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Ford

New Vehicle Supply Rises Despite UAW Strike

Since the labor actions started Sept. 15, the U.S. has ample inventory for now from the Detroit automakers that should keep steady supply through the end of the month. The all-important Ford F-150 had 97 days of supply at the start of October.

Electric Vehicles — Where are the Profit Margins?

EV sales to fleets will be an essential part of the equation, though with a higher profitability profile than traditional ICE vehicle sales. Profitability on non-vehicle items such as software will be even more critical.

Q3 Takes: Ford, GM Address Supply Chain, Production & Inventory

In their quarterly conference calls, Ford and General Motors spoke to the ongoing supply chain strain, vehicle affordability, and commercial vehicle and EV demand. Ford’s Jim Farley also called out “an overlooked benefit” for commercial customers. What’s that about?

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