101 Comments

This is what Ford should have done from the start. All the benefits of an EV but has a backup generator using a gas engine. This is something consumers actually might want. https://www.youtube.com/watch?v=uxlmjEvaT34

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Would be interesting to know how German manufacturers are doing in relation to this.

Anyone got some numbers?

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The thing missing from the article is why? Why are they losing money? Clearly they are expensive to produce, more so than a gasoline engine, but gas has had a 100 year head start on production economies of scale. Was there no provision in their calculations for this? Knee jerk reactions rarely make for good policy decisions. Just say'n.

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I think the EV haters (and EV lovers) have missed the point: cars are bad for the environment no matter how they’re fueled, and Americans drive them far too much.

For a better economy, environment, and for better public health, the US needs to invest heavily in rail and bike lanes, and stop subsidizing cars.

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There are no day-to-day benefits with an EV. You have a charging net with meshes so big you couldn’t catch the biggest whale on earth. Plus. Charging takes forever compared to a ICE. You have to “plan” everything and that feels like budgeting - people hate that because it’s inconvenient and therefore people don’t buy. Plus. They are (due to the produced quantities) too expensive. It’s a global phenomenon because it’s a global lack of market economy behavior blinded by ideology and that never worked.

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Brings me joy to see EVs fail :)

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The reporting of EV demand being a trainwreck disingenuously misses the mark. Sure, demand has waned, but for only a handful of reasons - chief among them, cost. Most EV manufactures still haven't reached economies of scale in their manufacturing process. Additionally, they haven't yet transitioned to the various solid state battery technologies that are infinitely less expensive. But, most of all they haven't changed their approach to manufacturing an EV vehicle and are still applying old school methods, including unionized labor and greedy dealership distribution to an entirely new school business model potential. The EV obviates so many unnecessary systems otherwise in ICE vehicles that the cost of an equivalent EV should be roughly only a third of its ICE counterpart. Did you get that? One third the cost!! A) EV chasis blanks. B) Fittable body-unit options. C) Control software. That it, folks! To standardize EV manufacturing is far easier than with ICE vehicle manufacturing. Next whittle out the costs of unionized labor and convert fully to AI/robotic assembly, which translates to savings of payroll, benefits, sicktime/downtime and vastly increased productivity. Finally, whittle out unnecessary middle markup by adopting a direct distribution model.

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1) CEO Jim Farley might consider changing his name to Chris

2) Farley might consider giving away 72,000 nicely equipped F-150's this year and just call it a day.

3) A change is a comin'. And right soon.

Great job, Robert!

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The Alberta Oil Sands lost billions in trying g different methods and was decade before it had a product saleable, and then lost money until hired the rightftype of manager, a miner vs a driller.

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This is a resilience and endurance test for investors.

Lets see how long they hang in there before calling for Farley's head, or simply taking their money ( what's left of it ) and heading for the hills, to find somebody who builds rolling coal burners that at least make a profit.

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I was a teenager in SE Michigan in the 1980s when Toyota beat Detroit at its own game. They're going to do it again.

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Thanks, I'll check it out. I didn't know Decouple was still active. I subscribed a few years ago, then got a message they were suspending and haven't heard from them since.

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Huh? Nuclear supplies baseload. In fact it's almost ideal for baseload. What "thing" is baseload that nuclear can't take care of? The baseload requirement is usually not 100%, which is why it's called baseload. Nuclear power is not very dispatchable so you don't want it generating at times of low demand such as the wee hours of the morning in a typical metropolitan setting when you might just have to dump energy off the grid that can't be used. AFAIK when you ramp reactors up and down it makes them less efficient. 100% baseload might be necessary for a data center where servers have to be working continuously 24-7--a great place for a small reactor--but not in most other circumstances. Most data centers have backup diesel or gas generators for power outages when they might have to meet all the demand for a period of time--at that time are they baseload generators?

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Where is BLM when it matters? Clearly Electric cars are RACIST. I can't believe 87% of the owners are white. That is sooo RACIST. Brandon must immediately create a program to give free EV's to all people of color so that they can also enjoy owning an EV and not being able to charge it, or start it in cold weather, or try to afford a new battery, please Brandon share the ownership misery with all.

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Perhaps this explains why a new pickup is $70,000 luxury item - the companies are “profitable” as a whole this year, so one side of the business (light and heavy duty trucks) is subsidizing another division - EVs.

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The EV market is bit like the MSM...a walking corpse. Keep doubling down though boys and girls and we'll get the popcorn out.

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