Ford is stepping back from an all-electric future and leaning hard into gasoline and diesel vehicles.

This is a huge pivot, setting the stage for a potential profit surge starting in 2026. This isn’t just a corporate maneuver — it’s a move that could redefine the American automotive landscape.

If Ford’s focus on gasoline vehicles delivers, its stock price could climb as profits grow.

The end of the EV mandate

For years, Ford’s profits took a hit from federal regulations pushing electric vehicles . The U.S. government’s Corporate Average Fuel Economy standards and greenhouse gas emissions rules forced automakers to sell an increasing share of EVs, with mandates aiming for near-100% EV sales during the 2030s.

These policies brought steep fines and costly carbon credits, requiring For

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