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SmokingtheMeats

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Ford just announced they have secured 100% annual battery capacity to produce a run rate of 150k Lightnings by late 2023. This is big news for the amount of reservations remaining.


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RickLightning

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lancersrock

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Actually, it would be a setback for the Lightning. 150,000 run rate was supposed to be mid-2023.

One of many stories - https://electrek.co/2022/01/04/ford...-per-year-by-2023-600k-bevs-annually-by-2024/
I think Farley is saying they have the batteries figured out to compete that many by the end of 23 so that would mean they're on track to keep ramping up and sell 150k by the end of the year. Just remember we don't know the percentage of commercial sales so possibly a longer wait still....
 

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Not what thread title says. Title changed.

They will not sell 150,000 by year end. Nor will they produce 150,000 by year end. A run rate by mid year means that the 2nd half of the year will result in 75,000 (150,000/2). Can't possibly produce 150,000 in the year, nor sell them.

Battery supplies were already secured for most, if not all, of what is listed there. Perhaps the unknown Europe SUV is the only new news, if any.
 
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Tony Burgh

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Maybe Ford will only produce 5 trucks from 1/1 until 12/30 then produce 420 on 12/31. That makes their statement true, 150,000/yr run rate in 2023.
 

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Thread title changed to "Production Rate".
 

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nor sell them.
What planet are YOU on? Ford had to stop taking reservations at 200,000 because the lead times were getting too long. The F150 is the best selling vehicle model in the USA with over 700,000 units sold per year and that’s not going stop even when all the new F150s are electric.
 

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What planet are YOU on? Ford had to stop taking reservations at 200,000 because the lead times were getting too long. The F150 is the best selling vehicle model in the USA with over 700,000 units sold per year and that’s not going stop even when all the new F150s are electric.
I believe he meant "deliver" vs sell. Ford will sell every Lightning it can deliver(and then some). Yes the rate means they could deliver way less than 150k in 2023, but that also means they are taking steps to ramp production as quickly as possible...
 

sotek2345

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They aren’t going to sell 150k/yr if the cheapest extended range battery model is $75k+. If they make a Pro ER available to retail customers for $50k then, yeah, they’ll sell 150k/yr. I don’t believe they’ll do that.
 

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sotek2345

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They aren’t going to sell 150k/yr if the cheapest extended range battery model is $75k+. If they make a Pro ER available to retail customers for $50k then, yeah, they’ll sell 150k/yr. I don’t believe they’ll do that.
Not sure I agree with that - I suspect the demand is there for at least a few years at whatever trim Ford wants to build. Even if only the top 20% (income )of people can afford them - that is still ~80 million potential customers between the US and Canada.
 

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They aren’t going to sell 150k/yr if the cheapest extended range battery model is $75k+. If they make a Pro ER available to retail customers for $50k then, yeah, they’ll sell 150k/yr. I don’t believe they’ll do that.
I disagree..they'll sell every one of those $75k pickups they can produce. Ford sells 900k F150s a year. The Lightning is only ~$10k more than the hybrid right now and except for long distance towing is a much more substantial truck. That 10K difference will probably come down, but even if it doesn't you can make that much up in gas costs in a few years(depending upon miles).

Except for the long distance tow people-- I think *most* f150 buyers have got to at least consider a Lightning. *If* they get people to test drive it they will have many people switching over who would normally buy an ICE f150.
 
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greenne

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Not sure I agree with that - I suspect the demand is there for at least a few years at whatever trim Ford wants to build. Even if only the top 20% (income )of people can afford them - that is still ~80 million potential customers between the US and Canada.

I bet Ford could sell 150k in fleet sales alone...
 

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What planet are YOU on? Ford had to stop taking reservations at 200,000 because the lead times were getting too long. The F150 is the best selling vehicle model in the USA with over 700,000 units sold per year and that’s not going stop even when all the new F150s are electric.
They cannot produce enough 2023s to sell 150,000 of them.


I believe he meant "deliver" vs sell. Ford will sell every Lightning it can deliver(and then some). Yes the rate means they could deliver way less than 150k in 2023, but that also means they are taking steps to ramp production as quickly as possible...
Correct. Hitting a run rate of 150,000 in mid-year means that at most, the 2nd half of the year can produce 75,000. The first half of the year can't produce that number. The total for 2022 will be under 20,000 produced. Simple math says that maybe they will make 80 - 100,000 of the 2023 model year, maybe a tad more.

Of course what they produce isn't delivered for weeks, or months.
 
 





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