Despite plans to scale back in the region, Ford is planning to use the market in China as a “listening post” to help the automaker better understand EV battery tech.
According to CEO Jim Farley, speaking with the Financial Times, Ford will use a concentrated approach in China amid growing competition from domestic EV makers.
Rather than pouring money into the region like Volkswagen, which revealed a €1 billion (around $1.1 billion) investment to establish a new EV development center earlier this year, Ford plans to focus on less risky commercial vehicles like delivery vans.
After seeing domestic automakers in China winning over buyers from foreign brands, Farley said that even if it were to launch new passenger EVs in the region, there’s no promise it would win them back, claiming:
If you just reinvest in a new cycle of EVs in China, there is no guarantee, or no data, that would suggest the western companies win.
Legacy automakers are losing market share to cheaper and, in some instances, more tech-savvy EVs in China. For example, China’s largest EV maker, BYD, surpassed Volkswagen in Q1 to become the top-selling brand.
Electric Ford Explorer (Source: Ford)
Ford to study EV battery tech while scaling back in China
After seeing its market share halve since 2016, Ford is redeveloping its strategy in the region.
We have been for the last couple of years, really looking carefully at our China business. And now we have made up our mind where our strategy is going to be, and it will be a much lower investment, more focused investment.
Although local reports claimed Ford was preparing to cut 1,300 jobs this week, Farley declined to comment.
Farley said rather than pulling out of the region altogether, the automaker will use China as a “listening post” to gain deeper insights into EV and battery tech, claiming:
We don’t want to leave China like others have because the battery technology, the user digital experience . . . is among the best in the world.
This is an idea Farley has reiterated several times now. On the company’s Q1 earnings call, Farley said his visit to China was a “real epiphany,” claiming:
It’s interesting to see how customers are no longer just attracted to traditional luxury brands with EVs or even hardware design anymore.
Instead, he says, “The best new brands are offering integrated digital, retail, lifestyle and experience that are software defined.”
Electrek’s Take
Ford is likely taking the smart route here by doubling down on what it knows in commercial vehicles and scaling back on where it is losing. Rather than fighting the trend, Ford plans to sit back and study the game from the inside to see how EV makers in China are doing it.
EVs made in China are already beginning to take over key import markets. For example, in the first three months of the year, 28.2% of electric cars imported into Germany were from China, more than tripling from only 7.8% last year.
Ford is playing the long game by studying what tactics work best with plans to implement them in its home market, where it has the advantage.
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Following approval from Transport Canada, EV startup Workhorse will be bringing the W56 and W750 model electric delivery vans to commercial truck dealers in Canada as early as this spring.
“This is a major step forward for Workhorse,” says Josh Anderson, Workhorse’s chief technology officer in a press statement. “Pre-clearance from Transport Canada opens up a large new market for our products throughout Canada, including with fleets that operate across borders in North America.”
Despite that uncertainty, Workhorse execs remain upbeat. “We’re excited that our electric step vans can now reach Canadian roads and highways, providing reliable, zero-emission solutions that customers can depend on,” added Anderson.
Canadian pricing has yet to be announced.
Electrek’s Take
FedEx electric delivery vehicle; via Workhorse.
There’s no other way to say it: the Trump/Musk co-presidency is disrupting a lot of companies’ plans – and that’s especially true across North American borders. But in all this chaos and turmoil there undoubtedly lies opportunity, and it will be interesting to see who ends up on top.
The new Liebherr S1 Vision 140-ton hauler is unlike any heavy haul truck currently on the market – primarily because the giant, self-propelled, single-axle autonomous bucket doesn’t look anything like any truck you’ve ever seen.
Liebherr says its latest heavy equipment concept was born from a desire to rethink truck design with a focus only on core functions. The resulting S1 Vision is primarily just a single axle with two powerful electric motors sending power to a pair of massive airless tires designed carry loads up to 131 tonnes (just over 140 tons).
The design enables rapid maintenance, as important components easily accessible for quick servicing. Wear parts can be replaced efficiently, and the electric drive significantly reduces maintenance work. This helps to minimise downtimes and increases operational efficiency.
LIEBHERR
Because of its versatility, durability, and ability to perform zero-turn maneuvers that other equipment simply can’t, the Liebherr S1 Vision can be adapted for various applications, including earthmoving, mining, and even agriculture. There’s also a nonzero chance of this technology finding applications supporting other on-site equipment through charging or fuel delivery.
The S1 accomplishes that trick safely with the help of an automatic load leveling system that ensures maximum stability, even on bumpy or rough terrain. The company says this technology significantly reduces the risk of tipping while providing smooth and secure operation across various environments.
The HD arm of Hyundai has just released the first official images of the new, battery-electric HX19e mini excavator – the first ever production electric excavator from the global South Korean manufacturer.
The HX19e will be the first all-electric asset to enter series production at Hyundai Construction Equipment, with manufacturing set to begin this April.
The new HX19e will be offered with either a 32 kWh or 40 kWh li-ion battery pack – which, according to Hyundai, is nearly double the capacity offered by its nearest competitor (pretty sure that’s not correct –Ed.). The 40kWh battery allows for up to 6 hours and 40 minutes of continuous operation between charges, with a break time top-up on delivering full shift usability.
Those batteries send power to a 13 kW (17.5 hp) electric motor that drives an open-center hydraulic system. Hyundai claims the system delivers job site performance that is at least equal to, if not better than, that of its diesel-powered HX19A mini excavator.
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To that end, the Hyundai XH19e offers the same 16 kN bucket breakout force and a slightly higher 9.4 kN (just over 2100 lb-ft) dipper arm breakout force. The maximum digging depth is 7.6 feet, and the maximum digging reach is 12.9 feet. Hyundai will offer the new electric excavator with just four selectable options:
enclosed cab vs. open canopy
32 or 40 kWh battery capacity
All HX19es will ship with a high standard specification that includes safety valves on the main boom, dipper arm, and dozer blade hydraulic cylinders, as well as two-way auxiliary hydraulic piping allows the machine to be used with a range of commercially available implements. The hydraulics needed to operate a quick coupler, LED booms lights, rotating beacons, an MP3 radio with USB connectivity, and an operator’s seat with mechanical suspension are also standard.
HX19e electric mini excavator; via Hyundai Construction Equipment.
The ability to operate indoors, underground, or in environments like zoos and hospitals were keeping noise levels down is of critical importance to the success of an operation makes electric equipment assets like these coming from Hyundai a must-have for fleet operators and construction crews that hope to remain competitive in the face of ever-increasing noise regulations. The fact that these are cleaner, safer, and cheaper to operate is just icing on that cake.