Ford's EV Pivot: Celebrating Transit, Navigating Delays & Investor Scrutiny
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Ford's EV Pivot: Celebrating Transit, Navigating Delays & Investor Scrutiny
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About this listen
Ford has kept the spotlight in the automotive and tech world these past few days thanks to several headline moments. The biggest news: Ford just celebrated the 60th anniversary of the legendary Ford Transit on August 9, 2025, as featured in a full run of numbers showcasing why it remains the world’s best-selling van. The company went big with this milestone, mixing warm nostalgia with reminders of Ford’s commercial dominance and global reach.
Speaking of global reach, Ford’s EV ambitions continue to be front and center but not without bumps. At a high-profile August 5 media event, Ford threw open the doors of its new Long Beach electric vehicle development center, a 300,000-square-foot jewel right by the airport. This hub is now home to a 350-person engineering and design team aiming to deliver a mid-sized electric truck by 2027, directly targeting Tesla and Chinese competitors. The site’s unveiling was handled by Ford’s own Alan Clarke—previously of Tesla—who conjured up the brand’s legacy of adaptation, resilience, and wartime ingenuity to draw parallels with modern EV challenges. Simultaneously, Ford confirmed shifting workers from its soon-to-close Irvine studio and a clear goal: making low-cost, profitable electric vehicles, an urgent mission given the company’s well-publicized $37,650 loss on each EV sold according to Ford’s Q1 earnings report.
But there’s a twist: According to a company post, Ford just delayed full production of its next-gen electric pickups at BlueOval City, pushing the timeline from late 2027 to the second quarter of 2028. The move, shared widely on Instagram, has fueled both analyst skepticism and investor chatter, especially since Ford’s performance in the EV sector remains under Wall Street’s microscope.
Yet the markets seem to be betting on legacy strength. Ford’s stock climbed four percent between August 4 and 8, closing at $11.32 per share—up 14 percent year-to-date, even as investors weigh trade tariffs and ongoing restructuring. There were no major business announcements impacting share price directly this week, but commentary from CEO Jim Farley reiterating the “everything for everyone” product philosophy, including hybrid and gas options alongside full EVs, continues to resonate.
Social buzz has been fairly muted, mostly focusing on the Transit’s big birthday, the Long Beach launch, and Ford’s evolving EV roadmap. Whether Ford’s latest moves will anchor its reputation or stir up more investor drama remains to be seen, but for now, the Blue Oval is keeping everyone watching.
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