Ford (F) recorded around USD 13.8bln of charges in Q4 related to updated EV strategy and expected disposition of the BOSK investment

• Already observed some declines in new and used vehicle prices, especially in EVs.

Ford's significant Q4 charges of approximately $13.8 billion tied to its revised EV strategy and BOSK investment indicate a notable shift towards electric vehicles and a potential strain on profitability. The mention of declining new and used vehicle prices, particularly for EVs, underscores a challenging market environment that investors should watch closely as it may impact Ford's competitive positioning and broader sector trends.