“So I think the customer has spoken. That’s the punchline,” he said during Tuesday’s earnings call. Ford’s EV unit posted a $4.8 billion loss in 2025, as sales of its Mustang Mach-E, F-150 Lightning, and E-Transit fell 14% from a year earlier.
Now, the automaker is reshaping its electric strategy — shifting toward lower-cost, high-volume EVs and leaning harder into hybrids. It’s a reversal of Ford’s early strategy of electrifying its most iconic, priciest vehicles first, betting that brand loyalty and subsidies would offset sticker shock.
Look, wages should be higher, but by allowing those Chinese shitmobiles on the market we’re not allowing higher wage workers to compete at all. Consumers in general won’t know or care while making choices.
I’d pay 5% more for a car to cover the difference in wages. But that’s not driving the price.
If true, this is where tariffs can be a useful tool. Slap an 8% tariff on Chinese made cars to even the playing field and let them all compete on their own merits
TBH I’d be fine with Embargoing China and Russia altogether. Show the same spine the USA had in the 20th century.