But is China’s EV tech un- Fathom-able?
Above, CBS News has a glowing report on the superiority of Chinese EVs and manufacturing.
Below, the pressure building for Chinese vehicles to become available to Americans.
China is executing a “pincers movement” with footholds in Canada, and Mexico -“It feels like the dam is going to break…”.
Meanwhile, Ford is prepping a Hail Mary strategy to catch up with Chinese carmakers on affordability, giving a veiled glimpse of its new sub-30k EV truck, dubbed “Fathom”.
The Fathom will be made on a built-from-scratch assembly line in Louisville, Ky. Executives have said the truck will feature technology designed to compete with Tesla and upstart Chinese automakers, with a price tag similar to mainstream sedans and SUVs. Ford will begin taking customer orders early next year.
If it meets Ford’s targets, Fathom would instantly become one of the top-selling EVs in the U.S. in the first year of its production. Besides EV leader Tesla, no other automaker has sold 100,000 units of a single EV model in the U.S. in a year. Tesla sold about 357,000 Model Y SUVs last year, and more than 190,000 Model 3 sedans. Behind Tesla, General Motors sold nearly 170,000 all-electric vehicles in 2025, but across three different brands.
Production and sales of Ford’s pickup are expected to increase in the future.
Expectations are high. Ford’s earlier EVs, including an electric version of its F-150 pickup, often sold well in their respective segments but never achieved the high volumes of its gas and hybrid cars. Behind the scenes, they racked up billions of dollars in losses. Ford halted production of the electric F-150 Lightning late last year.
Ford says it has learned many lessons since then. Chief Executive Jim Farleyhas said those vehicles had more parts and costs than are necessary for EVs. The Fathom is designed with fewer components and will be assembled through a manufacturing process that has been overhauled to keep costs in check. He has called the truck Ford’s new “Model T moment.”