Second gen mach-e probably not happening

ChasingCoral

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I have a friend who works at Ford in the MME program and it is indeed dead in 2026.
And I heard from a Ford engineer this month the 2026 Mach E will have NACS. I guess they are doing all of that for the last year? Again, seems like a lot of work for the last year of a product.
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jdmrc93

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And I heard from a Ford engineer this month the 2026 Mach E will have NACS. I guess they are doing all of that for the last year? Again, seems like a lot of work for the last year of a product.
He said it will go into 2027 but there will be no changes from 2026 model. There will be no 2nd gen MME, but there will be another vehicle to replace it with a number of shared parts and some minor platform tweaks on a new body.
 
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DeluxeStang

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Some things aren’t lining up here. Sorry to be the skeptic, but:
  • The Op is a recent joiner with few posts and, per their profile, owns a maverick hybrid. Doesn’t seem to fit in with the Mach-E crowd that well.
  • The OP is claiming that an unnamed source says that Ford is using a “new skunkworks approach” to develop their small EV platform. That information has been previously published. The approach is NOT new. Ford did something similar when they developed the Mustang Mach-E. It was called “Team Edison”. The claim is that their new team has former Tesla engineers on it. I believe Ford also tried to hire former Tesla (and other EV/battery) people when developing the Mustang Mach-E. In fact, Ford freely admitted that they heavily benchmarked the Tesla model 3/Y when developing the Mustang Mach-E (which is probably why I got my beloved koi pond.
  • It would seem to be a colossal waste to throw out the entire Mustang Mach-E after one generation. I can only think of two other Ford product lines that only lived for one generation: the Edsel and the LTD II. I don’t think the Mustang Mach-E is an Edsel-class failure.
Since I’m not planning on replacing my current vehicle until MY26 (late CY25), I can wait to see what happens. I do know a few things:
  • I will not willingly purchase another non-EV again (and that also rules out hybrids).
  • I do not WANT to look elsewhere, but if all Ford puts on offer is a Fiesta with a repurposed Singer sewing machine motor and a few D-cells so that they can “compete with the Chinese”, I’m out of here. I don’t know where I’ll go (not Tesla, and as much as I want to like Lucid, I can’t get over their Saudi ownership).
You can doubt my credibility all you want, but at the end of the day, I'm basically quoting someone else. That source was validating today to an extent with the news that the Ford three row was getting cancelled. Good thing to, the three row was apparently "The ugliest Ford design in more than 50 years". The weird design was done for areo to use a smaller battery pack to save costs. But it was apparently gonna start at around 60 grand still.
 

zooka

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Sounds like the Mach E will be around for a while on its current platform:
"Ford and LG Energy Solutions are targeting to move some Mustang Mach-E battery production from Poland to Holland, Michigan, in 2025 to qualify for Inflation Reduction Act benefits."
I heard 2026 from a regional ford rep in my area as well. If Michigan can handle the capacity consolidation helps save money, Just because something gets moved does not mean it's a good thing. Ford currently loses money on the MME, honestly they get to much hate because of the name . It does not bother me any, but In 2 months of ownership I dont know how many times I have heard "it doesn't look like a mustang" , "it doesn't sound like a mustang" , and " that's not a mustang" , I believe the 2026 or even a 2025 model will be the last.
 

zooka

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And I heard from a Ford engineer this month the 2026 Mach E will have NACS. I guess they are doing all of that for the last year? Again, seems like a lot of work for the last year of a product.
I take it you really dont understand the concept of profitability? Companies don't like to bleed money. If you sell something on eBay for $5 and that item cost your $15 , After how many items do you sell or years whatever that may be do you decide to quit? moving to Michagan helps them lower cost and likely get government money that helps subtract from there loss it also get the process going to replace the MME with new architecture and name.
 


Mach1E

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Predictable, but still sad.

If the #2 selling electric SUV in the US (out of 40+ models) can’t make money and throws in the towel…… what does that say for #3 through 40??

Like it’s been said, car companies need profits.
 

ChasingCoral

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I take it you really dont understand the concept of profitability?
Really? What part of profitability is enhanced by spending major bucks to move battery production from Poland to the US and to switch to a NACS connector?
 

phil

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Predictable, but still sad.

If the #2 selling electric SUV in the US (out of 40+ models) can’t make money and throws in the towel…… what does that say for #3 through 40??

Like it’s been said, car companies need profits.
It'll be fine. Just need to crank up those government subsidies a little higher.

OK, maybe a lot higher. But still, it'll be fine.
 

Sikkun

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If you sell something on eBay for $5 and that item cost your $15
Are you counting billions you spent on RND, and new manufacturing plants as part of the loss on every eBay item also?

Because the expectation seems to be 3 EVs should somehow pay for multiple new plants.
 

bbulkow

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I applaud this roadmap if it is come to fruition. Ford dealerships are the ones that will determine it will be successful or not. For that based on past experiences at these Ford dealerships, I am pessimistic. :sadface:

Ford needs to up its game on vertical integration if it wants to achieve profitability. This is key to Tesla's and many Chinese EV brands success so far.
That worm turns, and I propose it's already turned. The reality is an immature industry benefits from vertical integration, a mature industry benefits from a web of specialist suppliers.

Examples.

Tesla, just this model year, sourced their LFPs from another company because they can't be best at batteries and best at cars, eventually. This happened at Ford too - Rouge River's vaunted vertical integration turned sour years ago - the iron forge and foundry is owned by Mittal, because Ford can't be the best at making steel (compared to the global market). VW realized it could be good at cars and bad at software - so had to partner with Rivian to get their software expertise.

Same thing with the 1000's of specialist parts in a car, you'd rather have two companies making airbags for the whole market than Ford or Tesla trying to be better at airbags than the specialists.

Getting power in and out of the big battery turns out requires specialist parts - HVBJB - 400v vs 800v parts - Ford needs to get the right suppliers lined up. Ford doesn't have a chip fab. Ford is barely in the market with its slow DC charge times; you know they know this, and one imagines they have at least one engineering group working through suppliers and parts for their next gen (knowing what they know now).

Tesla's early success building cars was realizing where they needed to be their own supplier - so they made the vertical integration story - but it's always a great engineering challenge in a complex system to choose what you're best off outsourcing, and what component you can beat the world in. Better products choose wisely and the landscape changes. We're right in the middle of that tectonic shift.
 

Billyk24

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I heard 2026 from a regional ford rep in my area as well. If Michigan can handle the capacity consolidation helps save money, Just because something gets moved does not mean it's a good thing. Ford currently loses money on the MME, honestly they get to much hate because of the name . It does not bother me any, but In 2 months of ownership I dont know how many times I have heard "it doesn't look like a mustang" , "it doesn't sound like a mustang" , and " that's not a mustang" , I believe the 2026 or even a 2025 model will be the last.
A simple cost saver is to drop Mustang name and refer to it as Mach E.
 

Billyk24

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Predictable, but still sad.

If the #2 selling electric SUV in the US (out of 40+ models) can’t make money and throws in the towel…… what does that say for #3 through 40??

Like it’s been said, car companies need profits.
Not uncommon as the big 3 sold and produced many Pinto like vehicles to help meet corporate mpg needs while selling big profit making vehicles.
 

McSquashy

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He said it will go into 2027 but there will be no changes from 2026 model. There will be no 2nd gen MME, but there will be another vehicle to replace it with a number of shared parts and some minor platform tweaks on a new body.
That's sad to hear. 2027-28 is about the time that I'll be looking to upgrade. Suppose I could still buy a MY 2026, but I was really looking forward to a more polished gen 2 Mach-E.? Guess we'll just have to wait and see what Ford comes up with.

Also have my eye on the Rivian RX3. Not as sexy as the Mach-E, but cool looking in it's own way. That Tri-motor setup with potential sub 3 second 0-60 sounds fun!?
 

agoldman

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I charging was widespread and reliable, none of this would be an issue. Manufacturers are spooked and all the early adopters are settled in. The rest are waiting for the charging to become like a brief stop at any gas station. Years away..
 

Jimrpa

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Really? What part of profitability is enhanced by spending major bucks to move battery production from Poland to the US and to switch to a NACS connector?
My suspicion is that the NACS charge port conversion isn’t too difficult and can be reused on other products.
as for the Battery factory, it’s possible that government subsidies played a major factor in that decision.
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