RIP Ford F150e (long live the F150)

[Runs With Scissors]

Sheeple, in general, are easily swayed……….Science be damned...

I remember when coffee “caused" heart attacks, coffee stunts growth, medical doctors promoted “light” cigarettes as a healthier alternative, swimming after eating causes cramps, the “Jab” is “safe and effective"……blah …..blah…blah….

It’s hard to trust anything being said nowadays…….Everyone has an “agenda” it seems.

I have my doubts about the the claim that EV’s are “clean” energy, I think it’s a “marketing ploy” in general…..but if it fits your lifestyle….go for it.

I try to not get all “wrapped around the axle” and try to realize that “marketing” is a very powerful tool.

Here is my “proof”…….anyone remember this little guy?

The Pet Rock

 

[InTheWoods]

...I have my doubts about the the claim that EV’s are “clean” energy, I think it’s a “marketing ploy” in general…..but if it fits your lifestyle….go for it....

Exactly. As far as I'm concerned, my EV is fundamentally coal-fired, which suits me fine...

 

[TheOldHokie]

I wonder how all the owners that bought these vehicles feel after hearing about this announcement ? If I owned one, I would be totally pi$$ed ! How much of a depreciation hit did this announcement make for all these owners ? Would the dealers even want to tale them back in as trade ins ?

They are now valuable collectibles.

I think Ford recognized a bad selling model (e.g. the Edsel) and dumped it. I dont think Ford is exiting the EV race or giving up on an electric pickup. The latest guidance from Ford:

Ford will concentrate its North American electric vehicle development on its new, low-cost, flexible Universal EV Platform. This next-generation architecture is engineered to underpin a high-volume family of smaller, highly efficient and affordable electric vehicles designed to be accessible to millions of customers.

The first vehicle from the Universal EV Platform will be the fully connected midsize pickup truck assembled at Louisville Assembly Plant starting in 2027.

Dan

 

[Mark_BX25D]

We get your opinion on it that EV's are bad and people with EV's are just misinformed.

It's not the EVs, or even the concept of an EV. It's the battery technology. It doesn't matter at all how pleasant current EVs are to drive, or what niches they might serve acceptably. They simply can't replace gas and diesel on any reasonable scale until we have a major breakthrough in battery technology, and no such thing is currently on the horizon.

That's just simple fact, like it or not.

 

[TheOldHokie]

It's not the EVs, or even the concept of an EV. It's the battery technology. It doesn't matter at all how pleasant current EVs are to drive, or what niches they might serve acceptably. They simply can't replace gas and diesel on any reasonable scale until we have a major breakthrough in battery technology, and no such thing is currently on the horizon.

That's just simple fact, like it or not.

Talk to me in 15 years.

Dan

 

[jimh406]

Talk to me in 15 years.

Dan

Commercial EVs have already been on the market about 17 years. I’m not sure why we should expect a breakthrough in 15 more.

 

[TheOldHokie]

Commercial EVs have already been on the market about 17 years. I’m not sure why we should expect a breakthrough in 15 more.

The "break through" is history - look whats already going down the road. EVs are a growing snowball thst started small and slow and is now gaining size and momentum. Thats the way technology advances. I have seen this movie multiple times before.

Dan

 

[North Idaho Wolfman]

Exactly. As far as I'm concerned, my EV is fundamentally coal-fired, which suits me fine...

Our EV is water powered.

 

[jimh406]

The "break through" is history - look whats already going down the road. EVs are a growing snowball thst started small and slow and is now gaining size and momentum. Thats the way technology advances. I have seen this movie multiple times before.

Dab

I don’t see that. What I saw was govt intervention to make it appear to be advancing. That might be a good thing depending on your perspective until the govt help is pulled.

 

[TheOldHokie]

I don’t see that. What I saw was govt intervention to make it appear to be advancing.

This year BEV's accounted for 25% of all new light automotive manufacturing worldwide. Thats a simple fact.

Dan

 

[Sidekick]

https://www.edmunds.com/electric-car/articles/percentage-of-electric-cars-in-us.html

 

[ItBmine]

Imagine being one of the people in Canada that paid $120,000 for a new Lightning and it's already extinct, LOL
My current F150 5.0 has been good to me, but I generally hate new vehicles. I hate all the electronics and gadgets and having to pull the inner wheel wells to change a damn headlight bulb.
So I went the other way to help climate change.....I bought a 1980 Ford L9000 single axle with a 6V92TA Detroit Diesel that is going to be my new daily driver/pickup truck. Gunna put a 16 foot flatbed on it. It's good on fuel, will tow anything and is as reliable as a stone.

 

[jimh406]

This year BEV's accounted for 25% of all new light automotive manufacturing worldwide. Thats a simple fact.

Dan

Source, if you care to provide it.

 

[TheOldHokie]

Source, if you care to provide it.

Multiple. Start with IEA.

Worldwide 2024 EV sales were 17M out of 91M total = 20%

Global EV Outlook 2025
Trends in electric car markets
Electric car sales
Global electric car sales exceeded 17 million in 2024
More than 20% of new cars sold worldwide were electric

The 2025 numbers are not final yet but based on the first three quarters well on track to hit that 25% number.

Dan

 

[McMXi]

What's clear is that the contribution made by China to BEV/PHEV sales is about 65% of the world market. Sales are falling in the US and Europe, or at least, the rate of change of sales is decreasing.

 

[TheOldHokie]

What's clear is that the contribution made by China to BEV/PHEV sales is about 65% of the world market. Sales are falling in the US and Europe, or at least, the rate of change of sales is decreasing.

Check your numbers. Sales are not falling in either market.

European sales are booming with over 3.8M units sold through Q3. Thats up 33% from the same period last year.

US sales are looking to be up 9% YOY and Q3 was the largest increase ever at 10.5%.

The US is trailing the world.

Dan

 

[ken erickson]

Check your numbers. Sales are not falling in either region.

US sales are looking to be up 9% YOY and Q3 was the largest increase ever at 10.5%. The US is trailing the world.

Europe sales are booming with over 3.8M units sold through Q3. Thats up 33% from the same period last year

Dan

It is my understanding that BEV sales took a nose dive in the fourth quarter in direct response to the $7500 dollar tax payer funded credit expiring. . These are sales figures for USA sales , not world wide. Part of the plunge is due to buyers of EV's taking advantage of the tax credit in the last two months before it expired.

Immediate Drop in EV Sales After Incentive Ended
October 2025 (first full month without the tax credit):

• BEV (battery-electric) sales dropped ~46.7% month-over-month compared to September 2025. EV share of total new-vehicle sales fell from 11.3% to 5.9%.NADA
  — This is a nearly 47% drop in sales volume in the U.S. simply from one month to the next immediately after the tax credit ended.
• Another report shows retail EV unit sales fell ~24% from September to October 2025 (98,289 to 74,897 units).EVXL.co
• A weekly snapshot found EV sales plunged ~74% when comparing the last full week before the credit ended to the first full week after.PR Newswir

 

[TheOldHokie]

It is my understanding that BEV sales took a nose dive in the fourth quarter in direct response to the $7500 dollar tax payer funded credit expiring. . These are sales figures for USA sales , not world wide. Part of the plunge is due to buyers of EV's taking advantage of the tax credit in the last two months before it expired.

Immediate Drop in EV Sales After Incentive Ended
October 2025 (first full month without the tax credit):

• BEV (battery-electric) sales dropped ~46.7% month-over-month compared to September 2025. EV share of total new-vehicle sales fell from 11.3% to 5.9%.NADA
  — This is a nearly 47% drop in sales volume in the U.S. simply from one month to the next immediately after the tax credit ended.
• Another report shows retail EV unit sales fell ~24% from September to October 2025 (98,289 to 74,897 units).EVXL.co
• A weekly snapshot found EV sales plunged ~74% when comparing the last full week before the credit ended to the first full week after.PR Newswir

Q4 numbers definitly took a hit due to the expiring tax credit just like Q3 boomed as buyers raced to get in ahead of the expiration. But as we close out the quarter the numbers suggest Q4 will be UP about 8-9% over the same period last year. Overall 2025 is looking to be UP about 8-9% yoy.

The Q4 numbers will be final in another month and we can see exactly what we got but dont expect a negative number

Dan

 

[McMXi]

Check your numbers. Sales are not falling in either market.

Check your reading. The rate of change of sales is falling in many markets as is clearly evident from these charts. The BEV markets are stagnating and China is the market that's supposedly driving any increase in that rate of change, but data from China is famously unreliable. It's in their best interest to give the impression of something that benefits their economy, mining of specific elements for example.

 

[ken erickson]

I did want to be clear that I do not "hate" BEV's and know they are here to stay.

I do think there is a lot more to the story than just the new EV sitting in the garage with all it's new technology etc.

Costs to the American tax payer have been substantial , some estimates put the direct cost of tax incentives upwards of 25 billion dollars since 2008. That is just the cost of the $7500 new , and $4000 used incentive, not the tax incentives that went to manufactures and battery manufactures.

Every consumer that purchases a new ICE vehicle from a manufacture is also paying more to cover the losses of the BEV's , to the tune of $500 to $1000 dollars. I am not sure of a USA manufacture of BEV's that actually makes a profit on them other than Tesla.

One of the other issues that we will be facing world wide is the soon to be aging of batteries and disposal. The technology to recycle these batteries is in its infancy.