Ford doubles down on EV future

[Skye]

For perspective of manufacturer vehicle inventories, I crunched numbers involving some of the larger US vehicle companies. This exercise was to gauge the gravity of the Tesla, 50,000 on-lot number mentioned earlier.

Using www.autotrader.com, I did searches for new vehicles on lots throughout the US. I later gathered some general US production numbers for 2023 and 2024 Model Years.

Specific to Tesla, Autotrader did not list their cars, maybe due to agreements, probably due to Tesla's sales models. I used the 50,000 number referenced earlier.

These are general numbers. Other web sites might present more or less, but it gives a sense of inventories sitting on lots in the US.

I did not distinguish between 2024 and 2025 on any of the vehicles listed. I selected "new" only. For many companies, they're in the middle of the 24/25 changeover. If I cut Ford's or GM's on-lot numbers by half, that would bring the amount of inventory to production to 11.4% for Ford and 7.8% for GM respectively. The % of production Tesla has in US inventory does not appear to be out of line with other manufacturers.

While GM, Ford and other manufacturers often report US production numbers, or, those are easy to find, Tesla reports global numbers. Performing some general searches on the internet, the Tesla plant in Germany produces, on average, 200,000 vehicles a year. In other searches, references mention approximately half of Teslas produced are in China (for the Chinese markets). I subtracted these amounts from the total annual sales, and then used the 50,000 number referenced earlier.

Tesla, new, sitting on lot: 50,000

Annual Production, Global, 2024: 1,773,443
Annual Production, Germany: (200,000)
Annual Production, China: (886,721)

=

Annual Production, US: 686,712

On lot, new, US:(7.3%)

-------------------

Ford, new, sitting on lot, US (all): 379,985

Ford, electric, sitting on lot: 10,105

Lincoln, new, sitting on lot, US (all): 32,170

Ford + Lincoln, new, sitting on lot: 379,985+32,170 =412,155

Annual Production, US, 2023: 1.8M

On lot, new, US (all): 11.4 - 22.9% (see reasoning above)

-------------------

Buick, new, sitting on lot (all): 49,637

Cadillac, new, sitting on lot (all): 34,755

Chevrolet, new, sitting on lot (all): 244,413

Chevy, electric, sitting on lot: 17,950

GMC, new, sitting on lot (all): 91,513

GM, new sitting on lot (all): 49,637+34,755+244,413+91,153 =419,958

GM (Chevy, et al.) Annual Production, US, 2.7M

On lot, new (all): 7.8 - 15.6% (see reasoning above)

-------------------

Honda, new, sitting on lot (all): 138,261

Honda, electric, sitting on lot: 4,937

-------------------

Nissan, new, sitting on lot: 121,821

Nissan, electric, sitting on lot: 4,308

-------------------

Toyota, new, sitting on lot: 121,530

Toyota, electric, sitting on lot: 2,539

-------------------

Dodge: 16, 163

Chrysler: 6,449

Edit,

Like any manufacturer, I do expect Tesla sales to ebb and flow over time. IMO, if sales do begin a steady trend down, I don't think it's due to the vehicles being EVs. I think it'd be due to a stale product line and poor QC. Cybertruck or Rivian? Rivian, hands down. Tesla sedan or virtually any other EV line? Virtually any other.

Sponsored

 

[Zig]

… As if all of that wasn't enough the new AI electrical requirements will relegate EVs to the back burner (of a gas stove that is)….

Ding ding ding ding ding … if you thought evs lived on electricity you haven’t met ai yet.

 

[Q6543]

Ok…. I was wrong completely wrong,
I don’t want to give away inside info, they’re IS a new engine coming
No specs, but should out do the predator/raptor… I have the project name but don’t want to say it and get in trouble.

Quotre from @Q6543 " ....very little money, if any will go to future ICE development." ..... Really?

bruh… keep up with the thread… things change in real time.

but the initial post was about Ford promoting their EV C.O.O. to Chief of Strategy.

And we’re going gen 4 nuclear globally, energy/electricty is not a problem.

 

[Gregs24]

For perspective, I crunched numbers involving some of the larger US vehicle companies.

Using www.autotrader.com, I did searches for new vehicles on lots throughout the US. I later gathered some general US production numbers for 2023 and 2024 Model Years.

Specific to Tesla, Autotrader did not list their cars, maybe due to agreements, probably due to Tesla's sales models. I used the 50,000 number referenced earlier.

These are general numbers. Other web sites might present more or less, but it gives a sense of inventories sitting on lots in the US.

I did not distinguish between 2024 and 2025 on any of the vehicles listed. I selected "new" only. For many companies, they're in the middle of the 24/25 changeover. If I cut Ford's or GM's on-lot numbers by half, that would bring the amount to 11.4% for Ford and 7.8% for GM. This exercise was to gauge the gravity of the 50,000 number. The % of production Tesla has in inventory doesn't seem to be out of line with other manufacturers.

While GM, Ford and other manufacturers often report US production numbers, or, those are easy to find, Tesla reports global numbers. Performing some general searches on the internet, the Tesla plant in Germany produces, on average, 200,000 vehicles a year. In other searches, references mention approximately half of Teslas produced are in China (for the Chinese markets). I subtracted these amounts from the total annual sales, and then used the 50,000 number referenced earlier.

Tesla, new, sitting on lot: 50,000

Annual Production, Global, 2024: 1,773,443
Annual Production, Germany: (200,000)
Annual Production, China: (886,721)

=

Annual Production, US: 686,712

On lot, new, US:(7.3%)

-------------------

Ford, new, sitting on lot, US (all): 379,985

Ford, electric, sitting on lot: 10,105

Lincoln, new, sitting on lot, US (all): 32,170

Ford + Lincoln, new, sitting on lot: 379,985+32,170 =412,155

Annual Production, US, 2023: 1.8M

On lot, new, US (all): 22.9%

-------------------

Buick, new, sitting on lot (all): 49,637

Cadillac, new, sitting on lot (all): 34,755

Chevrolet, new, sitting on lot (all): 244,413

Chevy, electric, sitting on lot: 17,950

GMC, new, sitting on lot (all): 91,513

GM, new sitting on lot (all): 49,637+34,755+244,413+91,153 =419,958

GM (Chevy, et al.) Annual Production, US, 2.7M

On lot, new (all): 15.6%

-------------------

Honda, new, sitting on lot (all): 138,261

Honda, electric, sitting on lot: 4,937

-------------------

Nissan, new, sitting on lot: 121,821

Nissan, electric, sitting on lot: 4,308

-------------------

Toyota, new, sitting on lot: 121,530

Toyota, electric, sitting on lot: 2,539

-------------------

Dodge: 16, 163

Chrysler: 6,449

Interesting data - thanks

Always better than uninformed opinion I find, although of course it doesn't always fit the desired narrative

 

[Gregs24]

bruh… keep up with the thread… things change in real time.

but the initial post was about Ford promoting their EV C.O.O. to Chief of Strategy.

And we’re going gen 4 nuclear globally, energy/electricty is not a problem.

The initial thread post and subject rarely last more than a page before the derailment occurs!

Yes, most countries are investing in infrastructure for electricity supplies, even though demand in established countries has fallen for the last decade or so because of things like LED lighting. Even in the US it has been pretty flat for the last 20 years.

 

[Zig]

bruh… keep up with the thread… things change in real time.

but the initial post was about Ford promoting their EV C.O.O. to Chief of Strategy.

And we’re going gen 4 nuclear globally, energy/electricty is not a problem.

Thin air distribution hasn’t yet achieved mainstream, so potentially still an issue.

bringing ev into ice combines efficiencies

 

[A10devil]

The initial thread post and subject rarely last more than a page before the derailment occurs!

Yes, most countries are investing in infrastructure for electricity supplies, even though demand in established countries has fallen for the last decade or so because of things like LED lighting. Even in the US it has been pretty flat for the last 20 years.

Rereading the thread, quickly see the derailment occurred by the likes of you warping EV trends and data to fit your narrative.

 

[Mr Hyde]

Rereading the thread, quickly see the derailment occurred by the likes of you warping EV trends and data to fit your narrative.

just put the troll on ignore and enjoy the exhaust notes. Now you will be able to tell if its the car whining or just the trollercoaster.

Sponsored