For years all the Tesla haters would talk about how EV competition was coming for Tesla. Now Ford is cancelling the F-150 Lightning and it will be replaced with an extended range hybrid. Ford CEO Jim Farley: “Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.” …
On November 6, 2025, the Wall Street Journal reported that Ford Motor executives are actively discussing the possibility of completely discontinuing production of the all-electric F-150 Lightning pickup truck. Demand has been persistently low. This would mark a dramatic reversal for Ford’s electric vehicle (EV) strategy, which had positioned the Lightning as a flagship product …
Ford year-to-date has around 115–117 recalls as of October 15, 2025. The total vehicles affected year-to-date now exceeds 10 million, with Q3 2025 alone accounting for over 5 million vehicles impacted across Ford’s campaigns—the highest quarterly figure for any manufacturer and representing nearly 60% of all U.S. vehicle recalls in that period. This surge continues …
Ford CEO Jim Farley says Waymo’s approach to self driving makes more sense than Tesla’s. Ford has said it plans to partner with a self-driving software company once the technology is farther along. Ark Invest Brett Winton believes in the negotiations between Ford and Waymo and Ford and Tesla, that Tesla wants Ford to pay …
Tesla Cybertruck Long Range now available for $69,990 before the $7500 tax credit. It has 362 miles of range. – $62,490 (incl. Federal Tax Credit) – 362 mi of range (est.) w/ Soft Tonneau – 6′ x 4′ bed – 7,500 lbs towing capacity This about the price of the F-150 Lightning. The Ford Lightning …
Brian Wang talks to Herbert Ong, Brian White and Nick Gibb about his pick for the first China carmaker to license Tesla FSD. The financial impact of the tax deductible interest on car loans for US made cars and how many more cars Tesla will sell. What will happen with the Tesla share prices ? …
There are now 25% tariffs on everything made in Canada and Mexico and this could increase to 50%. Trump promised to double the tariffs if Canada and Mexico retaliated and they did. There was a 2018 study of proposed tariffs in the 10-25% range. However, cars are now 34% more expensive than in 2018. The …
Tesla will start its inevitable reign as the top selling electric truck in the world starting this week. Joe Tegtmeyer, Gigatexas watcher, reports that Tesla is now making 900-1000 per week. The figure of 1000 per week (aka 4100 per month) is enough to outsell both the Ford F-150 Lightning and the Rivian R1T. The …
Ford is cutting two thirds of the 2,100 workers at its Rouge electric Vehicle Center next week. Ford will cut 1,400 of those workers in various ways. 700 will move to the Michigan Assembly Plant and the other 700 being given the option of accepting a reassignment somewhere in Southeast Michigan or taking the $50,000 …
Joe Tegtmeyer performs drone flyovers of the Tesla Gigatexas factory and he reports that Tesla Cybertruck production is nearing 900-1000 per week. This is after launching deliveries five months ago in November, 2023. Tesla will likely outproduce and outsell both the Ford F150 Lightning and the combined Rivian SUV and Rivian Truck starting in April …
Ford has cut back its F150 Lightning electric truck sales target in 2024 from 160,000 to about 80,000. It is estimated that Ford loses $36,000 to 60,000 USD on every EV it sells. The scaled back plans would reduce annual losses in the EV division by $2.5 to 5 billion. Ford has also postponed about …