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The company is attempting to be hush-hush about this, but my (soon to be ex) co-workers are announcing on LinkedIn. Last day in the office is today for some.
This entire industry (ev charging) is cooked. All players are trying to get acquired by either an (ev) auto manufacturer or an energy company (like a Shell) increasing footprint in the ev charging space.
https://www.yahoo.com/autos/ev-and-future-tech/articles/chinas-byd-ev-secures-over-010000775.html
2021: Collected three months pay
2022: Collected 12 months pay
2023: Collected 12 months pay
2024: Collected 12 months pay
2025: Collected 12 months pay
2026: Collected five months pay, and got fired with a press release saying he was leaving on his own volition.
He’s pretty darn proud of his accomplishments.
Tesla has laid off 22% of its workforce. This action follows two years of declining sales. Sales of electric vehicles have slowed significantly. Federal payments for consumer EV purchases ended last October. General Motors also anticipates a $6 billion loss from EV sales for 2025.
Texas
https://ktrh.iheart.com/featured/houston-texas-news/content/2026-04-07-tesla-layoffs-contrast-with-musk-bonus/
Junk cars with junk parts
Recalls everywhere
But the guys in coats and suits are happy making their bonuses blaming others..
Only a fool will buy the evs here
General Motors and Samsung are constructing an EV battery plant. This facility is located in New Carlisle, Indiana, and broke ground in August 2024. Construction on the project is now experiencing a slowdown. Contractor Barton Marlow confirmed recent layoffs for some of its workforce. This change may indicate a shift in the plant's original 2027 opening schedule.
New Carlisle, Indiana
https://www.motorbiscuit.com/gm-factory-workers-laid-off-2/
So it looks like Hertz execs gave bad intel about the true costs and savings during the big EV initiative creating fake financials to dupe investors in their great EV plan. I am sure we will get pennies on the dollar for the shares we bought but at least the truth is out about the fraud
Bentley Motors will cut 275 office roles. This represents about 6% of its total workforce. Declining China sales and low EV demand are factors. US tariffs also contributed to this decision. The company aims to maintain competitiveness.
https://www.storyboard18.com/brand-marketing/bentley-to-cut-275-jobs-amid-china-slowdown-weak-ev-demand-and-us-tariffs-ws-l-92511.htm
As automakers back away from EVs, workers at newly converted plants are being shown the door. GM’s Factory Zero slashed staffing from 3,300 workers to about 1,000. Stellantis laid off 3,200 employees with a robocall, and Ford stopped electric F-150 production, leaving 4,000 workers waiting to see what comes next.
https://www.motorbiscuit.com/auto-company-laying-off-workers/
https://www.newsbreak.com/share/4465210319262-they-ll-never-make-money-as-ford-ceo-concedes-defeat-after-19-5b-ev-disaster?s=a7&share_destination_id=MzM0NzE4NTM5LTE3Njk3MzAyMDczNDg=&pd=0MeRa7lC&hl=en_US&send_time=1769730207&actBtn=bottomBar&_f=app_share&trans_data=%7B%22platform%22%3A1%2C%22cv%22%3A%2226.3.2%22%2C%22languages%22%3A%22en%22%7D
https://www.msn.com/en-us/money/other/i-test-drove-a-chinese-ev-now-i-don-t-want-to-buy-american-cars-anymore/ar-AA1VhJri
Will need it to drive the final nail into the Model e coffin. Winter is coming…
https://electrek.co/2026/01/13/canada-china-near-deal-drop-ev-tariffs-trump-pushes-allies-away/
https://electrek.co/2026/01/05/chinese-auto-giant-geely-to-announce-entry-into-us-ev-market-within-2-3-years/
Does Europe still have EV mandate in place? Does Ford still need an EV majority vehicle lineup for the EU marketplace?
Obviously F150 lightening is not a big influence there, but smaller vehicles dominate the lineup.
Will EU governments prefer hybrids, are EU govt better suited to install EV charging infrastructure
The C-Suite has no clothes.
That’s not news to anyone. That’s an acknowledgment of what we all know. The 10s of Billions lost (not to mention the opportunity cost which may well be more expensive) is a direct result of the awful strategic decisions made by Ford’s pathetic executive team.
What’s the purpose of saying this? So that those leaders who want to play pretend and have successfully seeded this “the entire industry sc--wed up” narrative with their media lackeys get this message: you are to blame. You failed us. You failed our customers. And we all know you know it.
It has been obvious since the beginning of the EV cycle that the demand wasn’t there. The value proposition has never had widespread appeal. The working class - remember them? - isn’t lining up to pay more for a less capable, less convenient solution with less resale value, a shorter lifespan and horrible supporting infrastructure. If you didn’t know this, you should resign immediately.
Did you need to flush ~40B dollars down the drain (who got rich from this fiasco - that begs for some investigation) in order to figure out that your core customer base didn’t want to pay more for far less? Or did you think the government was going to ram them down all of our throats and that you would sit back and be the benefactors of a command economy?
Oh, and don’t think we all didn’t notice that you inflated the pricing of all your ICE vehicles to subsidize your abominable strategy.
How about we focus on improving the products people want to buy? You know, the ones that actually sell. Or, will it be some more outside hires from Silicon Valley to come and show us all how to execute the next scam? My money is on the latter.
Giving up on CAFE and Bill’s EV wet dreams….
Goodbye, Model e!!!
Ford batteries does not sustain more than 1 year, after that range of the battery is reduced badly. I bought mustang mach e. Car is good, features all are nice but now battery range went down also, charging time is unbelievably long. Why this happening ? I failed to understand . Why can't they improve the quality in existing cars and more reliability with reduced cost
China’s battery industry has moved solid-state cells from lab slides to factory floors, promising electric cars that can travel roughly twice as far on a charge as today’s mainstream models. Instead of incremental gains, Chinese manufacturers are now talking about 800‑mile ranges, higher energy density, and safer chemistries that could reset expectations for what an everyday EV can do. The shift is still in its early stages, but the first production lines are already signaling that the global race for next‑generation batteries has entered a new phase.
What is RA's exposure to the EV Battery industry and how will it react to the reduction in demand? Is RA still using AlixPartners as consultants?
From a recent automotive news article:
Overcapacity Ahead
AlixPartners speculates that global production of EV batteries will be roughly three times greater than demand for EVs in 2030. By that time, EV battery production capacity in North America is expected to roughly quadruple.
According to Nikkei Asia, many manufacturers are already scaling back their ambitious battery production plans. Ford, one of the most aggressive investors in U.S. battery manufacturing, is a prime example. The company is building a $5.8 billion facility in Kentucky with its partner SK On, which is expected to employ about 5,500 people by 2030.
However, the Blue Oval already reduced its planned battery capacity by 35 percent. It also recently halted production of the F-150 Lightning indefinitely due to dwindling demand in North America.
General Motors has also been forced to make changes. It has been confirmed that 1,550 workers at the battery plants it operates alongside LG Energy Solution in Ohio and Tennessee will be sacked due to “slower near-term EV adoption and an evolving regulatory environment.”
Nikkei Asia also reports that Panasonic opened a new battery factory in Kansas in July, but has yet to say when it will reach full-scale production. Initially, it was expected to hit this mark by the end of the 2026 fiscal year. However, as a major supplier to Tesla, it has been affected by the fall in demand for EVs as well.
Slowing EV sales in the States have led to the cancellation of some endeavors entirely. T1 Energy was planning to build a battery plant in Georgia, but has since canned the project.
More than 2,000 workers will soon be temporarily laid off at the Ford Assembly Plant in Louisville, a move expected to last about 10 months. During that time, the facility will undergo major changes as it transitions to building electric vehicles.
https://spectrumnews1.com/ky/louisville/news/2025/11/09/uaw-local-862-resource-fair-
“Once hyped as a ‘smartphone that can tow,’ production of the money-losing EV pickup may be shut down for good.”
May be shut down…should have never been produced.
EVs are now 10 percent of new car sales in the states, what will this industry be in 15 years will it end up like coal?
Now in the states EV make up 10 percent of new car sales how does this affect Valero in 15 years
EVs in America make up 10 percent of new car sales. In 15 years what does our industry look like? Will they get rid of Galveston bay?
New car sales in America are almost at 10 percent EV what does this mean for Exxon and refining in the next 10-15 years
https://www.cnbc.com/2025/10/29/gm-layoffs-michigan-ohio.html
Ford Gets a Correction to Our F-150 Lightning Story
Douglas A. McIntyre
Mon, October 27, 2025
Ford Motor Co. (NYSE: F) asked for a correction to our “Ford to End Production of Failed F-150 Lightning.”
Here is their correction:
F-150 Lightning is the best-selling electric pickup truck in the U.S. – despite new competition from CyberTruck, Chevy, GMC, Hummer and Rivian – and delivered record sales in Q3. Right now, we’re focused on producing F-150 ICE and Hybrid as we recover from the fire at Novelis. We have good inventories of the F-150 Lightning and will bring Rouge Electric Vehicle Center (REVC) back up at the right time, but don’t have an exact date at this time.
Here is our response:
Ford’s comment about the Lightning is a claim that it is good to be a 5 feet, 3 inches tall person in a room of people who are 5 feet tall.
For a start, the production information comes from The New York Times: “The company also said it has stopped making an electric version of its popular F-150 pickup.” That is in the headline about Ford’s earnings. In the body of their story: “Because of the fire and slowing sales of electric vehicles, the company has stopped making the F-150 Lightning electric pickup.”
Ford always stuns us when it talks about being first in the segment. The company took the brand of the top-selling vehicle in the past five decades and launched an electric version. Then it congratulated itself for selling only 85 of these a day through the first three quarters of this year. Thus, Ford took one of the greatest brands in auto history and turned it into a multibillion-dollar debacle.
Executive Chair Bill Ford told the Detroit News that the Lightning was the most important product of his career. He added, “Anytime you have a radical change to your most successful product, you really are betting the company.” I have not heard him say Ford lost that bet.
The company increased the price of the Lightning three times in 2022. Some of that was apparently because it did not anticipate “significant material cost increases.” One of the largest car companies in the world should have foreseen such a significant change.
Ford said it planned to build 150,000 Lightnings in 2022. And it said it would ramp to an electric vehicle (EV) production rate of 600,000 in 2023. Ford has only sold 69,000 EVs through the first three quarters of 2025. It will be lucky to sell 90,000 for the entire year.
Astonishingly, Ford is proud of being in first place in the electric pickup segment with nine-month sales of 23,034 Lightnings through the third quarter, up a staggering 1%. That’s a record to be proud of.
Change of plan. Ford is pulling out of trying to make the F150 EV that they can't sell. Wall Street liked the announcement and Ford stock is up today. This is good for Ford.
Layoffs will start soon. Great cost reduction plan. Ford already lost $1.4 billions in Q3 for Model E.
Reposting for visibility. The original question was why address design structure in the wake of a 2 billion dollar loss on ev side of the business.
@ff I would say both. Studio for reasons mentions by a few people here. It's honestly an antiquated group within the company. Very old school way of thinking there. As the company evolves around them they are stuck in a bubble of arrogance. Way too top heavy on the salary structure, just look at the amount of level 7/8s there vs how many people actually do the work. Others areas at wtc might have one L8 covering hundreds of workers. Over there it feels the opposite.
As far as design when it pertains to production parts and process's I would say there is some bloat on that end as well. You start talking about DREs that "own" one or two widget parts on the car or maybe a couple models. They didn't design the part, there might not be changes to the parts, there might have been no issues since the part was designed but for some reason we need to have a whole group support it. That goes for almost every system and part put on the car. Leadership is scrambling trying to right the ship but they are cutting the wrong items out of our proven process's. Ask yourself why we still have multi thousand car floats that need repair at ALL of our plants... I'll answer for you... We didn't actually test anything like we used too because some out of touch boomer thinks AI and virtual reality will solve the companies problems. While we are at it why is so much money being dumped into battery development at this Wallace lab and the shuttering of mock up. The public has spoken, not many people want evs, especially without the tax credit. maybe Steve Jenkins can answer at the next Cole podium fireside lunch and learn brought to you by Starbucks
https://www.businessinsider.com/former-ford-ceo-mark-fields-automaker-invest-ev-consumer-demand-2025-10
https://www.reuters.com/business/autos-transportation/gm-takes-16-billion-charge-it-reassesses-ev-plans-2025-10-14/
Can’t wait until EOY reviews….
Arden and Jacobsen are probably already planning more headcount reductions…..
Porsche - Stuttgart Germany - https://www.forbes.com/sites/joshmax/2025/10/13/is-porsche-sinking-layoffs-tariffs-and-other-issues-abound/
Porsche faces headwinds despite solid U.S. demand, with 57,099 YTD sales up 5.6 percent and record CPO volumes. Global Q3 deliveries fell about 6 percent, led by China down 20 percent and North America down 5 percent, amid tariffs, a cooled China luxury market, and a bumpy EV shift. Porsche plans to cut 1,900 more jobs by 2029 minus largely via attrition and non renewals minus and has delayed key EV rollouts. The brand remains profitable with strong loyalty, but leadership signals a strategic reset.
https://www.freep.com/story/money/cars/general-motors/2025/10/09/factory-zero-employees-remain-layoff-end-year-general-motors-evs/86603326007/
Ford will introduce new EVs in 2027. The technology that Ford puts in these EV are all outdated. They are already being used in China since 2023. Ford is trying to benchmark what the Chinese EV implemented. This is embarrassing.
https://b60.ruckusfactory.com/ford-cuts-1500-from-ev-plantsadmits-market-way-smaller-than-anticipated/
It's about time. Loosing $45,000 for every EV Ford produced is a losing game.
https://finance.yahoo.com/news/us-got-left-behind-global-024347338.html
2025, and the EV market is still not accepted, and infrastructure is still not in place. Take a clue for $200 Fartley! That's the reason your EV's are not selling like hotcakes! Sales will not change, until someone fixes these issues.
So saw the article today: Wall Street Walks Away From Ford as CEO Farley Flounders - 24/7 Wall St. https://share.google/f5JfUZAue6kJArNq4
Astounds me. When will companies figure it out. Fire employees bring in AI to replace them. Who will be able to afford their products being unemployed /replaced by AI??
Make it make sense!!
So Farley admits EV sales are doomed when you and your neighbors stop subsidizing them?
https://www.cnbc.com/2025/09/30/ford-ceo-jim-farley-ev-incentives.html
https://www.businessinsider.com/ford-ceo-china-completely-dominating-tesla-gm-ford-ev-2025-9
https://thejobchick.com/consulting-infrastructure/f-ford/ford-2025-layoffs-forecast/
How good is this?