Ford Starts Construction of Blue Oval CityWell said,
Ford has to show that it can build Lightning in decent volume, the issue as mentioned is that suppliers are struggling to match Ford massive ramp up plans for Lightning, shoot they can't even deliver all the ICEs that customers are ordering. Next Gen BEV F150 may be better suited to replacing more ICE F150 sales but I suspect that ICE buyers are pretty comfortable with Ford's current offering and the hybrid/Powerboost option give a level of electrification that can coexist with ICE.
At bottom of this, I suspect that Ford was going to use Lightning to increase F150 total sales but somewhere in Farley's mind, EV F150 has became a replacement vehicle for F150 gas buyers….I'm not sure that's the case but higher gas prices and limited production makes an interesting mix of factors..Wed, 05 Oct 2022 19:46:18 +0000
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