2 Great Developments for Ford but Not for Rivian and Lucid

Ford is well-positioned to capitalize on surging hybrid demand with plans to offer hybrid powertrains across nearly its full vehicle lineup by 2030. Ford's hybrid vehicles have become highly profitable, with F-150 hybrid margins now exceeding gasoline versions. This shift favors full-line automakers like Ford over pure EV companies like Rivian and Lucid, which are waiting for full EV demand to materialize.