Dec 15, 2025 • Manufacturing Dive
SOMEWHAT-BULLISH
Foxconn and Anthro Energy among latest companies to invest in US facilities
Several manufacturing companies, including Foxconn, Anthro Energy, Swire Coca-Cola, and Bad Boy Mowers, are expanding their U.S. operations with new facilities and significant investments. These expansions are supported by federal and state incentives, aiming to boost domestic production and create local jobs across industries like electronics, battery materials, beverages, and farm equipment. The projects involve substantial financial commitments and are expected to generate hundreds of jobs in states such as Colorado, Kentucky, and Alabama.
Dec 15, 2025 • The Business Download |
SOMEWHAT-BULLISH
Exxon CEO Says New Form of Graphite Boosts EV Battery Life, Extends Range
Exxon Mobil Corp. announced a new form of synthetic graphite that can increase EV battery life by up to 30%, extend range, and allow for faster charging. CEO Darren Woods stated the invention is being tested by EV manufacturers, with commercial production aimed for 2029 following the acquisition of Superior Graphite assets. While not becoming a battery maker, Exxon plans to leverage its existing infrastructure to produce key energy transition materials, including graphite and lithium, and has a long history in battery innovation.
Dec 15, 2025 • Yahoo Finance
NEUTRAL
Morgan Stanley Starts Ford (F) Coverage With $14 Target Amid Prolonged EV Slowdown
Morgan Stanley initiated coverage of Ford (F) with an Equal Weight rating and a $14 price target, anticipating a continued "EV winter" through 2026. The firm holds a more positive outlook on internal combustion engines and hybrids, balancing their cautious EV stance. This comes as Ford announced a partnership with Renault to develop smaller, more affordable EVs and commercial vans for the European market, aiming to reduce costs and compete with Chinese automakers.
Dec 15, 2025 • ts2.tech
NEUTRAL
Ford Motor Company Stock (NYSE: F) News Today: Key Headlines, Analyst Forecasts, and What’s Driving Ford Shares on Dec. 15, 2025
Ford Motor Company (NYSE: F) is experiencing a shift from "all-in electrification" to a more pragmatic, multi-path approach, driven by policy reconsiderations in Europe and the U.S., supply chain developments, and a revised EV strategy. While cash generation from trucks and commercial vehicles remains strong, investors are closely watching Ford's ability to manage EV losses, leverage partnerships, and adapt to evolving regulatory landscapes. Analyst forecasts hover around a $12 price target, indicating caution despite the stock trading at the upper end of its 52-week range.
Dec 15, 2025 • Franklin County Free Press
SOMEWHAT-BEARISH
Multiple Vehicle Recalls Issued by NHTSA Including Ford
The National Highway Traffic Safety Administration (NHTSA) has announced several new vehicle recalls impacting various manufacturers and models. These recalls include issues such as rearview camera display failures for Nissan/INFINITI, potential loss of power brake assist for Ford and Lincoln, insufficient pedestrian warning sounds for Mercedes-Benz, improper airbag deployment for BMW, and brake pedal failure for Chrysler's Alfa Romeo and Dodge models. Vehicle owners can verify if their car is affected using NHTSA's Recall Look-Up Tool and schedule free repairs at dealerships.
Dec 15, 2025 • 24/7 Wall St.
NEUTRAL
Tesla US Market Share Surges 30%
Despite a sharp 23% decline in Tesla Inc. (NASDAQ: TSLA) sales in November, the company's US market share surged from 43% to 56%. This seemingly contradictory rise is due to an even larger 41% drop in overall electric vehicle (EV) industry sales, primarily attributed to the expiration of a $7,500 EV tax credit. While Tesla's sales decreased, its increased market share positions it to potentially benefit if EV sales rebound in the future.