Ford’s $5 billion EV push could be ‘terminal’ for the brand if it fails: analysts
Analysts have warned that Ford’s renewable investment in its electric cars has either to breathe a new life in the money of bleeding from the previous failed efforts, or to be the death of the American Motor brand.
The auto company announced on Monday a $ 5 billion plan to invest in how to manufacture EVS, including two billion dollars to transfer the Luisville Factory, Ki. Ford will also re -produce its production to make its electric cars more affordable, and it targets a medium pickup truck with four doors starting from $ 30,000. The company said that the truck will be available for purchase by 2027, with a larger model starting in 2028.
Basically for the new Ford line of cars at reasonable prices, the new “Universal EV platform”, which can produce high -quality cars with less expensive parts, according to Ford Jim Farley CEO.
“We have tore the mobile collection line that you see here today, and we have reached a completely new concept,” Farley said at the Luisville factory at the Luisville factory on Monday. “This is the most radical redesign of how to manufacture cars since T.”
However, analysts are close to Farley’s noble goals in caution, Ford warns to provide promises to overcome billions of losses from the “E” section. They will have to compete not only with the increasing American competition, but the attention of consumers who were hot and cold for EVS.
“If the vehicles are not resumed because they are EVS luck. “For this reason you need a great product, a great collection, reduce battery cost, and vehicle manufacturing techniques.”
“The challenge is, do you have a great product or not?” He added. “[It’s] It is difficult to be enthusiastic about a car you can not see yet. ”
Ford did not respond immediately luckRequest to comment.
Ford H model challenges
Ford has lost 12 billion dollars from the department since the beginning of 2023, including $ 2.2 billion in the first two quarter of this year. According to Whiston models, the company is on the right path to check 4 billion dollars from its typical E division by the end of the year.
In 2021, Ford announced fees for an electric future, including plans to repair its European business and its commitment to almost completely move on the continent by the end of the contract, in addition to obtaining 50 % of the total sales from EVS by 2030.
Meanwhile, the American general opponent in General Motors benefited from Ford’s misfortunes, as it reported an increase of 111 % in EV sales, which led to cutting himself behind Tesla second in the United States market EV.
Weston said that the sales of General Motors helped, through the expiration of the validity of the horizon to obtain tax credit worth $ 7,500 in the United States, which strengthened the demand for EV, although the appetite for vehicles will probably fade after tax credit at the end of September. However, it has been an account that the exclusion of Tesla, with an overall EV sales increased by 22 % on an annual basis until July 2025. With Cadillac and Hyundai new models, there is decent hope for future demand.
Henry Ford’s vision update
Ford’s answer to previous manufacturing problems is a “assembly tree” on three sides instead of the individual assembly line that was updated by the company’s founder. Roger Attins, founder of EV Consultance Outlook Outlook, launched this new manufacturing method – through three specialized manufacturing lines that eventually converge to one – “it can be said that the first and only departure from Henry Ford’s original vision.” He assumed that through a successful manufacturing plan, Ford could scare its failed promises for half a decade, although the risks are high.
“EV ASi advances, so the strategy five years ago may be disappointed in a completely different global context today,” Atkins said. luck In an email. “If this fails, this may be a brand station.”
Farali said that the company is working to break the courses it faced in the past from “the inactive plants, the stipulated workers, and the red ink.” It is well aware of the risks associated with filling more money in the E form with a little revenue to show it so far.
“We are doing many new things that I cannot tell you with 100 % certainty that everything will go well,” he said.
2025-08-12 17:27:00
