Skip to main content

Despite reports to the contrary, Ford is not wussing out on EVs

Ford forges ahead with new plants and facility expansions for EV production

2024 Ford Mustang Mach-E Bronze front left three-quarter view parked on a hard surface road in front of a building with red and gray siding.
Ford / Ford

Ford Motor Company recently released an update on its global EV and hybrid manufacturing plants and plans. Given rampant reports of industry-wide EV sales slowdowns and automakers announcing changes in their electrification strategies, Ford’s open presentation is fresh air. Details of Ford’s programs for EV, hybrid, and ICE vehicles follow the outline Ford CEO Jim Farley shared with investors during a quarterly earnings call in early February 2024.

Why Ford’s continued EV focus matters

Three Ford F-150 Lightning models parked with red, blue and gray colors.
Ford / Ford

Global electrification of the automobile industry is a given, but in these still-early days in the transition, corporate messaging can either add to the confusion or calm hypersensitive observers. It’s easy to report that X company’s EV sales are down one month, but if direct competitors began selling new electric models during the same period, apparently contradictory headlines can both be accurate. With current electric vehicle sales reporting, traditional year-0ver-year comparisons have little value, and even quarter-to-quarter metrics are suspect.

As companies such as Ford focus, adjust, and fine-tune their strategies, no major automotive entity that expects to survive the 2030s will stop investing in an EV future. It takes too long to build massive new production facilities and to bring them online to put it off, waiting for a few quarters of unqualified successes. Ford and other automakers announce factory line conversions to favor market actions and opportunities. However,  shifting and retooling a manufacturing line isn’t an overnight process, even without dramatic powertrain conversions.

Ford announced plans and programs for assembly plants in Ontario, Tennessee, and Ohio and battery manufacturing in Michigan, Tennessee, and Kentucky. In addition, Ford’s skunkworks team in California continues to focus on an EV platform for smaller, lower-cost vehicles.

Revision and refocus in Ontario, Canada

Ford F-150 Lightning Larat model

During Q2 2024, Ford will begin transforming an ICE vehicle assembly plant in Ontario to produce three-row EVs eventually. The timeline for the large electric SUV has been pushed back. Previously set to start production in 2025, the schedule has been adjusted to begin in 2027. Ford states the time shift will “allow for the consumer market for three-row EVs to further develop.” Ford also plans to use the extra time to incorporate new battery technologies in the  EVs to increase their value and long-term use.

Blue Oval City, Tennessee

2022 Ford Maverick front end angle from passenger side on a gravel parking lot with metal braces and trees in the back.
Joel Patel/The Manual / DTMG

Ford’s Tennessee EV complex will be home to the Tennessee Electric Vehicle Center. Designed to increase quality and efficiency through automation and connectivity, this will be Ford’s initial industry 4.0 plant. The Blue Oval City campus will also include metal stamping, paint, and vehicle assembly for Ford’s next-generation BEV truck.

Electric commercial vehicles built in Ohio

2024 Ford F-150 Lariat pickup truck front left three-quarter view parked on grass in front of trees.
Ford Motor Co. / Ford Motor Co.

Ford has a large share of the commercial vehicle business. The Ford Pro division is currently expanding an existing assembly plant in Ohio to be ready to manufacture a new BEV specifically for Ford Pro commercial customers.

Editors' Recommendations

Bruce Brown
Digital Trends Contributing Editor Bruce Brown is a member of the Smart Homes and Cars teams. He also writes technology news…
The Jeep Recon EV: What we know so far
The trail-ready Jeep Recon: Is it or isn't it a Wrangler EV placeholder?
Gray Jeep Recon concept EV with doors off at the bottom of a rocky incline.

Look for Jeep to start taking orders for the 2025 Jeep Recon EV in late 2024. The Recon will be Jeep's second BEV to launch in the U.S., following this year's all-electric Wagoneer S. The Recon will be trail-rated, ready for off-road fun, but not a replacement for the Wrangler EV, which is scheduled for later release.
Why the Jeep Recon EV is important

Jeep's parent company, Stellantis, has been clear about its electrification plans and goals. In Q3 2022, after launching the 2021 Jeep Wrangler 4xe plug-in hybrid electric vehicle (PHEV), Stellantis revealed the next phase, which the company terms Jeep's "all-electric product offensive to become the global Zero-Emission SUV leader."

Read more
The Volkswagen GTI EV: What we know so far
Here's why the GTI EV is definitely in VW's production plans
Volkswagen GTI EV concept in red left front three-quarter view on a loose gray gravel surface.

Rumors about new electric car models pop up, spread fast,  and soon fly away like dandelions in springtime, but that's not the case with an electrified Volkswagen GTI performance hatchback. The company hasn't announced a firm launch date for the electric version of the original hot hatch, but VW has confirmed that a GTI EV is coming.
Why the VW GTI EV matters

Generations of drivers have enjoyed the fossil-fuel-powered VW GTI. If the Volkswagen Beetle was the consummate "people's car," the VW GTI is the "people's performance car." The Golf GTI launched in 1976 in Europe, but it wasn't until 1983 that the GTI made it to the U.S. until 1983, where it was called the Rabbit GTI. I owned a 1985 GTI and had rollicking good times driving it throughout New England. With its surprisingly capacious cargo space when the second-row seats were folded down, the front-wheel drive GTI was as practical as fun.

Read more
Ford’s hybrid vehicle strategy pays off with new all-time sales record
Ford's hybrid vehicle strategy pays off
Ford Hybrid F-150 pulling an Airstream trailer on a two-lane road with trees next to the road.

Ford reported good news for hybrid sales in its latest monthly report from the company's Dearborn, Michigan headquarters. Like other automakers on the path to electrification, Ford is paying close attention to its all-electric, gasoline-only, and hybrid vehicle sales. in April 2024, Ford sold 17,997 hybrid vehicles in the U.S. That's a new monthly record for Ford, 60% higher than its hybrid sales in April 2023.
Why Ford's hybrid sales success matters
Ford enjoyed immediate sales success with its original battery-electric vehicles (BEVs), the Mustang Mach-E and the F-150 Lightning. Immediately after their respective launches, the Mach-E in 2021 and the Lightning in 2022, demand far outstripped supply, leading to price increases and plans to add production shifts and facilities.

When the demand for the Mach-E and Lightning softened, a reaction to price increases and increased post-COVID overall vehicle supply, Ford retrenched on some expansion immediate plans. In a Ford investor call earlier this year, Ford CEO Jim Farley pointed to continued major investments in electrification. He also spoke about hybrids' position and market share in Ford's lineup, especially with trucks.

Read more