Ford’s electric van push
Ford broadened its electric van line with the affordable Transit City as it chases urban logistics customers — even while key suppliers are restructuring after EV‑related losses, exposing supply‑chain fragility. The scramble for regional alliances and supplier resilience underscores pressure on captive and commercial lenders to adjust residuals and credit terms. (evfleetworld.co.uk) (carexpert.com.au)
Ford Pro says Transit City uses a 56 kWh usable LFP battery and targets up to 254 km range while Ford’s telematics analysis found 90% of vans in the segment average under 110 km per day. (fordpers.be) Ford priced the Transit City to under £30,000 in some markets and will build it on a dedicated EV platform in partnership with Jiangling Motors Corporation (JMC). (msn.com) Carbon Revolution’s board moved the company into voluntary administration on March 26, 2026 and appointed McGrathNicol to manage the restructuring. (carbonrev.com) ASIC’s published notice shows a creditor meeting scheduled for April 8, 2026, while Carbon Revolution’s prior interim disclosures noted a $43 million loss for the six months to Dec. 31, 2024 and a net equity deficit that forced urgent funding talks. (publishednotices.asic.gov.au) OEMs have taken headline EV charges—Ford disclosed a $19.5 billion EV‑related charge in December 2025—and industry reporting tallies roughly $55 billion of automaker write‑downs that have led to cancelled or pared‑back supplier programs. (money.usnews.com) Market and consultancy research shows lenders are reworking EV residual models and securitisation assumptions, with EY and industry analysts urging new valuation frameworks for EVs. (ey.com) Wholesale/floorplan stress is resurfacing as inventory velocity slows and proceeds‑sweep timing becomes less predictable, increasing the need for real‑time inventory visibility and accelerated remarketing. (cairp.ca) Solifi’s recent product launches and M&A give concrete remedies: Solifi Document Intelligence claims up to a 70% cut in document‑review time, Access Capital migrated to Solifi ABL and consolidated systems during a single weekend cutover, and Solifi’s acquisition of Leasepath underpins equipment‑finance clients that have reported four‑times faster time‑to‑decision after going live. (equipmentfinancenews.com)
