Ford's Strategic Shift in EV Spending and Powertrain Flexibility
Jim Farley highlighted a significant reallocation of EV capital from first-generation products to next-generation EVs, including a move towards LFP batteries and a focus on hybrid and PHEV offerings.
The company is shifting from a broad EV launch schedule to a more selective, segment-focused approach, emphasizing profitability and customer preferences.
Ford's strategy involves partnerships for EV architecture, especially in international markets, and a focus on regional customization to optimize costs and compliance.