After Ford announced a surprising shift to more affordable EVs, its luxury Lincoln brand is putting electric on the back burner.
Lincoln backtracks on EVs as Ford shifts to affordable
In an interview (via Detroit News), Lincoln President Dianne Craig said that the company is “listening to what customers really need.”
According to Craig, since “Navigator customers tend to tow more,” electric vehicles don’t “make as much sense.”
“That’s how we think about this transition — whether it’s hybrids, plug-in hybrids, full hybrids, ultimately to EVs down the road — it’s going to be different depending on segmentation,” Lincoln’s president explained.
The comments starkly contrast what the brand touted just two years ago under then-president Joy Falotico.
Before Craig took over as President in December 2022, Lincoln unveiled its Star Concept that April. The Lincoln Star was presented as the vision for four new EVs promised out by 2026 to compete with GM’s Cadillac Lyriq. Lincoln said EVs were expected to account for half its global volume by 2025.
Lincoln Star EV Concept (Source: Lincoln)
Here we are, over a quarter of the way through 2024, and Lincoln has yet to launch its first all-electric vehicle.
Craig confirmed the brand won’t make “any grand declarations” on its EV roadmap until “we really understand what our premium customers want.” For now, Lincoln is focusing on its current lineup, including the Corsair, Nautilus, and new Aviator.
Initial plans called for a three-row Aviator EV to enter production by the end of 2024, followed by a Corsair EV in early 2025 and an electric Navigator, which was expected in 2026.
2024 Lincoln Nautilus interior (Source: Lincoln)
Lincoln launched the new Nautilus this month, which will serve as a tech beacon for Ford’s luxury brand.
Although Lincoln sees the transition to EVs as inevitable, the luxury brand says now is not the right time to make those declarations.
The comments come after a source told Bloomberg Businessweek that Ford was developing a low-cost EV platform to power a smaller electric pickup and SUV with starting prices around $25,000.
Ford electric Explorer SUV for Europe (Source: Ford)
Ford’s first affordable EV is expected to launch in 2026 to rival the low-cost electric car Tesla is working on. Meanwhile, Ford is delaying plans for a larger three-row electric SUV due to the shift. Ford’s CEO, Jim Farley, stressed the importance of smaller, more affordable EVs to make a profit.
Electrek’s Take
While Lincoln is “listening to its customers,” the brand could set itself behind rivals like Cadillac, Porsche, BMW, Genesis, Volvo, and others that already have EVs on the road.
Porsche unveiled its electric Macan earlier this year, which has already scored over 10,000 orders. Hyundai’s Genesis brand is expanding in the US after EV sales nearly quadrupled last year.
Volvo is set to launch its fully electric 7-seater SUV, the EX90, starting at $76,695. Range Rover said its first EV had over 16,000 buyers waiting last month. As you can see, there is demand for luxury electric vehicles. Customers don’t know what they want until you show it to them.
By delaying EVs now, Lincoln is only setting itself further behind. EV startups like Rivian and Lucid are also gaining market share in the luxury segment.
Rivian’s R1S electric SUV was the seventh best-selling EV in the US last year, topping the F-150 Lightning and Tesla Model X. More recently, the brand revealed its more affordable R2, which could take even more market share from gas-powered vehicles.
What do you guys think? Is Lincoln making a mistake? Let us know what you think in the comments.
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A federal court judge in Michigan has placed the once-promising electric truck brand Bollinger Motors’ assets into receivership following claims that the company’s owners still owe its founder, Robert Bollinger, more than $10 million.
Now, Automotive News is reporting on some of the more convoluted details of the Mullen purchase deal, with Robert (for ease of distinguishing the man from the brand) claiming that Mullen Automotive owes him more than $10 million for a loan he made to the company in 2024.
Just how Robert ended up giving Mullen Automotive $10 million to take his eponymous truck brand off his hands is probably one of those capitalistic mysteries that I’ll never understand, but Mullen’s response was perfectly clear: they didn’t even bother to show up to court.
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Bollinger claims that at least two suppliers are also suing Mullen for unpaid debts. As such, the Honorable Terrence G. Berg has put the Bollinger brand into receivership, and its assets have been frozen in preparation for everything being liquidated. Worse, for Bollinger, the official court filings reveal a company that is really very much doing not awesome:
The testimony and evidence—which Defendant’s counsel conceded accurately reflected Defendant’s finances—showed that Defendant is in crisis. For months Defendant has owed more than twenty million dollars to suppliers, contractors, service providers, and owners of physical space. These debts are owed to parties who are critical for Defendant’s functioning. CEO Bryan Chambers testified that Defendant was locked out of its production facilities on May 5, 2025, and that the owner of the production facilities was seeking to permanently evict Defendant. The Court heard that Defendant had been prevented from accessing its critical manufacturing accounting system for a short time at the end of April 2025, before making a partial payment to restart services.
You can read the full court decision, which I’ve embedded here, below. Once you’ve taken it all in, feel free to rush into the comments to say you told me so, since I really thought hoped the Bollinger B1 had a shot. Silly me.
Mammoth Solar, a 1.3 gigawatt (GW) solar farm in northern Indiana, is now powering into its biggest construction phase yet, cementing its place as one of the largest solar projects in the US.
The solar farm is set to increase Indiana’s solar capacity by more than 20% once it’s fully online. And with construction ramping up this month, developer Doral Renewables has given Bechtel Full Notice to Proceed on the design, engineering, and construction of three major phases of the project: Mammoth South, Mammoth Central I, and Mammoth Central II. Together, these phases will generate 900 MW of clean energy.
That’s enough electricity to power around 200,000 homes with clean energy, helping Indiana shift away from fossil fuels while boosting the local economy.
Construction is already underway, and over the next two years, Bechtel will install around 2 million solar panels, with about half of them made in the US. The company is also handling all engineering, procurement, and construction work, using its digital project management tools and autonomous tech to keep everything on track.
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At the peak of the buildout, Mammoth Solar is expected to create over 1,200 jobs, with at least 15% of those set aside for apprenticeships.
Bechtel says its success will hinge on strong collaboration with local trades and vendors. The company is working closely with craft professionals and is committed to being a reliable community partner throughout construction.
Once the solar farm is complete in 2027, Doral Renewables plans to roll out agrivoltaics across the site. That means livestock grazing and crop cultivation will happen right alongside energy production, giving farmers in the area a way to keep working their land while supporting clean energy development.
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BYD is about to launch an even smaller EV, but this one’s a little different. It’s BYD’s first kei car. You know, those tiny vehicles that dominate Japan’s city streets? BYD’s mini EV was just spotted out in public, giving us our first real look at the upcoming kei car.
BYD’s first mini EV was spotted in public
Last week, rumors surfaced that BYD was developing its first kei car, which would compete with top-selling models from Nissan, Honda, Mitsubishi, and other Japanese brands.
Kei cars, or “K-Car,” as they are sometimes called, are a class of ultra-compact vehicles that cannot be longer than 3.4 meters (134″). To put that into perspective, BYD’s smallest EV currently, the Seagull (called the Dolphin Mini overseas), is 3,780 mm (148.8″) long.
The mini vehicles are ideal in Japan because they are so small, making it easy to get around tight city streets. They are also more affordable and efficient than larger vehicles.
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BYD’s mini EV was spotted for the first time during a road test this week by IT Home (via CarNewsChina), revealing a familiar look. It has that boxy, compact look of a typical kei car with sliding side doors.
BYD’s kei car, or mini EV, in camouflage (Source: Sina/ IT Home)
According to reports, BYD is developing a new platform for the model. It will reportedly include a 20 kWh battery, good for 180 km (112 miles) WLTC range. By using its in-house Blade LFP batteries, BYD is expected to have a cost advantage.
BYD’s upcoming mini EV is expected to start at around 2.5 million yen, or about $18,000. That’s about the same as the Nissan Sakura (2.59 million yen), Japan’s best-selling EV last year.
Last year, around 1.55 million kei cars were sold in Japan, accounting for roughly 40% of new vehicle sales. Honda’s N-Box was the top-selling kei car (EV or gas) for the third straight year.
As Nikkei reported, some are already calling BYD’s electric kei car “a huge threat.” A Suzuki dealer said, “Young people do not have a negative view of BYD. It would be a huge threat if the company launches cheap models in Japan.”
Nissan Sakura mini EV (Source: Nissan)
BYD already sells several electric cars in Japan, including the Atto 3 SUV, Dolphin, and Seal. Last month, the company launched the new Sealion 7 midsize electric SUV, starting at 4.95 million yen ($34,500).
Although Japan isn’t really an EV hot spot, with sales falling 33% in 2024 to just under 60,000 units, BYD sees an opportunity.
BYD Dolphin Mini (Seagull) testing in Brazil (Source: BYD)
By making virtually every car component in-house, including batteries, BYD can offer EVs at such low prices while still making a profit. BYD’s cheapest and best-selling electric car, the Seagull, starts at under $10,000 (69,800 yuan) in China.
With new smart driving and charging tech rolling out, BYD’s electric cars are getting smarter and even more efficient.
Can BYD’s mini EV compete with Japanese brands? At the right price, it may have a chance. Check back soon for more on the upcoming kei car. We’ll keep you up to date with the latest.