🎙️ podcast Analysis • December 17, 2025 • Bloomberg Intelligence

The $19.5 Billion Write-Down: When EV Retreat Becomes Strategic Clarity

Auto Manufacturing
Tickers
1 Pick
Conviction MEDIUM
Risk Profile 2.4/10 (MODERATE RISK)
Horizon 12-18 months
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Signal Snapshot Core Theme: Auto Manufacturing

EV transition inevitable despite setbacks

Hybrid profitability trumps EV market share

MPG Relaxation; Hybrid Focus; Profitable Platforms

Executive Summary

Ford's $19.5 billion EV write-down represents strategic capitulation disguised as operational clarity. CEO Jim Farley explicitly acknowledged losing $25,000 per Mustang Mach-E on EBIT, while hybrids generate meaningful profits. The company is repurposing Korean battery joint venture facilities for energy storage and pivoting toward 'affordable pickup trucks' in Tennessee and commercial vans in Ohio. Bloomberg Intelligence analyst Steve Man frames this as 'clearing the deck' for 2026 earnings tai...

Key Investment Opportunity

Ford EV Pivot Play

Ford's massive write-down clears earnings headwinds while positioning for hybrid profitability and regulatory tailwinds

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Next:
The Clearing Deck Strategy: When Industry Giants Write Off Their Future →

Ford's $19.5 billion writedown represents more than financial housekeeping—it signals a strategic retreat from EV…

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