F 150 lightning launch event 4-26

[John K]

https://www.theverge.com/2022/4/13/23023664/ford-f-150-lightning-ev-launch-date-event

Glad to see progression

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[BillyGee]

I'm glad they're coming off the line. I hope the 47 people that get their trucks this quarter enjoy them.

 

[electricAK]

Perhaps Elon will just ignore the Ford fiasco and keep on keeping on. OR, perhaps he will respond by RELEASING THE PRODUCTION SPECS, PRODUCTION DATE, AND PRICING for the CYBERTRUCK on the same day Ford starts delivering vehicles. 4/26. That would be a great response.

https://www.bloomberg.com/news/feat...c&utm_content=businessweek&utm_source=twitter

 

[charliemagpie]

Its Bloomberg

 

[CyberGus]

You know why Ford is going to lose?

Because they decided to troll Elon with this announcement, but they didn't target 4/20

 

[Crissa]

Their fancy sub-brand is launching on 4/20.

-Crissa

 

[Dusty]

I love reading the comments where the argument for Ford's success is, "They already announced they're going to build 150,000 in the first year. The Cybertruck won't even be out by then...".

They say Tesla fan-boys are drinking the Kool-Aid while they have a ring of fruit punch around their lips. Just because Ford says they're going to produce 150k doesn't mean it's going to happen. Ford has demonstrated ZERO ability of being able to produce even 75k EVs a year. How in the hell are they going to magically produce more double that (or more) with the F150Ltn? Unless I'm mistaken, the MachE was first delivered in December of 2020 and their production is a fraction of where the MY was by this point.

It's not about being a fan. It's about not giving a legacy automaker the benefit of the doubt because they simply don't deserve it. Tesla may deliver late, but when they do the cars are launching from the factory like a firehose by the 3rd Q. 7k-8k F150s per quarter (at BEST) may as well not be called production.

 

[SolarWizard]

I'm glad they're coming off the line. I hope the 47 people that get their trucks this quarter enjoy them.

Ford already has hundreds piled up in their aux lot. Their are pics on ElonTwit

 

[BillyGee]

Ford already has hundreds piled up in their aux lot. Their are pics on ElonTwit

Wasnt that the normal f150s that were missing circuit boards?

 

[Crissa]

I love reading the comments where the argument for Ford's success is, "They already announced they're going to build 150,000 in the first year. The Cybertruck won't even be out by then...".

They said they'd deliver 160k in 2025. This year they plan for 15-40K, and then 40-80K in 2023-2024. And that's after they 'doubled' their targets.
https://electrek.co/2022/01/04/ford...-per-year-by-2023-600k-bevs-annually-by-2024/

So yeah, Tesla won't even have to match the Model 3 ramp to beat Ford's output.

-Crissa

 

[Ogre]

They said they'd deliver 160k in 2025. This year they plan for 15-40K, and then 40-80K in 2023-2024. And that's after they 'doubled' their targets.
https://electrek.co/2022/01/04/ford...-per-year-by-2023-600k-bevs-annually-by-2024/

So yeah, Tesla won't even have to match the Model 3 ramp to beat Ford's output.

-Crissa

Today Ford upped their goal to 150,000 in 2023.

How they are going to source cells for that many trucks is beyond me. That’s 20-30 GWh (Jigawatt hours) right? How do you pull that kind of capacity out of a hat? (Forgive my quick math if it’s off)

EDIT: (Oops just noticed the date on your post)

 

[charliemagpie]

It will be interesting to watch their ramp with no margin on one end, and their slide with little margin on the other.

At a time when parts income will start to weaken.

I'd hate to be working there stressing out over things you can't control.

 

[Crissa]

It will be interesting to watch their ramp with no margin on one end, and their slide with little margin on the other.

At a time when parts income will start to weaken.

I'd hate to be working there stressing out over things you can't control.

The faster they do it, the less time the market has to tell them they're doomed, doomed, doomed ala Netflix.

-Crissa

 

[TruckElectric]

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