Ford's electric car business: realignment with billion-dollar write-down

Course Correction Ford Changes Strategy for Electric Cars

2025-12-16 From Peter Königsreuther | Translated by AI 1 min Reading Time

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Ford's pure electric car business only brings losses, it is said. Now they want to put the whole thing on a new footing and are even accepting a huge write-down ...

In the US, pickups are in demand, such as the Ford F-150 here. That’s why they also wanted to offer it in an electric version. Unfortunately, that flopped. Ford is therefore changing its strategy in car manufacturing and shifting the focus, among other things, to hybrid drives ...(Image: Ford) — In the US, pickups are in demand, such as the Ford F-150 here. That’s why they also wanted to offer it in an electric version. Unfortunately, that flopped. Ford is therefore changing its strategy in car manufacturing and shifting the focus, among other things, to hybrid drives ...
(Image: Ford)

Ford is overhauling its loss-making electric car business, which is accompanied by a massive write-off, as has now been revealed. This is expected to mostly take place in the current quarter and amount to around $19.5 billion (€16.6 billion). Additionally, the fully electric version of the large F-150 pickup truck will be discontinued, according to another decision from Dearborn in the USA. In the future, Ford aims to focus more on hybrid vehicles. For purely electric cars, the company plans to focus on smaller models. For context: following Tesla's success, major US automakers General Motors, Ford, and Stellantis invested billions to offer more electric cars. They also decided to turn the popular pickup trucks in the US into electric vehicles. The F-150 is also one of the best-selling models of this kind in the US car market. However, the electric pickups—whether it's the F-150 or Tesla's Cybertruck—were reportedly selling only hesitantly.

Ford Wants to Offer Affordable Electric Cars And Hybrids

The abolition of the $7,500 electric car subsidy by Donald Trump dealt another blow to the market. Recently, electric cars accounted for just five percent of Ford's business, Ford CEO Jim Farley recalls. However, before the subsidies expired at the end of September, it had been twelve percent. Ford, as Farley further elaborates, was making quarterly losses in the billions from its electric car business, although these were at least offset by the sales of combustion engines and commercial vehicles. With a new vehicle platform, Ford plans to develop cheaper electric cars starting at $30,000 from next year, in light of these developments. The transition to hybrid drive vehicles is also expected to create thousands of new jobs in the US, according to Ford's projections.

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Date: 08.12.2025

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