going to Mandate the production of EV's, not that congress was going to pass a terrible protectionist law that provide weak credits for EV's....

very very different things

Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#35
post #24
post #3

Combined with the investments in Tennessee, Kentucky, and Michigan, this is "bet the company" levels of investment. I pray for Ford's sake they picked the right horse (vis-à-vis, e.g., hydrogen or ammonia).

Electric cars have something that previous "green" vehicles never had: rapid acceleration. EVs are downright fun to drive. Sure they don't have the handling of a lightweight Porsche, but being able to walk a Mustang GT with an F-150 lightning on the highway drag race is something all the "truck guys" can brag about. That's a very important selling factor, especially from a test-drive perspective. The biggest hurdle i…

Sorry, but that is the dumbest take I ever read.

Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#36
post #24

Earlier quoted context omitted.

Electric cars have something that previous "green" vehicles never had: rapid acceleration. EVs are downright fun to drive. Sure they don't have the handling of a lightweight Porsche, but being able to walk a Mustang GT with an F-150 lightning on the highway drag race is something all the "truck guys" can brag about. That's a very important selling factor, especially from a test-drive perspective. The biggest hurdle i…

Sorry, but that is the dumbest take I ever read.

[dead]

Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#37
post #3

Combined with the investments in Tennessee, Kentucky, and Michigan, this is "bet the company" levels of investment. I pray for Ford's sake they picked the right horse (vis-à-vis, e.g., hydrogen or ammonia).

Its a regulatory bet, not an engineering one. The West is making a civilizational bet on EVs so it's not Ford that loses the bet, its the entire West.

From a technical POV, I disagree with the bet. I think hybridization of ICE while transitioning to CNG+1%NH3 fuel (to have very high compression engines) makes a lot more sense.

Afterall, if you can make an ICE match an electrical power plant's carbon emissions, electric cars make very little sense in the short to mid term (until the marginal power is guaranteed to be sustainable).

EDIT:

A lot of comments so this would be my (preferred) solution. An hybrid ICE that:

- is like the Chevy Volt or Prius

- like the Mazda and Prius, runs on the miller cycle

- like a diesel has 20:1 compression. Knock and NOx considerations follow.

- like diesels has ureas/ammonia injection for NOx from high compression.

- like cars in the third world, runs on CNG (120 octane, high energy to carbon density)

- is sized for average power, not peak power, so when it runs, it runs at full open throttle.

All the bits Ive described exist already but no single car adopts them all.

Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#38
post #26
post #22

Earlier quoted context omitted.

This is technically true but they sort won in a prisoners dilemma type situation. Had no auto makers been bailed out, the shared suppliers may have all folded causing Ford to go under. So while they didn't take any direct money, the bailouts kept their upstream suppliers afloat. Ford also benefits from high import tariffs on foreign built trucks, a tariff basically designed to protect the F-150. If you check subsidy…

> Ford also benefits from high import tariffs on foreign built trucks, a tariff basically designed to protect the F-150. Protect it from GM, Toyota, Rivian whom builds their Trucks in America? No American truck buyer wants a Mitsubishi or Hyundai truck. Full stop.

Rivian didn't exist, and Toyota didn't enter the US market until a year after the tariff and didn't build trucks for the US market then. Sure GM builds trucks too and benefits, but it was basically designed as a giveaway to Ford while keeping VW light trucks out of the US market in retaliation for Germany tariffs on chicken.

> No American truck buyer wants a Mitsubishi or Hyundai truck. Full stop.

Then why maintain a tariff from 1964 designed by the Johnson administration?

Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#39
post #22

Earlier quoted context omitted.

This is technically true but they sort won in a prisoners dilemma type situation. Had no auto makers been bailed out, the shared suppliers may have all folded causing Ford to go under. So while they didn't take any direct money, the bailouts kept their upstream suppliers afloat. Ford also benefits from high import tariffs on foreign built trucks, a tariff basically designed to protect the F-150. If you check subsidy…

Tax credits are not bailouts.

Money is fungible and government handouts are government handouts. Moreover, many of those subsidies are in the form of bonds, low interest loans, and so on not just tax credits.

Re: Ford to spend $1.3B to transform Canada factory into EV manufacturing hub

#40
post #24

Earlier quoted context omitted.

Electric cars have something that previous "green" vehicles never had: rapid acceleration. EVs are downright fun to drive. Sure they don't have the handling of a lightweight Porsche, but being able to walk a Mustang GT with an F-150 lightning on the highway drag race is something all the "truck guys" can brag about. That's a very important selling factor, especially from a test-drive perspective. The biggest hurdle i…

Sorry, but that is the dumbest take I ever read.

Look at how many people at unenthused with EVs because they don't make loud noises. If they couldn't at least also go faster...
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