Has Rival Ford's EV Strategy Failed? (Analysis by Jim's EV Adventures)

[AZFox]

Jim's EV Adventures (15K subscribers) has commentary worth considering about how Ford EV sales are down, but Toyota and Subaru EV sales are up.

Jim believes Ford's EV sales slump doesn't mean people don't want EVs, rather it tells us that people don't want the EVs Ford is offering.

The bottom line is EVs aren't stalling, they're sorting.​

​

The companies that price right and build what buyers ask for are climbing, one [Toyota] by improving a single car, another [Subary] by giving you three ways to say yes.​

​

The ones that don't are falling off a cliff and getting blamed on a technology that three miles away at a Toyota or Subaru dealer is having its best EV year yet.​

Although it's not the main point of his video, he does compare the Fantom and Slate in an interesting way, including this analogy:

Comparing it to the slate right now is like comparing a house that you toured to a house that's still just a blueprint on the builder's desk.​

Three Titans, One Truth — Has Ford's EV Strategy Failed?!



Summary (via AI)

In this video, Jim's EV Adventures addresses claims that the electric vehicle market is collapsing, using recent sales data from Ford, Toyota, and Subaru to demonstrate that execution—not EV technology—is driving performance differences.

Key Takeaways

• Ford's EV Sales Decline [00:48]: Ford's EV sales fell sharply in the first half of 2026 to 16,666 units across its entire lineup (down from 84,112 total units in 2025), with Mustang Mach-E sales down over 50%. The F-150 Lightning was also discontinued despite previously being the top-selling electric truck [01:21].
• Toyota & Subaru Growth [01:48]: Contrastingly, Toyota's BZ line sold 17,553 units in the first half of 2026 alone, surpassing its entire 2025 total of 15,690 units. Subaru matched its entire 2025 volume in six months by expanding its lineup across three models: Solterra, Trail Seeker, and Uncharted [02:22].
• Execution vs. Technology [04:16]: The host attributes Ford's struggles to high pricing, reluctant dealer networks, fewer incentives, and a stalled product cycle—whereas competitors listened to buyers, improved vehicle flaws, and expanded model choices.
• Ford Fathom vs. Reality [06:39]: While Ford recently announced the $28,350 Ford Fathom with bidirectional charging, the host cautions that it remains a "press release" on paper with pre-orders not opening until early 2027 and deliveries likely in late 2027 or 2028.
• Core Conclusion [09:01]: The overall EV market isn't stalling; it is sorting itself out. Brands offering competitive pricing, trusted branding, and clear consumer choices are seeing record sales, while those failing on execution drop off.

 

[KevinRS]

A house that's a blueprint on the builder's desk, and all they showed you was a childs outline traced off that blueprint, no scale

 

[CEW]

Terrific video again - JIM's EV. It's what I've come to expect from his channel 👍 So happy that he will be one of first to receive the SLATE in early 2027

He is hitting the points we are all seeing now in regard to the FATHOM's HOT (full of Hot air) PRESS RELEASE🔥
with projections and BIG HOPES...and Nothing factual to back it up - except they already have a destination charge !! ? So their Final price comes in just below $30,000🤔

How the heck does that happen? No prototypes - no tests done yet - just a few Betas. And FORD somehow has a Destination charge already? Talk about Gaming the System!

 

[Doctors Do Little]

Jim's EV Adventures (15K subscribers) has commentary worth considering about how Ford EV sales are down, but Toyota and Subaru EV sales are up.

Jim believes Ford's EV sales slump doesn't mean people don't want EVs, rather it tells us that people don't want the EVs Ford is offering.

The bottom line is EVs aren't stalling, they're sorting.​

​

The companies that price right and build what buyers ask for are climbing, one [Toyota] by improving a single car, another [Subary] by giving you three ways to say yes.​

​

The ones that don't are falling off a cliff and getting blamed on a technology that three miles away at a Toyota or Subaru dealer is having its best EV year yet.​

Although it's not the main point of his video, he does compare the Fantom and Slate in an interesting way, including this analogy:

Comparing it to the slate right now is like comparing a house that you toured to a house that's still just a blueprint on the builder's desk.​

Three Titans, One Truth — Has Ford's EV Strategy Failed?!



Summary (via AI)

In this video, Jim's EV Adventures addresses claims that the electric vehicle market is collapsing, using recent sales data from Ford, Toyota, and Subaru to demonstrate that execution—not EV technology—is driving performance differences.

Key Takeaways

• Ford's EV Sales Decline [00:48]: Ford's EV sales fell sharply in the first half of 2026 to 16,666 units across its entire lineup (down from 84,112 total units in 2025), with Mustang Mach-E sales down over 50%. The F-150 Lightning was also discontinued despite previously being the top-selling electric truck [01:21].
• Toyota & Subaru Growth [01:48]: Contrastingly, Toyota's BZ line sold 17,553 units in the first half of 2026 alone, surpassing its entire 2025 total of 15,690 units. Subaru matched its entire 2025 volume in six months by expanding its lineup across three models: Solterra, Trail Seeker, and Uncharted [02:22].
• Execution vs. Technology [04:16]: The host attributes Ford's struggles to high pricing, reluctant dealer networks, fewer incentives, and a stalled product cycle—whereas competitors listened to buyers, improved vehicle flaws, and expanded model choices.
• Ford Fathom vs. Reality [06:39]: While Ford recently announced the $28,350 Ford Fathom with bidirectional charging, the host cautions that it remains a "press release" on paper with pre-orders not opening until early 2027 and deliveries likely in late 2027 or 2028.
• Core Conclusion [09:01]: The overall EV market isn't stalling; it is sorting itself out. Brands offering competitive pricing, trusted branding, and clear consumer choices are seeing record sales, while those failing on execution drop off.

When the triplets of Highlander/Getaway/TZ are released, they will be instant successes. One for each budget!

 

[Freyar]

Boy, the news cycles and everything are really getting me to take an even dimmer view on Ford overall this past week. Perhaps it's just that my gut says Ford can't deliver well nor what I want and prioritize and what Ford wants is not what the market wants.

 

[AZFox]

Boy, the news cycles and everything are really getting me to take an even dimmer view on Ford overall this past week. Perhaps it's just that my gut says Ford can't deliver well nor what I want and prioritize and what Ford wants is not what the market wants.

The Ford PR people must be cringing.

I've read a dozen or so YT comments from people who've been jerked around by Ford just this morning.

 

[The Weatherman]

Ford’s CEO has thrown all his weight behind providing technology on which they can charge a reoccurring subscription fee.

Providing a driving experience / vehicle / technology that we (meaning me) the consumer wants is not their focus.

I have mentioned several times on here that I own a Ford Lightning and I plan on keeping that vehicle for many more years, but I have seen Ford’s attitude toward its EV customer shift so dramatically that I have no faith in FOMCO to be there for me in any future purchases.

The Lightning Forum is full of customers that Ford has left holding the bag on issues that any reasonable person would recognize as a defective parts issue deserving a positive response from Ford. Yet it’s okay with them if it dose t get resolved for months with the vehicle sitting inoperable at a service center.

/ rant over.

 

[Doctors Do Little]

Ford’s CEO has thrown all his weight behind providing technology on which they can charge a reoccurring subscription fee.

Providing a driving experience / vehicle / technology that we (meaning me) the consumer wants is not their focus.

I have mentioned several times on here that I own a Ford Lightning and I plan on keeping that vehicle for many more years, but I have seen Ford’s attitude toward its EV customer shift so dramatically that I have no faith in FOMCO to be there for me in any future purchases.

The Lightning Forum is full of customers that Ford has left holding the bag on issues that any reasonable person would recognize as a defective parts issue deserving a positive response from Ford. Yet it’s okay with them if it dose t get resolved for months with the vehicle sitting inoperable at a service center.

/ rant over.

I feel you so strongly. I owned my Lightning for 5 MONTHS….bc multiple dealers had no idea how to fix it (software issues) and it was just beyond the GA Lemon Law time frame. They just shrugged when I traded it for the X5. Let’s say it was a $5K lesson for me. They stupidly still mail me letters asking me to trade it in. Screw Ford.

 

[tubes]

A house that's a blueprint on the builder's desk, and all they showed you was a childs outline traced off that blueprint, no scale

Meanwhile one of our forum regulars reports they are ready to go to their local Ford dealership for a test drive.

 

[The Weatherman]

Hey, I get it. A year ago I would have been too. We all learn at our own pace.

 

[KevinRS]

Outside of lemon laws, what are the options if a new vehicle has a non-drivable defect, and it sits waiting for parts?
I would assume that at some point, you'd have an option to get a lawyer involved, probably arbitration clauses in the warrantee though, and it probably doesn't happen much because lawyers cost so much.

 

[Doctors Do Little]

Outside of lemon laws, what are the options if a new vehicle has a non-drivable defect, and it sits waiting for parts?
I would assume that at some point, you'd have an option to get a lawyer involved, probably arbitration clauses in the warrantee though, and it probably doesn't happen much because lawyers cost so much.

Mine was CPO but outside lemon limits. All they promised to do was “try” to repair.

 

[KevinRS]

Mine was CPO but outside lemon limits. All they promised to do was “try” to repair.

You'd probably have to read those CPO terms really closely. They probably have something about problems they can't fix, but also arbitration if you think they didn't do what they should.

 

[Slatester89]

His analysis was insightful and fact-based until he said worst BEV is better than best ICE. For a guy that rests his "interwebz" reputation (and subscriber pitch) on fact versus opinion or speculation, that "opinion" was unwarranted.

Back it up with fact Jim or give me back my click. .

b.

 

[Doctors Do Little]

You'd probably have to read those CPO terms really closely. They probably have something about problems they can't fix, but also arbitration if you think they didn't do what they should.

Yup. Life’s too short to sit on a truck that was depreciating $1/mile. So, I consider it “forced tuition” and a few lessons learned. Didn’t turn me off to EV’s! Just F