EPISODE · Dec 18, 2025 · 11 MIN
Jason Isaac | Ford’s $20B EV Loss
from The Steve Gruber Show · host Chancellor
Jason Isaac, CEO of the American Energy Institute, takes a hard look at the growing costs of the electric vehicle push. He explains how Ford’s EV experiment has resulted in roughly $20 billion in losses, while GM’s leadership continues to double down on costly EV investments despite weakening demand. Isaac argues that government mandates and ideological energy policies are forcing automakers into risky decisions that threaten jobs, affordability, and consumer choice, and warns that ignoring market reality could have serious consequences for America’s auto industry and energy future.
What this episode covers
Jason Isaac, CEO of the American Energy Institute, takes a hard look at the growing costs of the electric vehicle push. He explains how Ford’s EV experiment has resulted in roughly $20 billion in losses, while GM’s leadership continues to double down on costly EV investments despite weakening demand. Isaac argues that government mandates and ideological energy policies are forcing automakers into risky decisions that threaten jobs, affordability, and consumer choice, and warns that ignoring market reality could have serious consequences for America’s auto industry and energy future.
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Jason Isaac | Ford’s $20B EV Loss
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