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Comment by WorldMaker

7 hours ago

> No, because American truck buyers seem to prefer non-EV trucks

For now. In a market with very few EV trucks (and very few EVs in general, and very few cheap ones).

If Rivian found a way to mass-produce an R1T at half the price, does Ford compete?

If BYD builds a North American truck in Mexico, does Ford compete?

GM's Silverado EV is growing at a decent clip, including commercial fleet sales, and looks possibly set up already to eat the market that Ford is leaving behind. If GM sales continue and maybe extend to another, cheaper pickup truck EV model, does Ford compete?

If Hyundai or Honda figure out how to get EV truck sales going in the US, does Ford compete?

Ford's pitching an EREV pivot as a "best of both worlds" situation. GM back in 2019 said EREV was a "worst of both worlds" situation that complicated drive trains for not enough benefit, especially to the consumer. Is Ford signalling competitiveness by ignoring warnings from their actual competitors?