(https://www.cnbc.com/2026/06/24/toyota-gm-us-sales.html) because hybrid adoption is crushing pure EV demand. Ford's stuck in the middle—too exposed to EV capex, not nimble enough to pivot fast. But here's what the market missed: Ford's tariff wall on EU luxury imports ($F trades at structural $12-13 unless that collapses) just got *more valuable* because it's protecting a company that's finally forced to rationalize EV spending. That's a doubled-down moat.

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