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UBS Douses the Spotlight on Ford’s Model T Moment Showcase

UBS Douses the Spotlight on Ford’s Model T Moment Showcase

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Ford Hits the Market With a “Next Model T Moment” – Spoiler: It’s All About Electric

On 10:20 a.m. Eastern Time, Ford Motor Company launched a new chapter in its history, calling it the “Next Model T Moment.” Think of it as the modern-day equivalent of Henry Ford’s 1908 Model T, except this time the chassis is powered by a battery, not a gasoline engine.

What’s the Big Deal?

Ford’s own words on the website say the goal is simple: design and assemble breakthrough electric vehicles in America. That sounds a bit like a mission statement, but the company’s own revenue trail paints a wilder picture.

  • Quarterly earnings released on July 30 were a bit of a mixed bag: the electric‑vehicle unit reported a $1.33 billion loss in Q2.
  • But good news: $2.4 billion in EV revenue still washed in those sales.
  • In plain English, the numbers say: “We’re spending a lot on EVs, but the sales are keeping pace.”

Farley’s “Model T Moment” Vibe

During the most recent earnings call, CEO Jim Farley told a room full of analysts that Ford’s event felt like a Model T moment for the company.

He referenced the historic release of the original Model T, which revolutionized mass production and knocked prices down like a giant who just dropped his coffee mug on the factory floor. The comparison suggests that Ford believes the new electric vehicle line will drop the cost of ownership for consumers and drive a big shift in the auto market.

Why It Matters (and Why You Might Care)

For the everyday driver, this means:

  • More options that feel like the future is already here.
  • A push toward nationally produced EVs that could ease supply chain constraints.
  • Confidence that one day our cars might be even “cheaper” or “faster” than the original Model T; we’re talking lower costs and higher tech, not slow-moving rubber wheels.

So, whether you’re a devoted die‑hard Ford fan or just baffled by the electric‑vehicle jargon, the takeaway is pretty clear: Ford is gearing up to shift the gears of the auto world, one electric click at a time. Stay tuned – this is the new chapter that could redefine how we think about cars in America.

Ford’s Kentucky “Model T” Fizzles Out

What the UBS Analyst Had to Say

  • Patrick Hummel (UBS): “No big surprises at the August 11 event.

    • It’s still not going to be the big bang we’d hoped for.”

  • Despite Ford branding it a “Model T moment,” the day is more about a cautious check‑in than a product launch.

    • Why the Tension?

  • Ford wants to crack the budget‑friendly EV market—think the mid‑size pickup.
  • But the real product? It’s still an MIA; the company is just presenting its US production plans.

    • The Delay Dilemma

  • Ford pushed its EV pickup (originally 2027) and van (originally 2026) back to 2028.
  • This shift isn’t a surprise – the big boss, Jim Farley, keeps championing cheaper, smaller EVs and hybrids for the bigger rigs.

    • Question Marks on the Small‑EV Push

  • Is there genuine demand?

    • The new $7.5k credit is gone, and the market is splattered with better non‑EV options.

  • Will a Ranger‑sized EV really win hearts?

    • Only if the price point speaks to everyday buyers.

    Bottom Line

  • Ford’s Kentucky event will be less a launchpad and more a strategy update.
  • The EV lineup’s real show‑time remains a puzzle we’ll solve after the 2028 roll‑outs.
  • Stay tuned for the live broadcast and keep an eye on what comes next.*

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