.
@Ford
CEO Jim Farley reiterates that F-150 Lightning is sold out for two or three years. Company stopped taking reservations for the vehicle at 200k units.
Ford CEO Jim Farley, as he does every so often (sometimes compliments) takes a dig at Tesla when talking to
@jimcramer
: "We don’t want to build these vehicles in tents." $F $TSLA
This video looks like 2 vans following each other, which it is, but it’s also a demo of Toyota’s “Hitchless Towing.” The 2nd vehicle is following the 1st without anyone touching the wheel in the second car. This is a tech in R&D that theoretically could be used for trailers.
Some personal news: Starting next month, I will begin covering the global auto industry for
@CNBC
. I will remain based in
#Detroit
. It will be tough leaving my amazing colleagues at
@Automotive_News
but I look to joining the great staff and world-class newsroom of CNBC.
Interesting: GM using its Hydrotec fuel cell chargers/cubes to charge Hummers instead of diesel generators for portable charging like others have done.
I was wrong. I was wrong for not better cross referencing a source. I was wrong for going against my gut. I’m sorry. I won’t blame Volkswagen PR, marketing or even the source. I blame myself. While this may be a funny April Fool’s Day prank to some, I’ve been sick to my stomach.
New video footage and photos of an electric Ford F-150 Lightning fire earlier this year obtained by
@CNBC
through Michigan FOIA requests highlight an emerging concern regarding the adoption of EVs: Volatile battery fires.
Was able to drive the
@Ford
Mustang Mach-E today. Can’t discuss driving it yet, but just based on the size and interior alone, expect a lot of comparisons to the
@Tesla
Model Y.
Trouble brewing for
#UAW
-
@GM
: 3 major plants in MI, MO & TN representing 9,730, or 21%, of GM's 46,000 UAW employees have voted against the pact in recent days.
Of note: GM could fail; Ford & STLA could pass (not contingent on one another)
UAW president says union has filed unfair labor practice charges against GM, Stellantis over contract talks $GM
#STLA
; and details of $F's recent offer.
Just ahead of
#UAW
President Shawn Fain preparing to address union members: Autoworker union president who donned 'eat the rich' shirt is in top 5% of earners
#FoxBusiness
As announced,
@UAW
President Shawn Fain in kicking off contract negotiations with GM, Ford and Stellantis with workers at the gates of auto plants. Beginning this morning with a Ram truck plant in Sterling Heights, Mich.
$GM continues to not be interested in developing its own nationwide charging network, Carlisle says. Company, as it has been, prefers investing and partnering with others.
A lot of glowing reviews, but this one is the most important for $F, $GM &, eventually $STLA: The $73,000 electric Rivian R1T has clever camping-gear gimmicks, but it's not a work truck via
@luxury
@HannahElliott
I tired of this argument/statement. It's not too late FOR ANY automaker on EVs. The entire segment represented less than 6% of all new vehicles sold last year and the current EVs that are coming to market are far better than previous ones but still need A LOT of improvements ...
.
@GM
President Mark Reuss announces $3 billion investment for new all-electric pickups &
@Cruise
Origin autonomous vehicle, including $2.2B investment for Detroit-Hamtramck Assembly in Michigan & $800M for supplier retooling.
This is still trending in
@CNBC
's top 5, so if you somehow missed it, here you go: Ford's new custom electric pickup truck is a blast from the past (This is by far the longest run I've seen for any auto article, but can't speak for all Tesla articles)
Just going to throw this out there because I've been thinking about it a lot lately: What if EVs don't actually work out? Regardless of the hype right now, actual adoption remains extremely low and some of these EV forecasts are pretty optimistic.
.
@Ford
&
@PGE4Me
announce pilot to test bidirectional charging connected to California grid for F-150 Lightning. This is in addition to the truck being capable to provide power to homes w/ non-PG&E customers; announcment follows similar to GM, but $F says it will be first.
NEW:
#UAW
President Shawn Fain announces new round of plant strikes will be announced if no deals reached: "Autoworkers have waited long enough to make things right at the big 3. We’re not waiting around and we’re not messing around. So noon Friday, Sept. 22 is a new deadline."
Back at
@Ford
’s $F new Rouge Electric Vehicle Center where it will be assembling the electric F-150 Lightning. A bit more going on here than the last time when
@POTUS
visited and took the vehicle for a test drive.
$GM CEO Mary Barra says company will announce a third EV truck plant soon, as it pulls ahead some investments from second half of decade into $35 billion investment in EV/AV through 2035.
For context, Tesla’s long-delayed Cybertruck is not yet available; Lighting is outselling Rivian R1T and GMC Hummer EV — the only two electric pickups on the market.
$GM-
#UAW
deal back on track for ratification after major plant approves pact; As of Wednesday afternoon, the deal had the support of about 54% of the roughly 30,700 autoworkers whose votes had been finalized by the union.
New strong statement from $GM CEO Mary Barra, echoing some remarks of here crosstown rival Farley: “We need the UAW leadership at the bargaining table with the clear intent of reaching an agreement now. For them to do otherwise is putting our collective future at stake.”
UAW Secretary-Treasurer Margaret Mock opens rally with talking about strike pay. Says the union is updating the process by eliminating paper checks, will be deposited directly into bank accounts.
Here at
@Ford
’s new Rouge Electric Vehicle Center where
@POTUS
is expected to visit and make remarks in a couple hours. I’m going to assume that vehicle is the new electric F-150 Lightning?
On the potential
@Apple
car news for tech people covering this: Manufacturing a vehicle is NOT easy. You can ask
@elonmusk
or
@Tesla
. Car regulation & safety hurdles are FAR GREATER than a cellphone or laptop; Margins on contract manufacturing a car versus cellphone a FAR LOWER.
Doug Field, head of $F EVs and digital systems, says automakers have gone too far with touchscreens. Says some controls are just better with physical buttons/knobs.
Ford releases details of latest record, “comprehensive” offer to
#UAW
, including 26% wages for temps; 20% increases for traditional and other tweaked benefits compared to last offer. Also note April 2028 timeframe. $F
A quick gallery I like to call, “What’s Under There?” For those of you not familiar with Industry Days at
@NAIASDetroit
, engineers run around benchmarking the competition. Always entertaining.
.
@Ford
CEO Jim Farley: “One of the most important parts of our strategy is to partner," he told
@CNBC
. "That means that we have to get out of the business of doing generic things that we do not add value, like navigation systems and a lot of the in-car entertainment experience.”