F-150 Lightning EV canceled. To be replaced with EREV Lightning (700+ miles range)

[Captblue]

Scout initially lowered to 5k capacity, but after feedback is back up again. ( for what I remember)

Sponsored

 

[mkhuffman]

$19.5 billion in EV related loss.
is not sustainable, $8.5 billion is related to cancelling planned EV models. Around $6 billion is tied to the dissolution of a battery joint venture with South Korea’s SK On, and $5 billion on what Ford called “program-related expenses.”
https://finance.yahoo.com/news/fords-19-5-billion-ev-142409782.html

From the link you posted:

"the company simultaneously lifted its full-year adjusted pretax earnings outlook to $7 billion, up from a previous range of $6 billion to $6.5 billion, suggesting confidence that near-term profitability could improve as capital is reallocated."

Personally I don't consider a business making $7 billion to be struggling financially. It was the smart decision to take the write down now so they can be on a sounder footing for future investments.

 

[Captblue]

Only looking / talking EV market

 

[mkhuffman]

Only looking / talking EV market

"Ford still intends to launch a $30,000 EV pickup by 2027, which management described as the core of its future EV strategy in the U.S., and expects that by 2030 roughly half of its global volume could come from hybrids, extended-range vehicles and EVs, up from 17% this year."

"The strategic rethink is also reshaping Ford's manufacturing footprint, particularly in Kentucky, where the company and former partner SK Group spent nearly $6 billion on a large battery complex that never reached planned utilization. Ford said about $6 billion of the total charges are tied to the breakup of that joint venture, and the site will now be repurposed to produce stationary batteries for utilities, renewable-energy developers and large data centers supporting artificial intelligence workloads. "

 

[Thedude]

What complex drivetrain? It’s the exact same drivetrain as a BEV just has a standalone generator tied into the charging side. It’s not all about 800 mile range, it’s also about being able to make it through a day of work while towing your equipment around or being able to go places where charging doesn’t exist. Towing and hauling is the biggest flaw for EV trucks since you just can’t store enough energy in a reasonably sized battery to be useful.

Even if the engine sits essentially unused for a couple months at a time I’d gladly take one. In the summer I spend a lot of time on the road with a truck camper and flatbed trailer. A BEV would make that a miserably slow drive in most parts of the country but up here it’s impossible unless I bring along a generator and gas anyway. In the winter I make fewer but similar trips during which the BEV would be at an even larger disadvantage.

 

[Jonger1150]

For someone who tows a lot or doesn't own a home -- this is your truck.

I just saw that a 600 mile 9 minute charging Samsung pack is going into production in 6 months. That technology pretty much ends the EREV Ford before it's even released.

 

[seanocono]

For someone who tows a lot or doesn't own a home -- this is your truck.

I just saw that a 600 mile 9 minute charging Samsung pack is going into production in 6 months. That technology pretty much ends the EREV Ford before it's even released.

We’ll see about that. Scout’s EREV has less towing capacity than the BEV version.

 

[pricedm]

For someone who tows a lot or doesn't own a home -- this is your truck.

I just saw that a 600 mile 9 minute charging Samsung pack is going into production in 6 months. That technology pretty much ends the EREV Ford before it's even released.

Yes, “ going into production in six months” said 6, 12, 18,…48 months ago. VaporWare defined. Same with Toyota and solid state batteries.

 

[Thedude]

We’ll see about that. Scout’s EREV has less towing capacity than the BEV version.

That’s an easy fix if a company wanted to. I’d bet the Harvester towing is reduced mainly because the weight of the EREV engine, generator and fuel eats 500lbs out of the available payload for the Scout chassis.

 

[mkhuffman]

Yes, “ going into production in six months” said 6, 12, 18,…48 months ago. VaporWare defined. Same with Toyota and solid state batteries.

Yep. When it is in production and I can purchase it, then it will matter. Until then, it is just more noise and empty promises.

 

[seanocono]

Yep. When it is in production and I can purchase it, then it will matter. Until then, it is just more noise and empty promises.

Agreed. But the same thing can be said for these EREV trucks. Dodge has been taking an awful long time bringing theirs to market.

 

[seanocono]

That’s an easy fix if a company wanted to. I’d bet the Harvester towing is reduced mainly because the weight of the EREV engine, generator and fuel eats 500lbs out of the available payload for the Scout chassis.

I agree that the additional weight of the engine and gasoline likely plays a factor in the reduced payload.

However, I’m not as convinced of the “easy fix” that you mentioned.

 

[Thedude]

I agree that the additional weight of the engine and gasoline likely plays a factor in the reduced payload.

However, I’m not as convinced of the “easy fix” that you mentioned.

I should’ve clarified that it’s easy for a ground up design like the Ram REV or this new F150. You design the frame, suspension, brakes, etc around a known weight of the vehicle plus the anticipated payload. Something like a 3/4 ton and a 1 ton truck which visually aren’t much different but the payload can be drastically more on the 1 ton.

 

[pricedm]

Agreed. But the same thing can be said for these EREV trucks. Dodge has been taking an awful long time bringing theirs to market.

Unfortunately agree. Some of us have either towing long distance or remote travel where EREV is an interesting possibility. Yet nothing coming soon. Fortunately more and more DC chargers are being deployed.

Sponsored