Ford Blue will be spun off ala Visteon, Delco, etc. This includes engine plants, transmission plants with no future EV products, ICE PD, and anything else attached to these ICE products. The pension obligation moves with the personnel and this entity is sold either publicly or privately, with Ford keeping a large stake (which can be sold off completely later on). This could be the reason that the splitting of the company was announced a couple months ago. This scenario will allow Ford to be fully EV quickly and simply buy the legacy powertrains during the transition. Wall St. Would love it. Just my thoughts about how it could unfold. No sources for this… just one man speculating.
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@2ogz that day is near. We took a summer cross country road trip. Once you get out of Michigan- parking lot surveys shows RAM far exceeds F150, especially with newer trucks. In Colorado Tundra was the clear winner. The F150 only seemed to have a good showing in densely populated urban areas. For example a fair number of F150s in Kansas City proper, but dwindling numbers in more rural areas.
That indicates that people who need a truck are buying RAM, people who want a truck (status or what have you) are buying F150. The needs are a reliable source of revenue, the wants are a fickle source of revenue.
The honeymoon ends when the RAM or TUNDRA exceed in sales. Ford loyalists are also fed up of the quality issues. My family and friends no longer ask me for the AtoZ plan discount.
Blue/modelE split does not exist in body. You cannot spin off. Too much overlap.
If they spin Blue off, Model e will go bankrupt in 3 years.
They would have a runaway hit with the Maverick if it is quality and reliable. But no lets focus on Lightning F150 and MachE, software and subscriptions instead of producing what the silent majority wants.
I just don’t understand if f150 really is that of a success, why can’t ford make other cars like it…take benefit of this success. Why does ford take huge losses on almost every other vehicle besides the f150.
The level of “green-washing” and EV hype is at insane levels.
There is a good YouTube interview https://youtu.be/bfYLvYfgB6E
Sometimes I think the “fly-over” areas of the country are the only ones with their heads screwed on straight. Little ole Kansas quietly produces twice the energy they need (wind farms + nuclear), exporting the surplus to neighboring states.
Little ole Kansas recently in the news for protecting rights the Supreme Court overturned. Rather doubt that EVs will be big sellers in primarily rural
“Fly-over” area. Rather doubt that “fly-over” areas are down with funding fake green adventures
Ford Blue cannot be spun off. F150/ F250 / etc pays the lights bill. F150 pays all the bills. F150 PAYS YOUR SALARY.
If Ford did not have the reputation of F150 it would not even exist. It is the modern day Model T, a version for everyone, that people trust ( as of now). Why Ford pumps it up to a $65,000 average sticker is either greed or stupidity in the long run, or both. With no F150 Blue there is no Ford Mo Co and all the disgraceful Mustang named BEVS or Lincoln 'power of sanctuary' BEVS with their dirty power sources will not change that or ever fill the company coffers. Call me a curmudgeon, but 35 years in the industry can bring some insight.
Post ID: @1liy+1i4Q2da4
Right on.
@xxo, I agree on your assessment from a rational POV. Problem is that I don't think the push being forced by governments to EV is actually about "clean" or "green". Many signs point to it being about creating a tool that can be used to ensure "desirable" behaviors. Accused or suspected of a crime, there goes your ability to charge your vehicle. Complain about about your local officials steering contracts to associates a little too loudly or often, there goes your ability to charge your vehicle. Too many citizens protesting, there goes all the charging for the whole town. Hurricane, tornado, earthquake, etc better hope that you had a good charge before it happened since no one can loan you "a couple gallons of electricity" to get you out of the disaster area.
What about the 3,000+ dealers. With heary truck and Ford tractor the were sold to an OEM with dealers. Rumor has been Volkswagen?
xxo+1i4Q2da4
A thousand "up votes for your post".
dont laugh, they spun off the heavy truck division that made the big ones in '97 ...
for peanuts too. $200M? even if inflation adjusted...wow
things that you never think could happen...sometimes happen
https://www.nytimes.com/1997/02/20/business/ford-agrees-to-sell-heavy-truck-business.html
The Ford Motor Company agreed today to sell its heavy-duty truck business to the Freightliner Corporation, a unit of Daimler-Benz A.G., in a move that would allow Ford to shed a money-losing business and Freightliner to increase its market share in the United States.
Terms of the deal were not disclosed. Analysts estimated the price at about $200 million
Spin off the truck and commercial? Put down the crack pipe
Your basic assumption is wrong.
Unless electrical grids globally use renewal energy, PHEV and BEV are dirtier than HEV and ICE. BEV is not a good solution if the energy source of the power station is dirty. Environmentally, at present, only a small number of US states benefit from BEV. Globally, some countries do not plan to phase out coal firing plants. Coal is cheap. Coal is also a mean to insure energy stability in case 70s oil embargo or alike reoccurs. It is their national security. ICE is dirty but BEV can only be conditionally clean.
If you don't sell any vehicle with ICE contents, other OEMs will and they are NOT "destroying" the earth by doing so. At the end (after all the BEV hot air cools down), you will continue to sell vehicles with ICE contents. Talk nicely to your ICE colleague. They are the reason you get paid today and down the future.