Ford Motor Company is facing a multitude of challenges in the current automotive landscape. From fluctuating demand for electric vehicles to changing regulations in different markets, the company’s leadership under CEO Jim Farley and CFO John Lawler is navigating turbulent waters. Despite these obstacles, Ford remains a profitable enterprise with successful operations in key markets such as China.
In China, Ford has reported nearly US$1 billion in pre-tax profit from its operations in 2024, despite selling a modest number of passenger vehicles compared to other manufacturers. The company continues to invest in Chinese plants, with a focus on exporting locally built models to other markets. Additionally, Ford is exploring the possibility of re-entering the Indian market, with plans to reopen its Maraimalai Nagar factory as a powertrain complex for engine production.
Looking ahead, Ford’s iconic F-Series trucks remain a cornerstone of its lineup, with the next-generation F-150 slated for production in 2028. The company has also delayed the launch of the F-150 Lightning electric pickup to address consumer disinterest in EVs and reduce costs. Ford is also planning to expand its production capacity for Super Duty trucks, with a third plant in Ontario set to begin production in 2026.
In terms of new models, Ford is set to introduce a Mustang sedan variant, known as the ‘Mach-4,’ in 2026. The company is also focusing on electric crossovers and SUVs in Europe, with plans to launch a new IC-powered SUV in 2027. The European division is also working on a smaller ‘multi-energy’ model to be produced in Spain starting in 2027.
In North America, Ford is preparing for the launch of the next-generation Explorer SUV, with conflicting reports on the debut timeline. The company is also investing in the development of an ‘Affordable Electric Vehicle Platform’ for medium-sized pickups, set to launch in 2027.
Despite the challenges facing the automotive industry, Ford is adapting to changing market conditions and regulatory requirements. With a focus on innovation and sustainability, the company is positioning itself for long-term success in a rapidly evolving landscape.
