But, then there was a jump from the beginning of Q4 until now: https://insideevs.com/news/699231/ford-us-ev-sales-november-2023/
You, my friend are cherry picking your data.
Honestly not understanding the point unless maybe the point is, "Ford is not good at predicting volumes for new vehicle production". I lot of companies would kill for a 54% y/y growth rate in pretty much any industry. I'm not sure most sane people would call a 54% y/y growth rate "doom and gloom oh no nobody must want this thing" but then again we appear to live in an insane world.
Or, at least I would refine it to say "full size trucks". I'm baffled why automakers are not making mid- and small-sized BEV trucks.
Its not a 54% year or year growth. in 2022 Ford sold 15k lightning, and they were only produced from june to dec. So 6 months. Sold 15k in 6 months. This year, they sold 20k in 11 months. If you extrapolate that out, Ford would of sold less on a month to month basis this year compare to last.
They actually have just delayed it; saying they've put it "on hold" sounds like they are contemplating not making it, which is not something they have said.
Ok delay, why would they delay a product that is ready? Because the demand is just not there. And that's the whole point. They're also delaying the EV Equinox. They're also abandoning the predicted 400k/year sales target.
Ok, you have convinced me. The entirety of the BEV industry is a hoax. Except of course the CT, and FSD. Those are real. I grovel at your feet. Long live Nostradamus!
Why are you taking so much offense. No one said the BEV industry is a hoax. If you actually read what I said and what the industry insiders are saying, it's that the EV adoption rate has not been as robust as projected. Doesn't mean that EV shares are not increasing, just that they are not meeting projections.
I agree, I think YOY EV sales will only go up, just maybe slower, or faster at times. I also agree on the CT, excitement, then it will die off. I also agree with the poster above, an EV Maverick would sell like hotcakes, OEMs need to build what people want instead of reacting (oh people pay for expansive EVs, lets only build giant expensive ones...)
The problem with EV maverick is that I don't think Ford can make a profitable EV at the price range yet.
Oh agreed also. The fact that Chevy was losing money on Bolts is very telling, even the small, no option EV, yes it could go 260 miles, but it was less than $30k and still losing money. I just mean people would want an EV Maverick since its more commuting, light moving use. Trying to make heavy duty trucks as EVs does not work yet.
Yup, essentially "fully loaded" including FSD which is a 12K option? So for 8k you get moved to the front of the line and a few extra tidbits. This is only for people that had reservations already. And probably for early reservation holders at that.
I honestly think they are looking at Tesla and Rivian wondering how the hell they are out selling these big legacy Auto makers.
It's all about vertical integration and complete control from the drafting stage to final sales and servicing. It's the only way to contain cost and be agile to market forces. That and avoiding the Union albatross. Going to be hard to for legacy OEM to compete against that headwind.
