In its latest setback, Ford is cutting back on another significant EV investment. The company is scaling back plans at its $3.5B EV battery plant in Michigan as it adjusts to market demand.
Ford said it was “re-timing and resizing some investments” in a statement Tuesday. Although it remains bullish on its long-term strategy, Ford is reducing its investment and cutting jobs at its Michigan EV battery plant.
The company is cutting production capacity at the facility by over 40%. Ford now expects the facility to produce around 20 GWh, a big difference from the 35 GWh initially expected.
Ford is also reducing its investment in the facility by nearly $1.5B while cutting the expected number of jobs to 1,700.
35 GWh annual output of LFP batteries, starting in 2026
400,000 EVs in 2026, or 20% of Ford’s expected 2M output.
Those plans are now being scaled back drastically. The plant will now produce enough LFP batteries for around 230,000 EVs annually.
Ford F-150 Lightning lineup (Source: Ford)
Ford’s chief communications officer, Mark Truby, told reporters (via Bloomberg) that EV adoption “is not growing at the pace” they expected. Truby said Ford wants to be “really disciplined” about spending and matching future demand.
Ford to scale back Michigan EV plant in latest setback
Ford’s EV plant in Michigan was quickly targeted over its partnership with Chinese battery giant CATL. Plans called for Ford to own the plant while licensing CATL’s tech to build the LFP batteries.
The move is part of Ford’s plans to scale back EV investments. Ford said it was delaying its 600,000 run rate goal until next year over the summer.
Ford F-150 Lightning production (Source: Ford)
More recently, it cut one of three shifts at its Rouge EV complex, where the F-150 Lightning is built. Ford’s CFO John Lawler explained last month the company has also “taken out some Mach-E production.
Lawler added that Ford is “slowing down several investments, including making a decision with SK On to delay the second BlueOval SK JV battery plant in Kentucky.”
Ford is pushing back around $12 billion in spending on EVs. Sales of Ford’s electric pickup fell 46% in Q3. The company lost around $36,000 on every EV sold during the quarter.
2023 Ford Mustang Mach-E (Source: Ford)
Truby said the decision was based on “demand and the expected growth for EVs, our business plans, our product cycle plans,” and the ability to create a sustainable plant.
He added, “Labor costs was one of the factors we were looking at.” Ford reached an agreement with the UAW, which increased wages by 25%.
Despite this, Ford said it plans to move ahead with the project. It expects to begin producing LFP battery cells in 2026.
Electrek’s Take
Plans to scale back its Michigan EV battery plant is the latest setback for Ford. The company continues delaying EV investments alongside rival General Motors.
Meanwhile, rivals, including Hyundai and Volvo, are doubling down as they work to expand their brands.
Hyundai surpassed GM and Ford in EV sales in Q3. Including Kia, Hyundai claimed 7.5% of the market, while GM’s Chevy (5.9%) and Ford (5.5%) fell in the rankings.
Jose Munoz, Hyundai’s global president, told Reuters last week, “Based on what I see, I need more. If I had more capacity today, I could sell more cars.”
Meanwhile, Volvo expects its smallest and cheapest electric SUV, the EX30 (check out our review), to keep momentum rolling next year.
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Honda has officially unveiled the new WN7, its latest electric motorcycle and the first in a planned lineup of larger EV two-wheelers. Designed as a commuter-friendly electric motorcycle for the European market, the WN7 is part of Honda’s push toward carbon neutrality.
The launch shines more light on a reveal we’ve long been waiting for. But with a price tag of £12,999 (nearly US $18k), the real question is whether this modest commuter bike has a fighting chance in an increasingly competitive segment.
While Honda hasn’t released the full technical specs for the WN7 just yet, the company has revealed several key features that give us a glimpse of what to expect. The bike will be powered by a permanent magnet synchronous motor paired with a chain drive, offering a familiar mechanical setup for riders used to older combustion-engine motorcycles. Up front, riders will get a 5-inch color TFT display, and the bike will debut a newly developed Honda RoadSync app, which enables smartphone connectivity for navigation and communication. For added practicality, the WN7 includes a generous 20-liter underseat storage compartment, which should be a nice bonus for commuters looking to stash a helmet or daily essentials.
Honda estimates the WN7 will offer a range of over 130 km (83 miles) on a single charge, making it suited for daily commuting and city riding. It features a fixed lithium-ion battery and supports both home and rapid charging. Using a standard household outlet, riders can expect a full charge in under three hours, while a CCS2 rapid charger can top the battery up from 20% to 80% in just 30 minutes, adding flexibility for quick turnarounds during a busy day.
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The WN7 is being marketed as a practical, everyday-use electric motorcycle targeting primarily younger riders in urban environments. Honda is also promising quiet operation, easy handling, and a new sound-emitting system to enhance pedestrian awareness, taking cues from current EV regulations in both automotive and two-wheeled segments.
Production is set to begin later this year at Honda’s Atessa plant in Italy, and the bike will be eligible for government EV subsidies in various European markets.
However, Honda hasn’t yet shared key specs like top speed, motor power, or battery capacity, all of which are vital to truly assessing how this electric bike stacks up in real-world use. But with the announced price of £12,999, it’s already clear that the bike won’t be price competitive against other commuter electric motorcycles in the market.
Electrek’s Take
Look, I’m excited to see Honda finally putting an actual electric motorcycle into production. This isn’t a concept or a lab experiment – it’s a real bike you’ll be able to buy. But with a price of £12,999 (approximately US $17,700) for what appears to be a commuter-level electric motorcycle, this thing might be dead on arrival.
Unless Honda is hiding some truly game-changing specs under the panels, this pricing just doesn’t make sense. Riders in the commuter category already have plenty of options ranging from electric scooters to motorcycles, with many models from smaller manufacturers offering comparable (or even better) range and speed for half the price.
Honda may be banking on brand loyalty, reliability, and build quality to justify the price, and maybe that will work for some buyers. But unless the WN7 delivers dramatically better specs than what’s currently been shown, most would-be EV riders are likely to look elsewhere.
This might be a huge milestone for Honda’s electrification roadmap, but it’s hard to call it a win for riders at this price point.
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Uber Freight is launching a ‘Dedicated EV Fleet Accelerator Program’ in partnership with Tesla to lower the most significant barrier to electric Class 8 adoption: upfront cost.
The buyer program pairs purchase subsidies for Tesla Semis with pre‑arranged dedicated freight and route planning around Tesla’s Semi Charger network, which is currently being deployed in the US.
As the name implies, the Dedicated EV Fleet Accelerator Program aims to accelerate the deployment of electric vehicles in Uber Freight fleets.
Here’s how Uber aims to achieve that from the press release:
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Subsidized Price: Fleets purchasing Tesla Semis through this program will receive a subsidy on the purchase price.
Predictable Growth: Fleets will integrate their Tesla Semis into Uber Freight’s dedicated solutions for shippers for a pre-determined period. This creates an opportunity for carriers to forecast revenue with confidence, while shippers gain consistent access to reliable, zero-emission capacity.
Optimize Utilization: Uber Freight taps into its extensive freight network to match carriers with consistent, high-quality freight from our strong shipper base—helping ensure the addition of these Tesla Semis stay fully utilized and carriers see dedicated, real, measurable returns from the start.
Uber actually had a similar partnership with Tesla for its passenger vehicles in Uber’s ride-hailing fleet. Uber drivers were offered discounts on Tesla vehicles and Tesla integrated Uber’s app in its system to work with the car’s navigation and only suggest rides within the vehicle’s current range.
Now, Uber Freight will integrate its software on Tesla Semi trucks and help truckers get routes that work with the electric trucks and its
There are still many unknowns about the program. Primarily, we don’t know how much Uber and Tesla are subsidizing the trucks.
We don’t even have the price of the Tesla Semi.
Tesla originally announced a price of $150,000 for the 300-mile version of the Tesla Semi and $180,000 for the 500-mile version, but this was in 2017, when the electric truck was initially unveiled.
The vehicle program has been delayed several times since and Tesla never updated the price publicly since.
Now Uber Freight says that Tesla will review the total cost of ownership with potential fleet buyers through its new program.
Tesla Semi is now expected to enter volume production in 2026.
The automaker is also starting to deploy its Megacharger stations, EV fast-charging stations designed for commercial electric vehicles, such as the Tesla Semi.
This is cool. We don’t know the exact size of the subsidy, but it is a significant development that Uber Freight is offering more job opportunities for those who own an electric truck.
It should encourage more fleet managers to accelerate their fleet transition to electric vehicles.
The sticker price is often a significant barrier to EV adoption, even though the total cost of ownership is often cheaper than that of internal combustion engine vehicles. However, for truckers, the total cost of ownership is much more important since it is their business.
However, everything suggests that the Tesla Semi will cost closer to $300,000 than $150,000, and therefore, every consideration is important when making such a large purchase.
Interestingly, this new partnership coincides with Rebecca Tinucci’s recent appointment as CEO of Uber Freight.
Tesla has agreed to settle another wrongful death lawsuit from a fatal crash involving Autopilot before the case could get to trial later this year.
It’s one of many lawsuits involving several crashes involving Tesla’s advanced driver assistance systems (ADAS), Autopilot and Full Self-Driving (Supervised), after the floodgates were open following a watershed trial.
Over the last few years, Tesla vehicles have been involved in numerous accidents involving the automaker’s advanced driver assistance systems (ADAS): Autopilot and Full Self-Driving (Supervised), better known as ‘FSD’.
Despite the names of those feature packages, they are not considered automated driving systems. They are Level 2 driver assistance systems and require the driver’s attention at all times.
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Drivers and victims involved in those crashes have often sued Tesla, but the automaker has managed to have the cases dismissed, placing most of the blame on the drivers.
However, things started to change over the last year.
For the first time, a case went to trial before a jury, and they decided to assign a third of the blame for the crash to Tesla for the role Autopilot played. The rest of the blame was assigned to the driver, who had already settled with the victims and their families before the Tesla trial began.
The jury awarded the plaintiffs $243 million. The automaker has made clear its intentions to appeal the verdict.
Before the trial, the plaintiffs offered Tesla to settle for $60 million, and the company refused.
The trial process cost them much more.
The jury didn’t buy Tesla’s usual argument that it couldn’t be blamed because it clearly informs the driver that they are always responsible for the vehicle. The plaintiffs’ lawyers successfully argued that Tesla was careless in the way it deployed Autopilot, without implementing geofencing and marketing it to customers in a manner that encouraged the abuse of the system.
There are dozens of additional lawsuits against Tesla involving incidents with Autopilot and FSD, and they are all riding on the verdict as well as all the information that came from the trial.
The same lawyers and law firms that represented the plaintiffs in the trial in Florida are also representing victims and the families in those other lawsuits.
Brett Schreiber, the lead attorney in the Florida case, is also leading Maldonado v. Tesla, another wrongful death lawsuit against Tesla involving its Autopilot feature. The case was set to go to trial in the Alameda State Superior Court by the end of the year.
The case involves a Tesla vehicle on Autopilot that hit a pickup truck on the highway, killing fifteen-year-old Jovani Maldonado, who was a passenger in the pickup truck. His father was driving him back home from a soccer game.
In a new court filing, Tesla and the plaintiffs have requested that the court approve a settlement that the two parties have reportedly agreed upon.
The settlement is confidential.
Electrek’s Take
Like I said, the floodgates are open. We are now starting to see the crashes that occurred in 2018 and 2019 being addressed in court.
This is just the beginning.
Crashes on Autopilot and then FSD have greatly ramped up starting in 2020-2021 with greater delivery volumes and Tesla launching FSD Beta.
I hope that more cases reach trial, as we do learn a lot more about Tesla and its deployment of driver assistance systems through them.
But with how the first one went, I am sure the automaker is much more eager to settle those cases.
However, can it just keep doing that?
There have already been over 50 deaths related to crashes involving Tesla Autopilot or FSD.
As morbid as it sounds, if the going rate for a Tesla Autopilot-related death is around $50 million, that’s already more than $2.5 billion and growing.
This is nuts. Will this continue to happen?
More people die in crashes involving Tesla’s half-baked ADAS products. Tesla continues to compensate the victims and their families with millions each time, essentially using the money it earns from selling the dream of those half-baked ADAS features eventually leading to real autonomy.
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