900 × 318

I have spent the weekend reading post after post complaining about why Ford is calling their new landmark EV a Mustang. I understand what people are saying I had the same thoughts at first. But, after seeing the Mach E firsthand, and reading about all of the time and research Ford put into this car, I don't think people understand the EV market today and what Tesla has been able to do with it. This car had to be a Mustang if Ford was going to compete in the EV space. 


All of the other US carmakers are making "compliance" cars, and Ford was too with the electric Focus. With the Mach E, Ford picked up on something that the other OEM's are missing. Tesla sells 80% of EV's in the US right now, and they are making this a fight about performance, and they are winning the battle today. Just go onto YouTube and watch the hundreds of videos with millions of views of the Tesla beating gas engine versions of the Mustang GT, Dodge Demon, Corvette, Charger Hellcat, Lamborghini – you name it. 


I don't agree with the use of 0 to 60 as a measure; I am just saying that Tesla has made it THE standard measurement. 0 to 60 has little value today, the quarter-mile tells you a lot more about the manufacturer, but 0 to 60 is quick, it's perfect for the YouTube generation. Ford and Tesla have to deal with their future buyers, and more than half of them are on YouTube every day.


People don't understand that Tesla doesn't have a transmission so of course, it's going to win a short race, let that race go on past 4 seconds and you'll see the Mustang GT move past the Tesla and stay there. That's why I think the quarter-mile is a much better test, but they've made this just about 0 to 60. Even at their truck launch last week, they made a point to reference a high-end model that goes from 0 to 60 in 4.5 seconds.  


Ford made it clear that the Mach-E is not replacing the classic Mustang, "it's growing the family." The gas engine Mustang is going to be around a long time, and it's only getting better, especially with releases like the 2020 Shelby GT500. One of the goals of the Mach-E is to bring to life what we all love about the gas engine Mustang and share it with a whole new generation of buyers, and Ford put the time and technology in to make that possible. 


According to Ford, the Mach-E GT is going to go from 0 to 60 at the same rate as a Porsche 911 GTS, the mid-3-second range. The Mach-E GT will be one of the fastest Mustangs EVER built; it will be right up there with the Shelby GT500. Tesla announced a performance version of the Y that will challenge the GT and on Friday, Ford confirmed that a Shelby version of the Mach E GT is in production. They are making sure the Mustang remains relevant and can stay in the race and win. There are dozens of reasons why Ford's new EV is called a Mustang, performance is just one of them, but I think it's an important one. 


Ford also has to focus on EV adoption, something which no one other than Tesla has figured out. Over the next five years, VW, the largest car company in the world, is going to make an electric or hybrid version of every car in their lineup. They're going to launch 70 new electric models by 2028 and 2 years after that, by 2030 they expect four out of every ten cars they sell to be electric.


I think VW is an excellent example for why Ford needed to start with the Mustang, out of the 10 MM + cars VW sells right now, they make 65% of their profits from Porsche and Audi, and that's where they are starting their electric efforts. Ford has to compete with VW and the other auto brands, and Tesla, which means they needed an EV with instant name recognition, that is relevant and credible in the performance space. It had to be a Mustang. 


It's going to be amazing in the fall when it's an electric Mustang that beats the Tesla, and I can't wait for those videos. Here is an excellent article from Forbes that provides more insight into why Ford's new EV is a Mustang http://bit.ly/37ya2Az. 

Categories: Green, New Inventory