Signs of Ford Collapse

Discussion in 'Stocks' started by VicBee, Feb 6, 2023.

  1. SunTrader

    SunTrader

    Better to just buy a hybrid instead.
     
    #31     Feb 6, 2023

  2. Careful Cuddles, Barron is watching! :)
     
    #32     Feb 6, 2023
  3. Whoa. Come again Buy1Sell2? I'm not that up on the auto industry, but I follow it a bit. My understanding is that the car companies were moving the earth and moon to get away from ICE and move to electric? Is that not right? So you think that all that is doomed to reverse itself? TESLA doomed? The traditional car companies moving to electric to grt their noses bloodied and move back to ICE?

    Thanks Buy1Sell2!
     
    #33     Feb 6, 2023
  4. M.W.

    M.W.

    Lol, 10 bln to update infrastructure? Even 100bln would be a joke given the paper money that is sloshing through the system. If that's all it takes then there is nothing to fear. I am afraid it will cost a multiple that to upgrade the power infrastructure of the entire continent.

     
    #34     Feb 6, 2023
  5. Cuddles

    Cuddles

    Redundancy how exactly? Unless your dual motor model has redundancy allowed (which they don't), an EV is no more redundant than an ICE vehicle. I can store a barrel of gas or diesel at home too if I wanted "redundancy" of energy. You still gotta refill those propane tanks right since you're not on grid NG, how is it different than relying on the gas station? At least solar is more redundant if the grid goes down.
     
    #35     Feb 6, 2023
    SunTrader likes this.
  6. Buy1Sell2

    Buy1Sell2

    Not enough cars can be produced to switch everyone over to Lectric in a short amount of time. Furthermore, and actually part of the same point, there are not enough materials to make enough batteries etc and the Lectric grid can't handle the charging. Hell, they can't even run all the air conditioners in California right now. The answer is a switch to Hydrogen cars over a period of 80 to 100 years. Lectric is out. Hydrogen is in. I wouldn't be surprised if Tesla is already working on Hydrogen vehicles.
     
    #36     Feb 6, 2023
  7. Peter8519

    Peter8519

    Auto bigwigs are unable to fix its own problem. The best they could do is meandering.
    Bob Lutz predicted Tesla would go broke.
     
    #37     Feb 6, 2023
  8. VicBee

    VicBee

    Lol... Ford loses money on every vehicle they make. The only reason they will survive is the same as Soviet Russia.. government support for labor unions who only care about the paycheck. Too unionized to fail, remember?
     
    #38     Feb 6, 2023
  9. Cuddles

    Cuddles

    I said model s, not ludicrous. I'm not Toretto, I don't live my life one traffic light at a time.
    ford did not take gov bailout funds
     
    #39     Feb 6, 2023
  10. Peter8519

    Peter8519

    With EV market share at 17% and growing, Toyota CEO stepped down for missing EV market. Betting on hydrogen on fuel cell and ICE engines maybe ahead of its time. As crude oil becomes scarce, passenger cars going to EV is a low hanging fruit.
    Use of oil - U.S. Energy Information Administration (EIA)
    Tractors, combined and other heavy equipment will still depend on ICE until there is breakthrough in battery technology.

    Why would Ford scale back on sedan car production? Cannot compete. Slow on EV front is making it worse. Competitors are established and lock in their supply chain. Those in the supply chain line should know that it takes time to qualify, negotiate price and sign contract. I don't think Ford knows how many lithium batteries they need and suppliers just cannot commit to a vapor demand. No demand figures, how to negotiate price?
    Ford has bigger problems than an EV price war | Financial Times (ft.com)
     
    Last edited: Feb 6, 2023
    #40     Feb 6, 2023