June '23-Sales ReportThat sounds extraordinarily optimistic to me. Ford would need to climb a very steep ramp, indeed. Looking at the production by plant to date, there have been 46,228 Mach-e's and 8757 Lightnings produced, and 2019 e-Transits, with about half of the total sold.To reach 600k BEVs they need to build about 545,000 more before New Year's Day, or about 90,800 units per month from those three plants. Maximum monthly production at Dearborn Truck so far has been 34,230 units in May and for Cuautitlan 13,369 Mach-e's. Even if Dearborn went to 100% lightning production and Cuautitlan and KCAP doubled production, Ford would still be quite short of 600k for the year. I am not aware of any all new BEV's coming online this year, and this is a contract year.
I am sure production will increase for both lines, and would be happy to see a 50% increase in overall BEV sales YOY, but 600k ain't gonna happen until Blue Oval City is fully operational, IMO.Thu, 06 Jul 2023 17:42:36 +0000
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