Ford Market News

[kscarbel2]

1 hour ago, RoadwayR said:

Confusing to say the least.  I think this new 'affordable' commercial van might be smaller than the Transit, possibly based on the Maverick platform (which is already available as a hybrid).  Something more along the lines of the Transit Connect.

No idea about the future of the E series.

650/750 sales continue to tumble and Ford doesn't seem too concerned, I guess they sell enough 450 through 600 chassis-cabs.  My guess is the 650 and 750 will continue until Ford needs the plant space for something else, like maybe this 'affordable' commercial van.

Converting the Tennesse plant to trucks makes sense right now.

The battery energy storage business sounds like a way to justify money already spent on EV battery production that Ford will not be able to use.  It will be interesting to see how serious Ford will be in this new business.  My guess is not very and it will either not happen (more write-offs) or be sold off. 

Agreed. I suspect Ford is finally going to bring over the mid-sized Transit Custom.

[RoadwayR]

2 hours ago, kscarbel2 said:

Agreed. I suspect Ford is finally going to bring over the mid-sized Transit Custom.

Quite possible, but I have heard rumors of a van based on the Maverick platform.

I'll wager the E series will soldier on.  

 

 

 

[kscarbel2]

7 hours ago, RoadwayR said:

Quite possible, but I have heard rumors of a van based on the Maverick platform.

I'll wager the E series will soldier on.  

They said an electric van exclusively for NA was cancelled. So I assumed that meant a planned electric Maverick van (NA Transit Connect subsitute) was cancelled???

If a Maverick van (V758) is still coming, shown to dealers in 2024, Farley is dragging his feet (2028).

[kscarbel2]

So the Middle East gets the Everest, but Ford's home country market they depend on "still" does not.

Where is the justice ???

https://fordauthority.com/2025/12/2026-ford-everest-tremor-officially-debuts-for-middle-east/

 

[kscarbel2]

At the video's beginning, F-650/750 production at OAP.

.

 

[mowerman]

wow that was great,,bob

[kscarbel2]

Bill Ford walking alongside President Trump, and speaking with Jim Farley, at the F-150 plant (DTP) in Dearborn at the Rouge River complex.

At -40:17     https://www.youtube.com/watch?v=PTxFh3Z9BIw

.

 

[kscarbel2]

https://www.fromtheroad.ford.com/us/en/articles/2025/ford-medium-heavy-duty-trucks-assembled-in-america

[kscarbel2]

Time Magazine names Ford America's most iconic company.

https://time.com/7339929/americas-most-iconic-companies/

[kscarbel2]

Bill Ford speaks:

https://finance.yahoo.com/news/bill-ford-on-the-need-for-strong-manufacturing-in-the-us-while-keeping-ford-a-family-business-151324092.html?.tsrc=fin-notif

[RoadwayR]

https://fordauthority.com/2026/02/ford-motor-company-sales-numbers-figures-results-january-2026-usa/

Ford 'heavy truck' (650 and 750) sales are down another 21% for January.  That may be the result of the model year changeover (They are building 2027's now) but there were no real changes to the truck for 2027.

 

 

[kscarbel2]

 

[mowerman]

excellent thanks for that,,bob

[kscarbel2]

Ford CEO Jim Farley has been invited to join McDonald’s board of directors, and apparently plans to do so.

As much as I like Jim, he has 10 full plates at Ford now. Taking time out to sit on the board of McDonald’s is absurd.

[RoadwayR]

Maybe Farley is getting ready for the next chapter in his career...

[kscarbel2]

Bloomberg  /  February 13, 2026

Ford CEO Jim Farley has spoken to senior Trump administration officials about allowing Chinese automakers to build cars in America by partnering with US car companies.

The rough framework discussed by Farley and Trump cabinet members last month would allow Chinese carmakers to manufacture vehicles in the US through joint ventures with domestic automakers in which the American company holds a controlling stake. The ventures would be structured so that both the Chinese and US partners would share profits and technology in the joint venture.

The discussion took place days after President Trump said he’d be open to allowing Chinese automakers into the US if they built plants and hired Americans, saying “let China come in” during a January 13th speech at the Detroit Economic Club.

Chinese competitors gaining a foothold in America would be a watershed moment with massive implications for domestic automakers, their supply chains and consumers.

China’s carmakers have rapidly gained market share in Europe, Mexico and South America with lower-cost models that feature advanced electric-vehicle batteries and infotainment systems. They also receive significant government subsidies and can offer technology at low prices in part because they tolerate slim margins and losses, giving them a competitive edge that western rivals struggle to match.

Trump’s January comments surprised Detroit’s automakers, who’d felt formidable trade barriers erected by the US would keep Chinese automakers out of the country long enough to allow them to catch up on China’s lead in electric vehicles, batteries and other automotive technology.

General Motors Co. has told the Trump administration that the company opposes a Chinese entry to the market, one of the people said. GM has argued that existing companies would lose market share and a flow of parts from China could have a devastating effect on North American suppliers.

Ford has been open to working with Chinese companies. Farley has sought to partner with Chinese carmakers and battery makers to learn from them, while at the same time developing its own low-cost electric vehicle coming in 2027 that aims to be competitive with China’s BYD, the world’s top seller of EVs.

Ford recently held talks with BYD about expanding a battery-supply partnership and explored a manufacturing partnership in Europe with China’s Geely. In December, Ford expanded a licensing agreement with Chinese battery giant Contemporary Amperex Technology Co. (CATL) from building cells for electric vehicles to also manufacturing stationary power sources for utilities and data centers.