Ford Motor Co. is shifting funds from its electric vehicle division, and the beneficiary is its cash-cow Ford Pro commercial vehicle and Super Duty truck business.

A bumpier-than-expected adoption curve of electric vehicles — because of their cost and availability of charging infrastructure, as well as a regulatory rollback — has resulted in delays in products and a reallocation of resources from future EV programs.

The Dearborn automaker isn't abandoning electrification, but it's spending to maximize profits, advance recurring revenues and "accelerate" its multi-year business plan, CEO Jim Farley said during a second-quarter earnings call. Ford Pro is where the company finds its answer.

"Ford's the 900-pound gorilla in the fleet commercial business," said Rhett Ricart, a Columbus, Ohio

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