Ford Motor Company is gambling everything on electric vehicles.
The struggling automaker just announced their most dangerous bet yet — and it could destroy the company if it fails.
And Ford made one risky truck decision that could backfire spectacularly.
Ford doubles down on electric disaster with $30,000 pickup gamble
Ford is throwing good money after bad with their latest electric vehicle announcement.
The company revealed plans to launch an affordable $30,000 four-door electric pickup truck by 2027, despite losing a staggering $5 billion on EV operations in 2024 alone.¹
This year’s expected losses will hit $5.5 billion as Ford continues bleeding money on their electric vehicle fantasy.
But that’s not stopping them from making an even bigger bet.
The new electric pickup will require a capital investment of more than $2 billion, plus another $3 billion for a new battery manufacturing plant.²
Ford is essentially betting the company’s future on a market segment that has been devastating their bottom line.
The timing couldn’t be worse for this risky gamble.
President Trump’s tariff policies are already hitting Ford with an additional $2 billion in costs this year.
Meanwhile, the Biden-era discounts and tax breaks that artificially propped up EV sales are ending on September 30.
Ford is about to launch an expensive new electric vehicle just as government subsidies disappear and tariffs hammer their finances.
Revolutionary manufacturing process masks desperate situation
Ford is trying to spin this disaster as innovation by completely changing how they build vehicles.
Instead of traditional assembly lines, they’re adopting a three-step process they compare to "making an artificial Christmas tree."
The backend will be assembled separately from the front, then joined together with the middle section in a final assembly line.³
Ford claims this will deliver a 40% time savings and 15% productivity improvement while using 20% fewer parts.
They’re also switching to cheaper lithium-iron batteries that eliminate expensive cobalt and nickel.
But all this fancy engineering can’t hide the fundamental problem — Americans aren’t buying electric vehicles in the numbers Democrats promised.
The company admits this new EV launch will be "as revolutionary as the Ford Model T."
Classic corporate spin from a company hemorrhaging cash.
Don’t expect Ford to meet their 2027 deadline
Anyone following Ford knows they’ve got a chronic problem with deadlines.
The automaker has blown launch dates on major models before, and this electric pickup involves completely new manufacturing processes.
Betting on Ford hitting their 2027 target is like betting against the house in Vegas.
Here’s what really matters – Ford’s stock has been a disaster for investors going back twenty-plus years.⁴
Wall Street has watched Ford executives make grand promises before, only to watch them crash and burn.
Smart money isn’t buying the hype this time around.
Ford wants shareholders to hand over billions more despite torching cash on EVs for years running.
The whole thing raises obvious questions Ford doesn’t want to answer.
Is the market for a lower-cost EV actually large enough to justify these massive investments?
Will the new vehicle have sufficient range to satisfy drivers worried about running out of battery charge?
Can Ford overcome the problem of long charging times that continue to plague the entire EV industry?
Most importantly, will this vehicle be competitive against Tesla’s new lower-cost Model Y?
Ford is making a desperate bet on an industry segment that has been nothing but a money pit.
The company’s balance sheet will be tested like never before as they pour billions into a market that may not want what they’re selling.
If this gamble fails, Ford could face the same fate as other American automakers that bet wrong on the future.
¹ James Rogan, "Ford’s very risky electric vehicle gambit," Washington Examiner, August 14, 2025.
² Ibid.
³ Ibid.
⁴ Ibid.
