Ford Motor Company (NYSE:F) Bernstein’s 41st Annual Strategic Decisions Conference May 28, 2025 4:30 PM ET
Company Participants
John Lawler – Vice Chair
Conference Call Participants
Daniel Roeska – Bernstein
Daniel Roeska
All right. Good afternoon, everybody. Thanks very much for spending this hour with us and not having cocktails yet. I know that you have to whiz off right after. So, you’ll miss that part.
Ladies and gentlemen, welcome to our fireside chat with John Lawler, Vice Chair of Ford. John, thanks very much for being here today.
John Lawler
Thanks for having me.
Daniel Roeska
It was a long day. So, I appreciate you sticking around for us to have this discussion. And maybe what I’d like to start with, you’ve recently — fairly recently switched roles at Ford. What’s on your agenda now? How has your day changed? Kind of what are you looking at now?
John Lawler
Yes. So, I think the industry at this time is going through one of the most important transitions we’ve had potentially ever. And what I’m doing is I’m spending my time working with Jim and the executive leadership team in how we best position Ford to win coming out of this transformation of the industry. And so that’s heavily rooted in strategy, some in policy and leveraging the 35 years of experience I have at Ford and globally to help do that.
So, if you step back and you look at what’s happening across the industry, it’s the confluence of many different factors. And if you think about it, electrification has come in and changed the industry quite a bit. But the ice tail is going to be much longer. The development of multi-energy vehicles, that’s going to have a long tail.
You’ve got distributed electrical architectures. You’ve got an
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