AAH #753 - The U.S. Pivots From BEV to ICE
About this episode
A deep dive into the shifting landscape of the automotive industry, focusing on Ford's recent earnings report and the implications of changing emission standards. The discussion features insights from industry experts, including Michael Robinett from S&P Global and Keith Notton from Bloomberg. Key topics include Ford's struggles with tariffs, the impact of EVs on traditional combustion engines, and the challenges posed by recalls and warranty costs. The episode also touches on the future of electric vehicles and the potential for a return to ICE dominance amid regulatory changes.
Ford Bronco
"...thousand dollars advantage over an American built Bronco. So they feel like they're the American company p..."
Ford Mustang
"...ple, Ford has had the stop sale on their electric Mustang Mokey because of that problem with the door locks..."
Ford Model T
"...le of weeks from now they're going to have like a Model T moment. I'm going to hold back here just to make ..."
Ford F-150 Lightning
"...seven. So their last new electric vehicle was the Lightning and how long have we had that now? Three years? A..."
Dodge Charger
"...EV. But yet I don't have to worry about finding a charger. I can go five six hundred miles and I'm good and..."
Ford Explorer
"...d States, and in fact, in North America they made explorers there, they made rangers there. It was. It was a ..."
Ford Bronco Sport
"...hink about that. So you started the portfolio, go Bronco Sport and then and then yeah, there's a Bronco, but you..."
Ford Escape
"...f that space. Speaker 2: Well, why would you drop Escape? And what's the Lincoln the course air of course ..."
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