Locator: 48848EVS.
Updates
Later, 7:52 p.m. CT: I wrote the original post earlier today. Late this afternoon, this article:
The Trump administration is proposing nearly $1 billion in funding to speed the development of U.S. critical minerals and materials, used in everything from electric vehicle batteries to semiconductors, the Energy Department said on Wednesday.
The department intends to offer funding to advance and scale up mining, processing and manufacturing technologies in the critical minerals and materials supply chains, sectors that have been dominated by China and other countries, the statement said.
Original Post
Earlier today as a one-off, I posted the following:
I'm not at liberty to reveal the source, but the EV truck industry in the US is dead.
One large Class 8 truck manufacturer, at one location, a year ago, before Trump, was producing as many as twelve Class 8 EV trucks DAILY.
That same facility is now manufacturing as few as two such trucks every MONTH.
Now, this, talk about a coincidence. I read this late this afternoon:
This was from the Bloomberg Technology interview with FORD CEO Jim Farley on April 26, 2022:
Bloomberg's Sonali Basak, "Jim, look out into the future for a second here, can you see all the F-150s going electric? And what would it take for that to happen?"
Farley: "No way. I don't see that happening. If yor're towing a fifth wheel in Wyoming (Rocky Mountains), or you know with a horse trailer, there is no way.
An electric vehicle is not a good solution for super duty customers.
We're 50% of all commercial light duty vehicles in the US so we know. And the technology is not right for that. For the retail customer who is doing some light towing or commuting to work, it's perfect.
For for heavy duty usage customer, it's not the right solution So you're going to see a mix of ICE and BEV."
So, why feature towing so prominently in commercials?
Fast forward, August, 2025: Ford announces a $30K-pickup truck for real urban cowboys.
