I have no bias here except facts. Fact is almost everyone projected a huge increase in EV sales. Ford had Lightning reservations and sales to back up that forecast. If they were still selling them for the original prices with the original tax credits they’d be selling a lot more. Even your last quote says it’s about costs.
Look at what happened to Mach-E sales when they lost the tax credit vs when they dropped prices.
People still want large less efficient vehicles regardless of propulsion and a large number don’t mind paying for it. The only place I think Ford miscalculated is that EV truck buyers are not necessarily the same as ICE truck buyers.
The only issue here is sales volume. And obviously to get high volume you need smaller cheaper vehicles. But that’s not the entire market.