Detroit's Automakers Have A Gas Problem

"This wasn't the Acura ZDX or the Volkswagen ID.7, after allit was one of the most groundbreaking products to ever come out of the American auto industry, and arguably the one that made the biggest case for vehicle-to-load and offboard power. But between new tariffs, slowing EV sales, no more EV tax credits, regulatory changes and other challenges, the math simply didn't math for Ford anymore."

"In the meantime, going back to gas and hybrid power works out for all of these companies. They derive most of their profits from large, gas-powered trucks and SUVs. This is good news for their bottom lines for now (although certainly not for the climate). But in the aftermath of the Lightning's death, the Wall Street Journal asks: how long can they keep this up?"

Ford discontinued the F-150 Lightning after facing tariffs, slowing EV sales, the end of EV tax credits, regulatory shifts, and unfavorable economics. Ford plans to pivot to hybrids and gasoline engines over the next few years, reducing near-term pressure to achieve mostly zero-emissions by the 2030s. General Motors and Stellantis are making similar shifts, favoring higher-margin gasoline trucks and SUVs and adjusting production plans. Companies have laid off EV factory workers and idled plants. Matching production to demand remains critical, as a single quarter of mismatched output can produce billions in losses for automakers.

Read at insideevs.com