Ford’s Mustang Recall Contrasts with Stock Surge as Carbon Goals Fade
Ford Motor Company (NYSE:F) shares climbed nearly 5% Tuesday despite announcing a recall affecting 332,000 Mustang vehicles. The safety recall targets 2015-2017 models with potentially faulty seatbelt pretensioners that may corrode when exposed to road salt.
Dealers won't have repair parts available until January 2026—an unusually long lead time for a safety-related recall. The market's muted reaction suggests investors view this as a contained operational issue rather than a systemic problem.
Meanwhile, Ford's environmental commitments appear to be stalling. The automaker's pledge to achieve carbon neutrality by 2050 now seems secondary to immediate operational challenges and market performance.