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With changes to its EV certification program coming soon, Ford is asking dealers to pause investments. Ford plans to update dealers on new changes amid a “rapidly changing EV market.”

After CEO Jim Farley revealed that 1,920 dealers will join its EV sales program in December 2022, Ford has made several changes to its own electric vehicle plans.

Ford spokesperson Marty Gunsberg confirmed this past December that several dealers have opted out of the program. “Enrollments for 2024 are just over 50% of the network,” down from about two-thirds a year prior.

Citing “changes in the market,” Ford eased requirements last year. The changes included fewer L2 chargers and an extension to install them.

According to Andrew Frick, president of Ford Blue, the company’s ICE portfolio, you can expect more changes soon.

Frick told Automotive News, “There’s a lot that we’ll be reviewing.” Ford plans to meet with its dealer council early next month to finalize updates based on feedback from nationwide gatherings.

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2024 Ford F-150 Lightning Flash (Source: Ford)

Ford tells dealers to pause EV investments amid changes

In the meantime, Ford has asked dealers to pause investments in its EV certification program as new changes are implemented. Dealers were expected to meet certain EV charging requirements soon, but Ford is pushing back financial commitments.

“We don’t want them to make any decisions between now and the middle of June, when you can maybe have a more informed decision-making process based off what we work out with council in the next few weeks,” Frick explained.

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Ford Mustang Mach-E (Source: Ford)

One of the biggest concerns among dealers is the “rapidly changing EV market,” according to Frick. With Ford delaying EV plans and shifting focus toward smaller, more profitable EVs, the company looks to align its dealer network.

Frisk didn’t provide specifics but said the dealer council and executives were on the same page. “I think we’re both pretty aligned on the process based on what we heard,” he explained.

Ford-dealers-EV-investments
Ford F-150 Lightning production (Source: Ford)

The news comes after Ford asked suppliers for ideas on how to cut EV costs this week. Ford’s Model e (EV) unit lost $1.3 billion in Q1 after posting a $4.7 billion loss last year. Ford expects its EV business to lose around $5.5 billion this year.

Farley stressed that Model e needs to “stand on its own.” Ford expects next-gen EVs to be profitable within 12 months of launching. In the meantime, Ford plans to introduce more hybrids as it works to develop profitable EVs.

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Mahle CEO Arnd Franz says hydrogen will fail without fossil fuels

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Mahle CEO Arnd Franz says hydrogen will fail without fossil fuels

Echoing the words of hydrogen critics everywhere, Mahle Chairman Arnd Franz says that building out a hydrogen infrastructure won’t be possible without “blue” H made from fossil fuels.

If you’re not familiar with Mahle, they’re a legendary engineering firm perhaps best known (in my circles, at least) for their high-performance piston designs. But they’re big time, and their expertise extends far beyond the reciprocating machinations of the VR38DETT.

With that in mind, I don’t want to misrepresent the words of the esteemed Mr. Franz, who claims to be bullish on H’s prospects as a fuel. What I intend to do here, then, is shine a light on the space between Franz’ lines, read whatever’s in there, and then ask if you see what I see.

“We can’t achieve any CO2 emission reductions if you use natural gas or any other fossil sources to produce hydrogen,” Franz is quoted saying. “Today, the overwhelming portion of hydrogen production worldwide is around 90 million tons. That number is going to go up to 130 million tons until 2030. Currently, we have a flourishing and growing portion of that being more sustainable. By more sustainable, I mean blue and, eventually, green hydrogen. In our opinion, [blue hydrogen production is needed] to get the infrastructure going in order to get the ecosystem.”

I read that as saying that, today, there are no carbon emissions reduction benefits from using hydrogen as a fuel, because the overwhelming majority of those 90 million tons is being produced by natural gas and fossil fuels.

What’s more, everyone involved seems to trying to justify that with claims that fossil-generated hydrogen is some kind of “necessary evil” (my words) to build out a viable H ecosystem. See if you hear it, too.

“We will fail [with hydrogen technology] if we don’t use blue hydrogen,” Franz clarified. “Right now, hydrogen is produced from fossil sources with carbon capture, meaning we don’t let the carbon reach the atmosphere. Eventually, we need to get to wind and solar as the sources of energy to make hydrogen, and we believe the US has a really impressive program [thanks to] subsidies from the Inflation Reduction Act.”

And, if you believe in those good intentions – well, read a little about Chevron’s history of using patent law to block the development of nickel-hydride EV batteries in the 90s and early aughts and see if that changes your mind.

Nothing we don’t already know

MAN Trucks says hydrogen will never work, bets the farm on batteries

Earlier this year, MAN trucks’ CEO Alexander Vlaskamp told reporters that it was, “impossible for hydrogen to effectively compete with battery electric trucks.”

He was right then, and he’s still right now. “It’s one thing to have the technology and another thing for the technology to be viable,” Vlaskamp told the magazine Expansión (translated from Spanish). “Green hydrogen is not available for transportation and there is no point in switching from diesel to hydrogen if the energy source is not sustainable.”

Even so, MAN continues to develop hydrogen technology with surprising openness. And, by “openness,” I mean: he comes right out and says he’s only developing hydrogen tech to absorb subsidy money.

That’s my take, anyway. Let us know what you think of my “reading between the lines” of Mahle’s statement in the comments.

SOURCE | IMAGES: Mahle, via CCJ.

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UAW tells Stellantis workers to prepare for a fight, and vote for strike

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UAW tells Stellantis workers to prepare for a fight, and vote for strike

The UAW union’s Stellantis Council met yesterday to discuss the beleaguered carmaker’s “ongoing failure” to honor the agreement that ended the 2023 labor strike, and their latest union memo doesn’t pull many punches.

It’s not a great time to be Stellantis. Its dealers are suing leadership and threatening to oust the company’s controversial CEO, Carlos Tavares, as sales continue to crater in North America, it can’t move its new, high-profile electric Fiat, and it’s first luxury electric Jeep isn’t ready. And now, things are about to get bad.

In an email sent out by the UAW earlier today (received at 4:55PM CST), UAW President Shawn Fain wrote, “For years, the company picked us off plant-by-plant and we lacked the will and the means to fight back. Today is different. Because we stood together and demanded the right to strike over job security—product commitment—we have the tools to fight back and win … We unanimously recommend to the membership that every UAW worker at Stellantis prepare for a fight, and we all get ready to vote YES to authorize a strike at Stellantis.”

The dispute seems to stem from Stellantis’ inability to commit to new product (and continued employment) at its UAW-run plants and other failings to meet its strike-ending obligations. This, despite a €3 billion stock buyback executed in late 2023.

I’ve included the memo, in its entirety, below. Take a look for yourself, and let us know what you think of the UAW’s call for action in the comments.

UAW memo

SOURCE: UAW, via email.

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Kia EV9 GT caught with an active spoiler for the first time [Video]

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Kia EV9 GT caught with an active spoiler for the first time [Video]

Kia promises the new EV9 GT will have “enormous power,” but that’s not all. For the first time, the Kia EV9 GT was caught with an active spoiler, giving us a sneak peek at potential new upgrades.

The brand’s first three-row electric SUV is already making its presence known in the US, helping push Kia to back-to-back record sales months. Meanwhile, a more powerful, sporty variant is on the way.

Kia confirmed the EV9 GT will top off the electric SUV’s lineup in April. Packing “enormous power,” the high-performance GT model can accelerate from 0 to 62 mph (0 to 100 km/h) in 4 secs.

With a “high-output” dual-motor (AWD) system, the EV9 GT can quickly pick up speed despite weighing over 5,000 lbs.

Kia also equipped it with other high-performance features, such as a reinforced suspension and electronic braking system, for better control and stability.

We’ve already caught a glimpse of the performance electric SUV out testing, revealing aggressive new bumpers and wheels. Now, a new design feature has been spotted.

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2024 Kia EV9 GT-Line (Source: Kia)

Kia EV9 GT could come with an active rear spoiler

The latest video from HealerTV shows the EV9 GT with what appears to be an active spoiler. As the reporter noted, it could be similar to the one spotted on the Genesis GV70 Magma.

Kia EV9 GT caught with an active rear spoiler

Tesla’s Model X also used to come with an active spoiler until it was dropped a few years back. Although the GT model was spotted with one, Kia could just be testing new features, so don’t get too excited yet.

Earlier this week, a video from HealerTV showed the front row of the EV9 GT, comparing it to the current GT-Line model.

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Kia EV9 GT-Line interior (Source: Kia)

Several differences can be immediately noticed, including a more aggressive, all-black design with a yellow stripe down the center of the seat.

Kia is set to launch the EV9 GT in early 2025. It will rival other performance SUVs like the Tesla Model X Plaid.

Although prices have yet to be confirmed, the GT model is expected to sit above the current GT-Line at $73,900. In comparison, Tesla’s Model X Plaid starts at $94,990 and can sprint from 0 to 60 mph in 2.5 secs.

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