New light & medium duty newsFord's truck operations are a bit tactical and regional not strategic and global. The three parts (Ford Otosan, JMC, Ford US) are operating separately and there isn't much synergy. Really not sure what Farley wants to do but transition to ZEV will not work on regional basis. None of the 3 surviving truck operations generate enough cash to justify the investment so Ford may be just going to sit on the business and see what happens. The US ops can always leverage off F-Series investments and limp along. Ford Otosan and JMC would have to bend together and find a way out. The problem is Ford Otosan is focused on heavy duty while JMC is exclusively medium duty... no synergy.Mon, 05 Jun 2023 15:23:39 +0000
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