Ford Market News

[RoadwayR]

Story I was told was there was an underhood heat problem.

[Red Horse]

On 7/28/2025 at 11:18 PM, RoadwayR said:

Story I was told was there was an underhood heat problem.

Correct.  I was told that by a commercial truck Ford guy.  My comment was .."and the 6.7 Power Stroke doesn't generate a lot of heat".  an absolute bullshit excuse IMO.  Think of the west coast volume they would gain.

[RoadwayR]

Ford 'heavy truck' (what they consider the F-650 and 750 to be) sales are down yet again for the month of July.  That's 9% for the month and over 15% for the year, and equates to less than a 1000 units/month.  Maybe a reason Ford doesn't want to put any money in the line? 

[kscarbel2]

On 8/5/2025 at 11:47 PM, RoadwayR said:

Ford 'heavy truck' (what they consider the F-650 and 750 to be) sales are down yet again for the month of July.  That's 9% for the month and over 15% for the year, and equates to less than a 1000 units/month.  Maybe a reason Ford doesn't want to put any money in the line? 

Just drove back from the west coast. I saw late model Ford mediums everywhere. I even inspected a new F-650 at a Ford Pro location. They have that truck's engineering down to a science. Best bang for the buck in medium.

[RoadwayR]

On 8/6/2025 at 6:45 AM, kscarbel2 said:

Just drove back from the west coast. I saw late model Ford mediums everywhere. I even inspected a new F-650 at a Ford Pro location. They have that truck's engineering down to a science. Best bank for the buck in medium.

For sure the 650/750 is the perfect truck for certain operators, like municipalities and utilities that can get by with a basic spec. medium duty.  Anyone a requirement for severe service, high mileage (diesel), special equipment options or a complicated upfit would be best served by International, Freightliner, or Mack.  I am in So. Cal., and the 650/750 were strong sellers up until the last few years, but since the 6.7L Powerstroke is no longer CARB compliant you hardly see new ones.  Galpin Ford, the nation's second largest Ford dealer, has 2 650's (both leftover 2024's) currently in stock, my local Ford Pro dealer doesn't have any 650's or 750's.  With 650/750 sales being what they are today and knowing Ford, I am a little surprised these trucks are still around.  It's not like they share a platform with any other Ford.  Ford Pro seems to be all about the Transit, I wish Ford would once again get serious about 'real' commercial trucks.            

Edited August 8 by RoadwayR

[67RModel]

8 hours ago, RoadwayR said:

but since the 6.7L Powerstroke is no longer CARB compliant you hardly see new ones. 

To be clear the Powerstorke is 100% CARB compliant and the diesel powered F650/750 is 100% legal to be sold in CA. Ford voluntarily made the decision to cease sales of diesel powered 19,500+ GVW vehicles. Ford also disbanded from the Truck and Engine Manufacturers Association (EMA) when is started lobbying for less stringent heavy dudty diesel emissions standards.

Certain Ford Super Duty trucks no longer available for sale in California - RV Travel

Ford Excludes More Super Duty Diesel Sales In California - CarsDirect

"A Ford dealer bulletin has surfaced that warns the “Blue Oval” truck builder is shutting off supply of certain Super Duty trucks in California. It’s all centered on Golden State emissions issues. The Super Duty shutdown is Ford’s decision—not something that California cooked up."

[james j neiweem]

I believe this is part of the globalist agenda to continue crippling the manufacturing ownership business in this country. IH to VW- Mack/Brockway to Volvo-Freightliner and W Star to Daimler-Detroit to Daimler. Dodge gone. Ford heavy gone. GM heavy and medium gone. White and its's acquisitions gone. Ford medium slip slidin away. Paccar, Cat, Cummins, Allison and Deere should be wary, they may be next. There are many other examples of US heavy industry that are gone such Westinghouse Nuclear to Canada, Westinghouse non nuclear to Siemans, GE Nuclear merged with Hitachi. President Trump is bringing back manufacturing to the US however most of these manufacturing businesses are owned by Europe, Canada and Japan. China and India to a lessor extent. These foreign manufacturers investing in our country own the land, building facilities and equipment needed for manufacturing. We do realize jobs in the process but we are like slaves to the foreign companies.

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[RoadwayR]

7 hours ago, 67RModel said:

To be clear the Powerstorke is 100% CARB compliant and the diesel powered F650/750 is 100% legal to be sold in CA. Ford voluntarily made the decision to cease sales of diesel powered 19,500+ GVW vehicles. Ford also disbanded from the Truck and Engine Manufacturers Association (EMA) when is started lobbying for less stringent heavy dudty diesel emissions standards.

Certain Ford Super Duty trucks no longer available for sale in California - RV Travel

Ford Excludes More Super Duty Diesel Sales In California - CarsDirect

"A Ford dealer bulletin has surfaced that warns the “Blue Oval” truck builder is shutting off supply of certain Super Duty trucks in California. It’s all centered on Golden State emissions issues. The Super Duty shutdown is Ford’s decision—not something that California cooked up."

Thank you for that.  Technically even if the engine meets CARB regulations but the manufacturer does not certify the engine with CARB then it isn't compliant and can't be sold in California.  I would like to see the emissions label on a new Powerstroke powered F-650, I suspect it says Federal EPA only.

I have to say I think that's a really bad decision on Ford's part.  Ford is claiming the move will improve the 'overall environmental performance of our fleet' which seems a rather dubious reason.  Of course it's in compliance with heavy duty NOx standards, diesels create a lot more NOx than gas engines so if you don't sell any diesels it will be easier to comply with NOx standards.

Not sure what Ford is trying to prove here.  They broke ranks with the EMA and seem to be falling over backwards to please CARB at the expense of truck sales and their dealers.  And this is in light of the fact that as 67RModel stated the Ford trucks CAN comply with CARB regulations.  Crazy!

Regardless of what side of the political fence you are on you have to admit CARB, or at least their ability to create their own vehicle emission standards, could very well come to an end soon.  

  

   

 

 

   

Edited August 8 by RoadwayR

[kscarbel2]

On 8/7/2025 at 11:59 PM, RoadwayR said:

For sure the 650/750 is the perfect truck for certain operators, like municipalities and utilities that can get by with a basic spec. medium duty.  Anyone a requirement for severe service, high mileage (diesel), special equipment options or a complicated upfit would be best served by International, Freightliner, or Mack.  I am in So. Cal., and the 650/750 were strong sellers up until the last few years, but since the 6.7L Powerstroke is no longer CARB compliant you hardly see new ones.  Galpin Ford, the nation's second largest Ford dealer, has 2 650's (both leftover 2024's) currently in stock, my local Ford Pro dealer doesn't have any 650's or 750's.  With 650/750 sales being what they are today and knowing Ford, I am a little surprised these trucks are still around.  It's not like they share a platform with any other Ford.  Ford Pro seems to be all about the Transit, I wish Ford would once again get serious about 'real' commercial trucks.            

Agreed! Ford Pro is not focused on "real" commercial trucks.

[mowerman]

they also seem to lose interest in cars since everybody wants to pick up trucks and SUVs these days I think that’s where all their focus is I personally own three of them, F150 Mustang and an explorer

[kscarbel2]

Ford terminates pure-electric Lightning F-150. It will become a plug-in hybrid.

Also, the Econoline is presumably dead as a new, affordable commercial van will launch with gas and hybrid models at Ohio Assembly Plant (OAP/Avon Lake) where it is produced. It will be interesting how the RV industry which relies on E-Series cutaways is effected.

A "new, affordable commercial van". Like the paid for many times over E-Series wasn't affordable? I wonder what Ford is planning that is cheaper to build than the Kansas City-built Transit.

No mention on the future of Ford F-650/750 medium producton at OAP.

The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids, and high-margin opportunities like our new battery energy storage business.

Ford will convert its Tennessee Electric Vehicle Center into the Tennessee Truck Plant, where it will build new gas-powered Ford truck models in 2029.

Ford’s Ohio Assembly Plant will become a “central hub” for Ford Pro, assembling a new gas and hybrid commercial van in 2029 (replacing a planned EV van), and Super Duty truck chassis cabs.

https://www.autonews.com/ford/an-ford-ev-pivot-lightning-death-1215/

https://www.caranddriver.com/news/a69732327/ford-ev-hybrid-large-vehicles-strategy/

https://www.caranddriver.com/news/a69731971/ford-f-150-lightning-gains-gas-engine/

[mowerman]

i mentioned before,,,,theres only so many people that want them,,,,like a swimming pool or a welder,,,,not everyone needs them,,,,a few hundred miles from here,,,they were offering no down no interest on all thier ford EVs,,,just to get rid of them,,,,i dont know what some of these designers are thinking,,,,,

[kscarbel2]

6 minutes ago, mowerman said:

i mentioned before,,,,theres only so many people that want them,,,,like a swimming pool or a welder,,,,not everyone needs them,,,,a few hundred miles from here,,,they were offering no down no interest on all thier ford EVs,,,just to get rid of them,,,,i dont know what some of these designers are thinking,,,,,

Salesmen told me they were giving away the Mustang Mach-E's.

[mowerman]

i think thier pretty neat,,,,,i dont see a whole lot of them here,,,,and the mrs thinks thier hideous lol

[mowerman]

we have friends with a new jeep wrangler 4 door hybred,,,and the ole  man was just telling me the other day,,,,he doesnt sleep well lately account hes worried about something catching fire on that thing i dont know if they have a recall issue,,,,he didnt say,,,,that sucks

[kscarbel2]

45 minutes ago, mowerman said:

we have friends with a new jeep wrangler 4 door hybred,,,and the ole  man was just telling me the other day,,,,he doesnt sleep well lately account hes worried about something catching fire on that thing i dont know if they have a recall issue,,,,he didnt say,,,,that sucks

I get why some people buy hybrids. The latest Prius actually looks good. But I'd never buy a Bronco nor a Jeep with a hybrid powertrain because I feel it's an unsuitable application. 

Jim Farley said the Super-Duty would never be a hybrid. Rather, he said Ford was considering a fuel cell. I wonder if that has all changed.

[mowerman]

we.ll be looking at a new vehicle soon,,,,either exploror or F150,,,,frankly im not interested in any hybred,,,,its bad enought they already have way too much electrics on them as it is,,,,ive heard of the fuel cell.....i dont know anything about it other than that,,,bob

[mowerman]

lol yes ive noticed lotsa imports lately have been offering much better body  lines,,,than in the past,,,,prius ,,,i wouldnt even except one as a rental car in the past lol

[kscarbel2]

That a shame. The Ranger Super-Duty is a looker.

https://www.caranddriver.com/news/a69713756/ford-ranger-phev-super-duty-not-coming-to-america/

[mowerman]

yeah they look alot like the maverick,,,we were considering one,,,but we decided the bed is a bit too small,,bob

[bulldogboy]

Wow, last summer my fire department purchased four new 2025 Ford F-150 "Lightning" electric pickups for the Fire Marshal's office. I guess they won't be buying any more.

[kscarbel2]

Ford is getting into battery energy storage. Using its battery plants in Kentucky and Michigan, Ford will build large-scale LFP-based storage systems for data centers, utilities, and industrial customers.

Production is set to start in 2027, with up to 20 GWh of annual capacity by the end of that year. Ford is putting about $2 billion into this, using extra EV battery capacity to tap into a new line of business.

To address previous reports of a split between Ford and SK On, the companies have entered into a joint venture disposition agreement. The result is that a Ford subsidiary will own and operate the Kentucky battery plants independently. SK On, on the other hand, will fully own and operate the Tennessee battery plant.

[kscarbel2]

10 hours ago, bulldogboy said:

Wow, last summer my fire department purchased four new 2025 Ford F-150 "Lightning" electric pickups for the Fire Marshal's office. I guess they won't be buying any more.

For larger retail, electric utilities, the economics are unresolvable. These customers have very demanding use cases for an electric vehicle. They tow, they go off-road, they take long road trips. These vehicles have worse aerodynamics, and they’re very heavy, which means very large and expensive batteries. Retail customers have shown that they will not pay any premium for these large EVs, making them a really tough business case. Profitability for the large family haulers will instead come from PHEVs, hybrids and EREVs that on “one tank of gas can get over 700 miles of range, but still drive most miles electric. Ford will focus on small to medium-sized electric vehicles that present a stronger economic case.

Jim Farley

In 2022, Farley said if you’re pulling 10,000 pounds, an electric truck is not the right solution. And 95 percent of Ford's US customers tow more than 10,000 pounds. This is an important segment, and it will probably go hydrogen fuel cell before it goes pure electric.