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George Pearkes @peark.es

Ford raising investment in their new EV line *FORD TO INVEST $5 BILLION IN EV PUSH, UP FROM $3 BILLION PRIOR *FORD TO MANUFACTURE $30,000 MIDSIZE EV PICKUP STARTING IN 2027 *FORD PLANS $5B EV INVESTMENT WITH FOCUS ON LOW-COST MODELS

aug 11, 2025, 2:30 pm • 241 25

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Bob0Colo ... 719 @bob0colo.bsky.social

Ford is a bit late to the Show. China will own world markets.

aug 11, 2025, 2:43 pm • 3 0 • view
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Jason Hindle @jasonhindle.bsky.social

China sucks at marketing. Name a brand of theirs with juice…

aug 11, 2025, 5:12 pm • 0 0 • view
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cometsncats.bsky.social @cometsncats.bsky.social

Excited as a share holder and hopefully future EV pickup driver

aug 11, 2025, 5:37 pm • 0 0 • view
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Tracey Ryniec @traceyryniec.bsky.social

Good for them. What the US consumer wants is new models. Can we get a new car, not a truck, with a cool design? Whatever happened to fun cars?

aug 11, 2025, 6:44 pm • 1 0 • view
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George Pearkes @peark.es

More

“This is a Model T moment for the company,” Farley told analysts last month, invoking the car that put Ford on the map a century ago. “We believe the only way to really compete effectively with the Chinese over the globe on EVs is to go and really push ourselves to radically re-engineer and transform our engineering supply chain and manufacturing process.” The push includes a new, $2 billion investment to convert Ford’s factory in Louisville, Kentucky, from producing gasoline-fueled Escape SUVs, a model it is discontinuing, to manufacture the new EV line. The battery-powered models will take 40% less time to build and require 600 fewer workers than the Escape thanks to an efficient design that was led by former Tesla Inc. executive Alan Clarke in what Ford called a skunk-works project in California. The Louisville plant will employ 2,200 hourly workers to build the EV line, down from 2,800, the company said. The new models will have more interior room and advanced features, such as hands-free driving. They will be powered by lower-cost lithium iron phosphate, or LFP, batteries Ford is to begin building next year at a new $3 billion battery plant in Marshall, Michigan, the company said. Despite Ford’s embrace of smaller, more affordable EVs, the automaker is still moving forward with plans for a successor to the F-150 Lightning full-size pickup. The automaker has repeatedly delayed its next generation electric F-Series truck and has now pushed its launch to mid-2028, from late 2027, according to a person familiar with the change.
aug 11, 2025, 2:33 pm • 40 3 • view
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George Pearkes @peark.es

Livestream is touting - multiple-stream assembly instead of one linear assembly line - unicasting of major components - LFP batteries

aug 11, 2025, 2:50 pm • 26 0 • view
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George Pearkes @peark.es

New assembly process: - half of the components - 2/3rds fewer welds - 4k ft less wiring "If we can pull this off, you will never put an instrument panel or a seat through a door again" "This way of assembling a vehicle is the first time anyone in the world has done this"

aug 11, 2025, 2:52 pm • 45 2 • view
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George Pearkes @peark.es

"EVs are the best product by far for the customers we're going after"

aug 11, 2025, 2:53 pm • 54 1 • view
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Jason @peregrine.bsky.social

Wild how this could have been a musk presentation 6 years ago. unicasting, wiring harness reudction, skateboards, fewer components.

aug 11, 2025, 2:56 pm • 9 0 • view
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Jason @peregrine.bsky.social

UAW being there is where this diverges haha

aug 11, 2025, 2:58 pm • 8 0 • view
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Informed Takes @peebsy0.bsky.social

They're playing catch up and we are supposed to celebrate them? 🥳

aug 11, 2025, 2:53 pm • 0 0 • view
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EconReporter @econreporter.bsky.social

i would love a Branco EV

aug 11, 2025, 2:35 pm • 6 0 • view
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garyndunbar.bsky.social @garyndunbar.bsky.social

Farley seems much more aware of how US carmakers are being passed by the Chinese than the GM or Stellantis CEOs

aug 11, 2025, 2:40 pm • 5 0 • view
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George Pearkes @peark.es

yes he's hyper-focused on it

aug 11, 2025, 2:41 pm • 2 0 • view
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Tony Holland @tjholland.com

And built in KY :)

aug 11, 2025, 2:41 pm • 2 0 • view
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Tony Holland @tjholland.com

insideevs.com/news/768601/...

aug 11, 2025, 2:37 pm • 16 5 • view
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tom4okstate.bsky.social @tom4okstate.bsky.social

$30,000 EV pickup

aug 11, 2025, 2:32 pm • 7 0 • view
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George Pearkes @peark.es

Slate is promising an even more aggressive price point!

aug 11, 2025, 2:34 pm • 10 0 • view
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Triple Steak Guy @triplesteakguy.bsky.social

it would be cool but i have no idea how they hit that target when the government revokes the tax incentives

aug 11, 2025, 2:39 pm • 1 0 • view
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Jason Hindle @jasonhindle.bsky.social

Don’t need them for $30k vehicles

aug 11, 2025, 5:11 pm • 0 0 • view
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Aaron @azpenguin.bsky.social

If both companies pull this off Tesla is likely dead.

aug 11, 2025, 3:08 pm • 3 0 • view
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George Pearkes @peark.es

Inshallah

aug 11, 2025, 3:08 pm • 7 0 • view
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Snowden St. @snowden.st

just ran into a guy in northern NM yesterday who said he’s been snagging a bunch of Chevy EV trucks off of fleets for like $50k, about 5000 miles on em. we’re entering the Rad Zone

aug 11, 2025, 2:36 pm • 9 0 • view
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🚥 @blinkinglights.org

Can I buy one from him?

aug 12, 2025, 11:31 am • 1 0 • view
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Ben @haven602.bsky.social

Wow this is a huge turn of direction, they finally read the room and realized they had to do something or get pushed out of the industry

aug 11, 2025, 6:00 pm • 1 0 • view
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Mike Donnelly @mikedonnelly.bsky.social

why aren't they, or rather have they tried to do a 51/49 JV in the USMCA region with one of the ~200 Chinese EV companies?

aug 11, 2025, 2:32 pm • 0 0 • view
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Non-Correlating Stock Ideas @ncsi.bsky.social

Did they clear this with POTUS?

aug 11, 2025, 2:32 pm • 0 0 • view
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austin @aparker.io

i would buy a 30k EV ranger

aug 11, 2025, 2:32 pm • 9 0 • view
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Fresh Slice of Hell @freshslice.bsky.social

Perhaps they smell Tesla blood in the water? Also, how do they feel this will play out with the current admin? 👀 curious your thoughts on that…

aug 12, 2025, 12:30 am • 0 0 • view
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public health guy @publichealthguy1.bsky.social

i’m listening george

aug 11, 2025, 6:17 pm • 1 0 • view
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ellen teapot 🇨🇦🏳️‍⚧️ @ellenteapot.ca

Watching their livestream… Jim Farley is making *huge* promises here

aug 11, 2025, 2:33 pm • 13 1 • view
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George Pearkes @peark.es

He swings for the fences. And is on Bsky! @jimfarley.bsky.social

aug 11, 2025, 2:34 pm • 9 0 • view
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tobioboi.bsky.social @tobioboi.bsky.social

Can't wait for them to get sanctioned by the white house for this or something ridiculous

aug 11, 2025, 2:55 pm • 4 0 • view
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JL @jlwastooshort.bsky.social

As someone who is, I repeatedly confess, largely a not-knower about all this, it's wild to have seen the "companies are walking back their EV plans" takes in the past year when it looked like the ERA incentives might endure, and now flipping to this amidst the... current policy situation

aug 11, 2025, 3:05 pm • 2 0 • view
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George Pearkes @peark.es

Farley is not dumb. And GM has been going full steam on EVs too, albeit from a completely different approach.

aug 11, 2025, 3:08 pm • 7 0 • view
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JL @jlwastooshort.bsky.social

I suppose the explanation is probably something along the lines of, even the reactionary policy backlash can't stop the industry from noticing the onrushing China freight train

aug 11, 2025, 3:10 pm • 6 0 • view