The Intercooler

What on Earth is going on with Ford? #295

Jan 5, 2026
Dan and Andrew dive into the transformation of Ford, noting its shift from classic cars to an SUV-heavy lineup. The duo questions the abandonment of beloved models like the Fiesta and Focus, attributing it to financial pressures. They explore Ford's strategic use of rival platforms and the challenges faced with the Cologne investment. The discussion highlights Ford's historical achievements and how the brand can reclaim its driving DNA in future EVs. Ultimately, they express hope for a return to characterful, affordable models that resonate with enthusiasts.
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INSIGHT

Ford Has Become A Crossover Brand

  • Ford of Europe has effectively become a maker of crossovers and electric SUVs with almost no traditional hatchbacks or saloons left.
  • The Mustang is now the only remaining mainstream car-like product and volumes for petrol performance cars are commercially tiny.
INSIGHT

Regulation Killed Cheap Hatchbacks

  • Legislative and safety/emissions costs made small hatchbacks like Fiesta and Focus financially unviable despite high volumes.
  • Manufacturers can choose to stop producing loss-making small cars rather than subsidise them indefinitely.
INSIGHT

Buying Platforms Outsources Ford's Future

  • Ford is increasingly buying rivals' platforms (Volkswagen, Renault) to remain represented in key segments rather than develop clean-sheet cars.
  • That approach preserves market presence but hands long-term value and engineering control to competitors.
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