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Ford EV $19.5B restructuring costs ‘manageable for company,’ Fitch says 

Tariff backdrop could benefit US EV share for OEMs 

Truth Headlam

Ford Motor’s costly restructuring plans that include refocusing its long-term investment in EVs are not expected to affect the company’s ratings, but might signal a wider industry shift toward hybrids, internal combustion engine vehicles and more affordable EVs.  Fitch Ratings maintains a positive outlook on Ford and its cash position following the company’s Dec. 15 announcement about restructuring, which is estimated to result in $19.5 billion in charges from Q4 2025 to 2027 as the company takes write-downs to its Model E line, according to a Dec. 16 release from Fitch.  Ford’s revised EV strategy includes a shift to […]

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