Big Ford EV Announcement Coming Aug 11th

[RBT]

I am not smart enough to know what the future holds but if I were a Ford shareholder I would be concerned that they are sticking with EVs when much of the business case (ie the support in the form of the IRA and various tax credits) has been removed. I would think hybrids are a safer bet but at the same time I understand that it may be a hard segment to crack given Toyota’s domination of it and the low cost EV may be a big hit in foreign markets.

Again time will tell. Would be nice if the politicians could figure out a way to compromise a bit so business does not have the rug pulled out from under it every four years.

 

[SC Maintenance]

I am not smart enough to know what the future holds but if I were a Ford shareholder I would be concerned that they are sticking with EVs when much of the business case (ie the support in the form of the IRA and various tax credits) has been removed. I would think hybrids are a safer bet but at the same time I understand that it may be a hard segment to crack given Toyota’s domination of it and the low cost EV may be a big hit in foreign markets.

Again time will tell. Would be nice if the politicians could figure out a way to compromise a bit so business does not have the rug pulled out from under it every four years.

You might be right but Ford is sort of between a rock and hard place in that they spent all that money on developing EV's a couple years ago, so for them to pull up stakes at this point might be bridge too far.

Ford swapped their engine tech research for Toyota's hybrid research, which I thought was genius. Then Ford failed to really capitalize on it to any great extent seemingly?

As for the rug pull, the rebates were supposed to expire, and got extended during the pandemic spending spree. So the re-up was sort of a rug pull on all those that expected the old laws to stand. If you sit around waiting for government money to save you then you have coming whatever you get IMHO.

 

[walterjay]

My home was built to allow an attatched garage. When I put my garage in I built it detatched about 50' away just to avoid a possible house fire. I would never have any kind of vehicle just below my bedroom.

 

[jghall00]

I am not smart enough to know what the future holds but if I were a Ford shareholder I would be concerned that they are sticking with EVs when much of the business case (ie the support in the form of the IRA and various tax credits) has been removed. I would think hybrids are a safer bet but at the same time I understand that it may be a hard segment to crack given Toyota’s domination of it and the low cost EV may be a big hit in foreign markets.

Ford can still sell hybrids. Hybrids use batteries and electric motors as well. Some of the scale-up for electrification will benefit hybrid powertrains as well. But EVs will continue to penetrate the market and Ford can't cede this market to competitors. It also needs to learn how to manufacturer EVs profitably. Ford is already losing foreign markets to cheaper Chinese competition.

The IRA did not create the new EV credit incentive. In fact, it made it more restrictive with battery sourcing rules, income caps, and MSRP caps. It was intended to drive EV demand to help manufacturers achieve the scale needed to attain profitability. Trump has not-invented-here syndrome.

Some credits survived the One Big Beautiful Bill (dumbest name ever). Specifically, Section 45X provides production credits for battery cell and module manufacturers, as well critical mineral producers.

 

[GrumpyCat]

So he cant see the EV?
Modern systems will be able to see he electronic "signature" My electric utility breaks down my electric bill into what devices use how much energy.

When car charges it draws 9.6kW with a power factor of 1. Heat strips on my heat pump are also 10kW and power factor of 1. As does stove and oven. Is not as if I have a Supercharger drawing 250kW + losses.

But the key is this. He says your raw data looks like a heat pump so he would assume that you have two heat pumps?

New house has two heat pumps.

 

[loneryder]

Why do you think I said you said hydrogen was viable?

The electric infrastructure is 50% underutilized at night.

The hydrogen infrastructure is a politician's wet dream. He can't wait to start spending money. Doesn't care what the money goes for.

As long as he gets some back. There I completed your sentence for you.

 

[GrumpyCat]

The power of one example. I have my phone charging inside like everyone else, why don’t I put it on a concrete slab 50 feet away from the house?

"Doom and gloom! EV batteries are going to burn entire cities to the ground! Lets abandon batteries and go all-in on hydrogen!"

 

[loneryder]

Yes I could have been more specific. We haven’t increased electricity production in 30 years. Our big issue is overall electricity production - for AI, for industrial reshoring if we’re going to do that. And for EV if we’re going to do that. Sounds like a big lift.

Also the only short term fix is likely natural gas. Gas is virtually free currently because we have more than we can use. That price will change when we start using it. Europe pays 6X more for nat gas than we do.

There is an ongoing controversy right now in eastern WV. They want to install a new path of transmission lines from Pa, thru WV and MD into Northern Va for all their data centers. They are sticking them up everywhere. Even next to expensive neighborhoods. People and landowners are fighting it but we all know they will lose. Search it to find out more.