Business Insights and Market Implications Summary

Ford Fireworks & Detroit Events

• Date: June 23, 2025
• Time: 10 PM
• Location: Detroit River
• Duration: 24 minutes
• Pyrotechnic Effects: Over 10,000 effects
• Broadcast Channel: WDIV-TV (Channel 4)
• Rooftop Party: Tickets available for $350 (adults) and $125 (children under 6).

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Ford Platinum Plus Program

• Vehicle: 2025 F-Series pickups
• Starting Price: $100,000
• Features:
  • Personal concierge service
  • Virtual tutorial tours
  • Exclusive gifts
  • Accessory discounts
  • Ford Protect maintenance plan (25,000 miles/2 years)
  • Design: "Smoked Truffle" Venetian leather interior and satin finish grille with bright chrome inserts

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EV Market Trends

• Q1 2025 US EV Sales: Increased by 10.6%
• Tesla Performance:
  • Decline of 9% in sales
  • Market share dropped from nearly two-thirds to under half in two years
• Rival Brands: Gained 32% collectively
• New Models: Cadillac, Porsche, Acura, Dodge, and Jeep are gaining traction
• Price Gap: Shrank to ~$5,000 between EVs and combustion vehicles
• GM Chevy Bolt: Priced at $30,000
• Global EV Sales Projection: 30% increase in 2025 (BloombergNEF)
• US EV Sales Projection: 31.5% increase in 2025
• Tariffs Impact:
  • Up to 73% on Chinese lithium-ion batteries
  • 25% on imported EVs and car parts

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Ford Earnings Analysis

• Expected Earnings (Q1 2025): $0.01/share
• Revenue Projection: $35.3 billion
• Vehicle Deliveries: Down 1.3% YoY in the US
• Pickup Trucks: Growth of 25%

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Lincoln Navigator Review

• Model Year: 2025
• Engine: Standard 440hp twin-turbo V6
• Transmission: 10-speed automatic
• Features:
  • AWD
  • Up to 8,700 lbs towing capacity
  • 48-inch panoramic display
  • Wireless Apple CarPlay/Android Auto
  • Tri-zone climate control
  • Heated/ventilated front seats
  • Heated second-row seats
  • 14 USB ports
  • BlueCruise hands-free driving

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Ford Future Model Plans

• F-150 (P736): Delayed to mid-2028
• F-150 Lightning (T3): Second-gen expected in H2 2027, manufactured at BlueOval City
• Super Duty Trucks: Update in 2026 with potential hybrid option
• Mustang Sedan ("Mach-4"): Expected for 2026 model year

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Uber and Volkswagen Robotaxi Service

• Launch Location: Los Angeles
• Expected Start Date: Late 2026 (commercial service)
• Autonomous Driving: Active by 2027

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Trump Tariff Exemptions for Automakers

• Reported Plan: Exempt car parts from tariffs on Chinese imports
• Ongoing Tariffs: 25% tax on cars not assembled in the U.S.
• Effective Date: May 3, 2025

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Shanghai Motor Show

• Absence of Big Brands: Tesla, Lamborghini, Stellantis, and Ferrari are not present
• Context: Global trade tensions and economic protectionist measures

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Ford Mustang Design Competition in China

• Initiative: Reimagine the Mustang due to export restrictions
• Concepts Created:
  • Mustang Mach-S Concept
  • Mustang Super Utility Concept
  • Mustang Hyper Tandem Concept

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Tesla Falters, New EVs Gain Momentum

• Tesla Q1 Performance:
  • Sold 1.3 million cars (9% decline YoY)
  • Net income slid by 71%
• New EV Models: Acura, Dodge, Jeep, Mini, Porsche, Cadillac, and Volvo are introducing new offerings

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Ford's Strategic Moves

• Global Market Adaptation:
  • Responding to tariffs with local initiatives (e.g., China design competition)
• Focus Areas: Luxury vehicles, EVs, and autonomous technologies

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Competitive Dynamics

• EV Competition: Shift toward newer models from traditional automakers
• Tariffs Impact: Higher costs for imported EVs and parts, affecting Ford and GM (Mustang Mach-E and Chevrolet Equinox EV)

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Long-Term Effects

• EV Market Growth: Projected 30% global increase in 2025
• Regulatory and Tariff Challenges: Ongoing impact on pricing and market access

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This summary captures the key business insights, market trends, and strategic considerations impacting Ford and the broader automotive industry.