Ford is serious - 2025 T3 next gen TN BlueOval build/battery/recycle

[scottf200]

For those that don't think Ford is taking the BEV truck market seriously, I encourage you to listen to Jim Farely's part of this presentation.

BlueOval City sites (website, FAQ, socials, etc) --
LinkTree: https://linktr.ee/blueovalcity
FAQ: https://corporate.ford.com/operations/blue-oval-city/faqs.html

29:50 minutes in.



UPDATE: March 2023 thread I forgot about related to the announcement:
https://www.cybertruckownersclub.co...ric-truck-and-blueoval-city.8173/#post-141656

6000 jobs and lot of work with local schools and colleges for professional and technical long term development.

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[Diehard]

There may be new charging network too:

https://www.reuters.com/business/au...makers-launch-ev-charging-network-2023-07-26/

but Ford is not a part of it.

 

[scottf200]

There may be new charging network too:
https://www.reuters.com/business/au...makers-launch-ev-charging-network-2023-07-26/
but Ford is not a part of it.

"The new charging company will support both CCS and the Tesla standard."

Ford was impressively the 1st NACS partner ... certainly the T3 next gen truck will have the NACS port and full access to the v3+ Superchargers. With the adapter, it seems they'd be covered.

 

[Diehard]

Ford was impressively the 1st NACS partner ... certainly the T3 next gen truck will have the NACS port and full access to the v3+ Superchargers. With the adapter, it seems they'd be covered.

They will be but they are not investing in additional chargers.

p.s. It was interesting to hear him say “Trust the Truck” and immediately after saying there will be frequent software updates. The two statements just don’t go together in the current version.

 

[scottf200]

They will be but they are not investing in additional chargers.

a) We don't know what the deal looks like between Ford and Tesla. Not sure about $ but I'd bet they need to move their charging port to the rear left or front right.

p.s. It was interesting to hear him say “Trust the Truck” and immediately after saying there will be frequent software updates. The two statements just don’t go together in the current version.

Seems to be just your interpretation on it. My recollection was that statement had to do with seeing the new more 'radical' design and trust that it will do everything your existing expected Ford F150 does and much more. I'm quite sure that is the type of statement he made right after that. Hope that makes more sense.
UPDATE: 38:35 into video.

 

[Crissa]

We're seeing a sea change in manufacturing we haven't seen in the US for a hundred years.

-Crissa

 

[Diehard]

Seems to be just your interpretation on it. My recollection was that statement had to do with seeing the new more 'radical' design and trust that it will do everything your existing expected Ford F150 does and much more. I'm quite sure that is they type of statement he made right after that. Hope that makes more sense.

I am sure you are right about his intention. What I was saying is that my Lightning has been mechanically perfect. But each software update is a crapshoot. Failed software update attempts are normal. There is a guy whose truck was bricked after many failed attempts to update. All I am saying is trust and software does no go hand in hand in my mind when we are talking Ford.

all that said, first generation was frankensteined with a lot of modules Ford does not have full control over. And I am hoping they are learning something and by 25, they will be better at this. Currently, I personally trust the mechanics of my truck but have no faith in software.

 

[Arctic_White]

There may be new charging network too:

https://www.reuters.com/business/au...makers-launch-ev-charging-network-2023-07-26/

but Ford is not a part of it.

I call BS, if this is serious.

Why would GM join this coalition when they already have agreed to partake in Tesla's NCAS? Makes no sense at all.

The other auto manufacturers will quickly realize that it is cheaper and far easier to just join Tesla than to create their own EV charging network.

 

[Crissa]

I call BS, if this is serious.

Why would GM join this coalition when they already have agreed to partake in Tesla's NCAS? Makes no sense at all.

...because they still need a broad charging network?

If there's enough chargers for the Teslas that are on the road, what about when all the cars are electric?

-Crissa

 

[Diehard]

Why would GM join this coalition when they already have agreed to partake in Tesla's NCAS? Makes no sense at all.

GM was forced to join Tesla network after Ford’s announcement. I doubt they would do it if they didn’t have to. Lets see what would happen if GM didn’t do that. Even if a potential customer hates Tesla cars, and likes GM products, they will likely buy a Ford before buying GM if they could have peace of mind of traveling on Tesla network with a Lightning but not with a Silverado.

I don’t know this for a fact but it seems like due to efficiency in manufacturing, lower advertising cost, not having to give a cut to dealers and making many parts in-house, Tesla has already a competitive advantage to take market share from every company listed above. Adding dependency over charging network is basically putting the last nail on their own coffin.

If there is a problem for a new GM product talking to Tesla network, and Tesla decides not to play ball, GM has to change it’s design and accommodate Tesla charging network. On the other hand if there are enough chargers out there on a network, GM has some control over, they could make a better product. One of the reasons Tesla experience on the road is superior is that Tesla has full control over the entire system (charging network and cars). For the same reason, GM having some control over a charging network VS none, allows them to have more control over how they design their products. If that network is large enough, it gives them more negotiating power with Tesla to solve problems at superchargers. It will be better for consumers as well.

If demand for Tesla vehicles go down as other EVs flood the market, Tesla could decide to make it more expensive and/or more difficult for Non-Tesla BEVs to charge at superchargers and take market share from those that decided to give their leash to their competitor early on.

This is more like investing in long term health of their company than B.S. to me. Of course follow through depends on if they can afford it and who else will join.

 

[Crissa]

I call BS, if this is serious.

...And to be honest, I am also very dubious.

When they start talking about reliability, then maybe, maybe I'll believe them.

But I totally know why they should do this.

-Crissa

 

[SSonnentag]

Ford may be serious about EVs, but they can't seriously stay in the EV business if they keep losing an average of $66,000 per EV they sell.

"Ford reported a $722 million loss on its EV business over the first three months of 2023. During that span, Ford sold 10,866 EVs, meaning it lost $66,446 on every EV it sold."

 

[cvalue13]

Ford may be serious about EVs, but they can't seriously stay in the EV business if they keep losing an average of $66,000 per EV they sell.

"Ford reported a $722 million loss on its EV business over the first three months of 2023. During that span, Ford sold 10,866 EVs, meaning it lost $66,446 on every EV it sold."

Tesla lost money on every vehicle for the first 18 years of its existence

 

[greggertruck]

Tesla lost money on every vehicle for the first 18 years of its existence

Quarter 1 2013 Tesla posted a NET profit. I know how much a stickler for the details you are.

Tesla actually grossed since day one however.

 

[Crissa]

Tesla spend a long time before making a net profit.

-Crissa

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