First I wish everyone at Ford well, and if cuts occur that all land on their feet.
I'm a ge---r class career long engineer that transitioned to managing talent mid career. I've been involved with outsourcing and it's middling results, and I have long been an advocate for internal career development. I've lived through the slogans and the trends, in the end people are everything. Read on.
What is always undervalued is the value of experience. I've seen it happen again and again. Oddly the C-Suite values experience and seems to think that's the only place it really matters. Well, history pretty clearly shows that they've got it backwards. It's easy to make money and drive dividends in an up market, Anybody can do that.
In a history making time involving depletion driven fuel alternates, we're talking about real change. Some in the mobility sector will get this wrong and mercilessly be dispatched to obscurity, some will get it right and preserve their role. Don't get me wrong - depletion in a pretty slow decline and eventual economic reality that will force alternative fuels in the next 20 years... the sky isn't falling, but take notice - change is a part of life and this is no different.
Intelligent, creative, tenacious and nimble employees in the entire company from top to bottom are what you need. Failure to establish that culture - well that's on management - or mismanagement. 100%.
I see Ford as having its future tied to the successful navigation of these historically unusual times. In the end the people with those traits mentioned above matter a whole lot, they are priceless. Simply out sourcing to a cheaper labor rate is beyond stupid, because this time things are different and I sincerely hope that's not the idea. But then again, if the C-Suite and the major stock holders don't have those attributes it's anybodies guess as to if luck will become the default determining factor on staying around.