November 21, 2021: Ford F-150 Lightning order numbers don't include fleet buyers. Link here. Data points:
- for the average customer, could be three years before able to buy F-150 Lightning
- Ford F-150 Lightning rollout:
- 2021: none
- 2022: 15,000; sales commence May, 2021
- 2023: 55,000
- 2024: 80,000
- figures do not include fleet customers
- plans to produced 600,000 EVs in 2023
- math: the Lightning will account for less than 10% of EV production
- the ICE F-150 makes up 15 - 20% of Ford production
- questions:
- why?
- is Ford cautious in being too optimistic?
- not enough battery components?
- production line incapable of producing more?
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