Vehicle Sales
Stellantis’ German BEV horror show
The Amsterdam-headquartered conglomerate joins Renault and Tesla in Teutonic turmoil
Ford
Ford has been mass producing automobiles for over a century, and has much-loved brands on both sides of the Atlantic. https://www.ford.com/ Based on a 2020 survey, Ford's F-series truck came second to the iPhone in revenue among all US consumer products. Ford is making aggressive strides on electrification, as it seeks to retain its market leadership in the EV age.
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Policy and Regulation
Biden calls for unionisation for all EV workers
Or how to take aim at Elon Musk without taking aim at Elon Musk
Battery and Components
Ford dust off chequebook to boost battery technology offering
Model E arm acquires AMP’s IP and bulk of engineering staff
Vehicle Sales
F-150 Lightning resurgence not enough to grow Ford October EV sales
Sales of the electric truck outstrip Mach E for first time
Vehicle Sales
German brands plant BEV flag in California
Pure plays and legacy OEMs gain some ground on Tesla, but German firms the big winners
Corporate Strategy
Ford Model e at price breaking point
Investment delayed and production cut back as automaker cannot go lower on EV price
Vehicle Sales
Tesla US market share squeezed again in record quarter
Competition increasing as dominant player sells just half of all new BEVs
Battery and Components
Ford battery JV ups wages
The OEM is boosting benefits at one of its battery subsidiaries that have been in union sights
Vehicle Sales
Ford EV sales regain lost ground
US volumes for the OEM are almost back at levels before Q1’s double hit
Battery and Components
Unions and politicians diverge on Ford battery plant pause
The UAW is up in arms. Representatives opposed to Chinese influence are jubilant
Charging and Grid
Charging behaviour data holds key to infrastructure planning
A new platform promises to collate genuine customer activity, a goldmine for utilities planning for the future of the grid
Vehicle Sales
Tesla tops Ford again in EU new sales in August
Second month this year where the EV pure play has topped its US rival in the bloc
Corporate Strategy
Ford continues to build for Gen-2
Localising battery materials, and thus qualifying for improved IRA economics, will play a key role in further EV generations