Motley Fool Money Ford Takes $19.5 Billion EV Hit. Is the EV Revolution Over
Dec 17, 2025
Lou Whiteman, an investment analyst focused on the auto industry, and Rachel Warren, a financial journalist, dive into the current state of electric vehicles. They discuss Ford's staggering $19.5 billion writedown as it shifts to hybrids, raising questions about Detroit's strategy. They explore the impact of subsidies and demand on EV adoption, debating whether technology or costs are the main barriers. The conversation also touches on the future of Rivian and Tesla, offering insights on the valuation landscape for EV companies.
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EVs Are Inevitable — Just Slower
- EVs remain the long-term direction, but the timeline for mass adoption is longer than many expected.
- Subsidies accelerated demand but masked that current tech and cost structures suit early adopters more than the mass market.
Batteries Unlock Cost And Range
- Battery technology improvements are the key lever to reduce cost and range anxiety.
- Next‑generation batteries (higher energy density) can cut pack size and cost, unlocking mass-market EV economics.
Shift To Profitable Hybrids Now
- Recalibrate expectations and product plans to current market realities rather than hype.
- Automakers should prioritize profitable hybrids now while keeping EV capabilities for when economics improve.