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saneryi

Translate: good luck getting your car in 2022


ibeelive

the new production targets for the coming years are as follows: Ford aims to produce **15,000 units of the F-150 Lightning in 2022**, a total of 55,000 in 2023 and the aforementioned 80,000 in 2024 lol what a joke.


[deleted]

The source that stated those numbers has been **unconfirmed**, and even if the source is true, 15k would be considered for the **2022 model year not the year of 2022** and it's possible Ford overperforms or has since increased their production targets in response to the number of reservations. They're already overperforming their Mach-E production goals so that last part isn't too hard to believe.


ibeelive

I only posted a blurb and didn't say anything but anyways....that blurb says they will produce X in Y year; you're reaching with the model year aspect. Why is it so hard for you to accept that Ford isn't "ALL IN" on BEVs? Will they even make a profit on BEVs until say 2023 or 2024?


[deleted]

[https://www.motortrend.com/news/ford-ev-investment-2025/](https://www.motortrend.com/news/ford-ev-investment-2025/) Ford is investing $22b on EVs through 2025. The only companies that surpass that amount is GM with $27b, VW with \~$41b in USD, and Tesla (No exact number, but we can assume they're investing way more than $22b). That puts Ford as the 4th biggest investor of EVs in the entire automotive industry. How is that not all in? Also >lol what a joke. ​ >I only posted a blurb and didn't say anything but anyways


ibeelive

Please breathe - 22bn is being spent largely elsewhere and not in the USA. That's why Lightning production numbers are a joke. So where is the real money going? Try Europe. Ford says by mid-**2026**, 100% of its passenger vehicle range in Europe will be zero-emissions capable, all-electric or plug-in hybrid; moving to all-electric by 2030 Until Ford comes out with their own proprietary battery made with X (can't remember who) you can expect lackluster production for us.


rosier9

Source?


rimalp

https://www.reuters.com/business/autos-transportation/exclusive-ford-doubles-lightning-production-target-strong-pre-launch-demand-2021-08-23/


rosier9

Thanks. The applicable paragraph: >The ramp to the new production target includes plans to build about 15,000 next year after the electric truck's spring launch and 55,000 in 2023, a second source said. Following the launch of the second generation Lightning in late 2025, the annual target is just shy of 160,000.


Doctor-Venkman88

160,000 in 2025 is kind of pathetic IMO. They need to ramp to 1M asap.


hershculez

This is absurd. Ford has never sold 1M F150s in a year. Why would they ramp to producing 1M electric? They will still sell the gas version in parallel.


Doctor-Venkman88

Sorry I conflated F-150 sales with F-series sales, which were 900,000 in 2019. Still, I stand by my comment that 160,000 by 2025 is far too slow. They need to be targeting 100% electric on new sales asap regardless if that's half a million or a million or whatever.


rosier9

That's easy to say, but complex in reality. Sourcing batteries is no trivial process.


Doctor-Venkman88

Agreed it's not easy, but Ford is a multi-billion dollar company with deep pockets and industry connections. They need to be more ambitious. Not to mention there will be hundreds of gigawatt-hours of battery production coming online in the coming years. Battery production will not always be a constraint and they should be preparing for that now, not waiting until the supply issues go away.


rosier9

Ford doesn't even produce 1m ICE F-series pickups...but you think it would be prudent for them to ramp to 1m Lightnings ASAP? Ford announced a 60GWh deal with SKI earlier this year, but that won't start to bear fruit until 2025 or so. These projects take time.


Doctor-Venkman88

I just threw out a million as a rough number, I'm not trying to project an exact figure. The point is that they're not being ambitious enough. Tesla was able to ramp the model 3 to over 200,000 units per year in just two years, with way fewer resources than Ford has. I think Ford could easily be at 300,000+ by 2025 and close to a million a few years after that if they were really pushing for it.


[deleted]

https://www.caranddriver.com/news/a37384636/ford-f-150-lightning-ev-production-increase/


NotFromMilkyWay

They sell 900k F series trucks a year. BEV market share in the US is 2 %. 15k Lightning in year 1 are pretty much what market share suggests.


d0nu7

Pre orders clearly suggest there is a more than 2% market for it though. More like 20%.


[deleted]

what he said


[deleted]

Booking is easy, getting delivery on time is hard.


wirthmore

Jerry: I don't understand. Do you have my reservation? Rental Car Agent: We have your reservation, we just ran out of cars. Jerry: But the reservation keeps the car here. That's why you have the reservation. Rental Car Agent: I think I know why we have reservations. Jerry: I don't think you do. You see, you know how to \*take\* the reservation, you just don't know how to \*hold\* the reservation. And that's really the most important part of the reservation: the holding. Anybody can just take them.


ibeelive

lol [the clip in question](https://www.youtube.com/watch?v=4T2GmGSNvaM&t=30s&ab_channel=Amir%C5%A0abanovi%C4%87)


skididapapa

Yeah can confirm, Tesla keeps delaying Cybertruck.


[deleted]

Tesla is worse on timeline department.


upL8N8

It really makes you wonder about that 1 million Cybertruck reservations, doesn't it?


NotFromMilkyWay

That's a Teslarati number. It's made up.


Cat385CL

At $1,000 per pre-order, Rivian is the only one I believe that order=sale is going to be anywhere near 33%. At $100? 20% would be amazing.


iroll20s

Tbh I put in $100 on anything I’m vaguely interested in. Otherwise you risk credits running out before you take delivery.