Company to scrap several electric models and focus on gas and hybrid as US president pulls support for EVs

Ford said on Monday it will take a $19.5bn writedown and is killing several electric-vehicle models, in the most dramatic example yet of the auto industrys retreat from battery-powered models in response to the Trump administrations policies and weakening EV demand.

Ford, based in Dearborn, Michigan, said it will stop making the F-150 Lightning in its electric vehicle form, but will pivot to producing an extended-range electric model, a version of a hybrid vehicle called an Erev, which uses a gas-powered generator to recharge the battery.

The company is also scrapping a next-generation electric truck, codenamed the T3, as well as planned electric commercial vans.

Instead, Ford said it will pivot hard into gas and hybrid models, and eventually hire thousands of workers, even though there will be some layoffs at a jointly owned Tennessee battery plant in the near term. The company expects its global mix of hybrids, extended-range EVs and pure EVs to reach 50% by 2030, from 17% today.

Ford will spread out the writedown, taken primarily in the fourth quarter and continuing through next year and into 2027, the company said. About $8.5bn is related to cancelling planned EV models. Around $6bn is tied to the dissolution of a battery joint venture with South Koreas SK On, and $5bn on what Ford called program-related expenses.

Fords shift reflects the auto industrys response to waning demand for battery-powered models, after car companies plowed hundreds of billions of dollars into EV investments early this decade. The outlook for electrics dimmed significantly this year as Donald Trumps policies yanked federal support for EVs and eased tailpipe-emissions rules, which could encourage carmakers to sell more gas-powered cars.

US sales of electric vehicles fell about 40% in November, following the September 30 expiration of a $7,500 consumer tax credit, which had been in place for more than 15 years to stoke demand. The Trump administration also included in the massive tax and spending bill that passed in July a freeze on fines that automakers pay for violating fuel-economy regulations.

Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher-returning areas, said Andrew Frick, head of Fords gas and electric-vehicle operations.

The F-150 Lightning rolled off assembly lines starting in 2022 with much fanfare Comedian Jimmy Fallon wrote a song about the truck. Ford increased production of the model to meet an influx of 200,000 orders, but sales havent kept pace.

The company sold 25,583 Lightnings through November of this year, a 10% decrease from the prior-year period.

The successor to the F-150 Lightning, the T3 truck, was supposed to be built ground-up for production at a new complex in Tennessee, and be a core part of Fords second-generation EV lineup. Ford is now replacing production of the EV pickup with new gas-powered trucks starting in 2029 at the Tennessee factory.

Ford effectively killed the entirety of its announced second-generation of EV models with Mondays announcement.

For its future EV lineup, the company is shifting focus to more affordable EV models, conceived by a so-called skunkworks team in California. The first model from that team is slated to be priced at about $30,000 and go on sale in 2027. This midsize EV truck is being built at Fords Louisville plant.

随着美国总统撤回对电动车的支持，某公司计划停产多款电动车型，转而聚焦燃油车与混合动力车型

福特公司周一宣布，将计提195亿美元减值损失，并停产数款电动车型。这是汽车行业因特朗普政府政策及电动汽车需求疲软而缩减电池动力车型计划的最显著例证。

总部位于密歇根州迪尔伯恩的福特公司宣布，将停止生产纯电动版F-150 Lightning，转而生产一款增程式电动车型。该车型名为Erev，属于混合动力汽车的一种，通过汽油发电机为电池充电。

该公司还取消了代号为T3的下一代电动卡车以及计划中的电动商用货车项目。

福特公司表示，将全力转向燃油车和混合动力车型，并最终招聘数千名员工，尽管短期内其位于田纳西州的合资电池工厂将进行部分裁员。该公司预计，到2030年，其全球混合动力汽车、增程式电动汽车和纯电动汽车的占比将从目前的17%提升至50%。

福特公司表示，此次资产减记将主要从第四季度开始，并持续至明年直至2027年。其中约85亿美元涉及取消计划中的电动车型项目，约60亿美元与解散韩国SK On的电池合资企业相关，另有50亿美元被福特称为"项目相关费用"。

福特公司的战略转变反映了汽车行业对纯电车型需求减弱的应对措施。本世纪初，各大车企曾投入数千亿美元布局电动汽车领域。然而，随着唐纳德·特朗普的政策取消了对电动汽车的联邦补贴并放宽尾气排放标准，今年电动汽车的发展前景明显黯淡，这可能促使汽车制造商转而销售更多燃油车型。

美国电动汽车销量在11月下滑约40%，此前一项为期15年多、旨在刺激需求的7500美元消费者税收抵免政策于9月30日到期。特朗普政府还在7月通过的巨额税收和支出法案中，纳入了暂停对汽车制造商违反燃油经济性法规处以罚款的条款。

福特汽车公司燃油车及电动车业务负责人安德鲁·弗里克（Andrew Frick）表示："与其继续在目前看不到盈利前景的大型电动车上投入数十亿美元，我们决定将资金配置到回报率更高的领域。"

福特F-150 Lightning电动皮卡于2022年正式下线，其发布仪式声势浩大，连喜剧演员吉米·法伦（Jimmy Fallon）都为其创作了一首歌曲。为应对20万辆订单的激增需求，福特提高了该车型的产量，但实际销量却未能跟上预期。

截至今年11月，该公司共售出25,583辆Lightning车型，较去年同期下降10%。

作为F-150 Lightning的继任者，T3卡车原本计划在田纳西州的新工厂从头开始生产，并成为福特第二代电动汽车阵容的核心部分。然而，福特现已决定从2029年起，在该田纳西工厂停产电动皮卡，转而生产新型燃油卡车。

福特公司周一的声明实际上彻底取消了其已公布的第二代电动汽车全系车型计划。

该公司正将未来电动车阵容的重点转向更经济的电动车型，这些车型由加州一个所谓的臭鼬工厂团队设计。该团队的首款车型定价预计约为3万美元，将于2027年上市。这款中型电动卡车正在福特公司位于路易斯维尔的工厂生产。