Sunday, November 21, 2021

Ford Holding Back On Ford F-150 Lightning Production -- November 21, 2021

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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