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    Ford F-150 Lightning Electric Truck Doubles Production goals from 2022 to 2025 when the Second Generation will come out.

      According to sources via Reuters news services, Ford has doubled production goals for the F-150 Lighting electric truck for 2022 to 2025 due to strong demand.

    According to Reuters, strong demand has already made Ford increase production again ahead of the 2022 launch. Ford plans to increase spending an additional $850 million to meet the new targets according to people familiar with the plan inside Ford and at their suppliers.

    Ford initially had very simple easy goal of less than 5,000 trucks initially for the production launch in 2022, but by the approach of the truck reveal they had upped it to 7,500. Since then with the strong 150,000 customer reserves on top of production orders by Ford Dealers, Ford has again upped production. This time Ford has doubled production estimates all the way through 2025 when the generation two F-150 Lighting comes out.

    Ford production plans now stand as follows:

    • 2022 - 15,000
    • 2023 - 55,000
    • 2025 - 160,000

    Share of Ford rose 1.3% today on this news as investors are very positive about big growth for Ford as they move over to electric auto's. Ford officials have confirmed that they are pleasantly surprised by the early demand for the Ford Lighting electric truck.

    While various Industry observers have questioned if consumers will give up their gas-powered pickups for electric, commercial customers are looking to reduce their carbon footprint with trucks and vans and have been a huge source of interest and pre-purchases.

    Ford has not stated how many commercial reservations they have only focusing on retail customer reservations, but the constant increase in production numbers would imply a rather large push to change over from gas/diesel to electric.

     

    EXCLUSIVE Ford doubles Lightning production target on strong pre-launch demand -sources | Reuters

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    Exciting to see that Ford has started Pre-Production of the F-150 Lightning pickup truck and the pictures show they have moved along fast in auto production mode at the new factory. They are also increasing investment due to orders of an additional $250 million dollars.

    Ford F-150 Lightning electric trucks already produced, first deliveries still due for spring 2022 (greencarreports.com)

    image.pngimage.pngimage.png

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    Ford has released an update on the F-150 Lightning electric pickup truck production.

    Originally Ford had this schedule:

    Ford production plans now stand as follows:

    • 2022 - 15,000
    • 2023 - 55,000
    • 2025 - 160,000

    Ford now expects to move to 80,000 trucks produced per year from the start due to overwhelming demand from both commercial and retail customers.

    Ford Begins Pre-Production of All-Electric F-150 Lightning Truck, Boosts Investment, Adds Jobs in Michigan | Ford Media Center

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    Seems Suppliers are announcing their long term contract wins to supply Ford with parts for the F-150 Lighting electric truck. Constellium already supplies major parts for the F-150 and Super Duty line.

    Constellium to supply aluminium structural components for the new all-electric Ford F-150 Lightning | Constellium

    According to the press release Constellium will supply the following items:

    Quote: Constellium-supplied structural components for the F-150 Lightning include the windshield header, rocker, radiator support, and others.

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    WOW, Seems Ford is now expecting to produce 600,000 EVs a year by the end of 2023. The only thing keeping them from producing more is battery production. Ford is speeding up the process to increase battery production, but this will still take time and not see any noticeable big increase till 2024.

    To quote Jim Farley, CEO of Ford, Demand for EVs is 2 to 3 times what we expected. We are on track to build 600,000 EVs per year by the end of 2023 and we should be tripling it, but we can't.

    Subscription required - FORD'S JIM FARLEY: EV plan 'exactly what we need' | Automotive News (autonews.com)

    Ford Developing All-New EV On All-New Full-Size Pickup Platform (insideevs.com)

     

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    10 hours ago, balthazar said:

    Ford has missed it's 2019, 2020, and 2021 EV production marks by huge margins.
    We'll have to see how far short of 600K they fall, come 2023.

    Only like 570,000 more to go! 

    What else is even coming out before then other than the Lightning? 

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    1 hour ago, ccap41 said:

    Only like 570,000 more to go! 

    What else is even coming out before then other than the Lightning? 

    Only the GT version of the Mach-E I think...or is that already out?  I haven't heard of any more US Ford EVs coming before the Lightning...

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    17 minutes ago, Robert Hall said:

    Only the GT version of the Mach-E I think...or is that already out?  I haven't heard of any more US Ford EVs coming before the Lightning...

    Transit-E goes into production before the Lighting according to the Automotive news story.

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    The cargo van segment is massively overpriced- the profit margin on an IC Transit starting @ $43K has to be over $15K. In a very atypical scenario; the BE Transit-E is within 2 grand of the IC version. Actual price parity, instead of the average $19K premium the typical BE costs over IC, for a change.

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    1 hour ago, Robert Hall said:

    Only the GT version of the Mach-E I think...or is that already out?  I haven't heard of any more US Ford EVs coming before the Lightning...

    Yeah, the GT is out already. 

    I would think they'd need at least 3 EVs + the Lightning to bridge the gap to 600k vehicles, at least. One of them would need to be Escape-sized and Escape-priced. 

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    Here finally is a direct comparison: an established brand with a long-running consumer base (F-Series), offering a parallel BE model to an existing IC model.

    Current 2021 IC F-150 starting MSRPs:
    XL : $29,290
    XLT : $35,400
    Lariat : $45,045
    Platinum : $58,795

    [I omitted other trims not paralleled in the Lightning series at this time.] 

    And; ouch. Lariat jumps from $45K to $67K, an increase of TWENTY-TWO THOUSAND.

    So much for 'less complicated = cheaper'. If Ford can't leverage costs at their volume to even match pricing, who can? And IF it can, how many years would that take?

    Edited by balthazar
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    20 minutes ago, Robert Hall said:

    So about a 50% premium for Lightning at comparable trim levels.

    We've already gone into detail about the specs of the new Lightning, and on paper it looks like Ford's electric truck rivals its internal combustion engine-powered siblings. But what about when it comes down to dollars and cents? Well, when specced similarly to the Lightning (in a crew cab configuration with a 5.5-foot-long bed and 4WD), the base F-150 starts at $42,500 and the XLT comes in at $46,145.

    That puts the base trucks within $831 of each other but leaves a sizable gap between the conventional and Lightning XLT trims—$8,524, in fact. It also puts it within spitting distance of the base Chevy Silverado, which will run you $42,710 when specified the same way. As for the Ram 1500, a Tradesman (i.e. an absolute basement spec 1500) starts at $37,990.

    In both the XL and XLT ICE-powered Fords, the base powertrain is a 3.3-liter V-6 with 290 horsepower and 265 lb-ft of torque. A number of powertrains are optional on the standard F-150, but some require different trim levels to be selected, and all of them add to the truck's base price. If you stick with the base powertrain, its horsepower and torque figures pale in comparison to what Ford says it's targeting with the Lightning: a monstrous 563 horsepower and 775 lb-ft of torque out of the Lightning's dual electric motors when equipped with the extended-range battery. Ford also says it hopes to get 300 miles on a single charge out of the bigger power pack. Standard batteries have a target range of 230 miles and horsepower drops to 426.

     

    Like the ICE trucks, a massive infotainment display (a portrait-oriented one instead of landscape, in this case), over-the-air updates, and a fully digitized instrument cluster can be had on the Lightning. Their interiors look mostly the same, too. Which means the Lightning should work and feel like a truck—which it will need to in order to succeed.

    The higher-priced Lightning Lariat and Platinum models boast higher base prices than their gas-fed siblings, but peering closer at the equipment each one brings reveals that they're akin to fully loaded conventional equivalents. And, in case anyone needed reminding, even gas-fed full-size pickups can easily crack into the $70,000-$90,000 space, so the Lightning Lariat and Platinum pricing shouldn't be exactly shocking to anyone.

    Edited by ccap41
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    53 minutes ago, balthazar said:

     

    Here finally is a direct comparison: an established brand with a long-running consumer base (F-Series), offering a parallel BE model to an existing IC model.

    Current 2021 IC F-150 starting MSRPs:
    XL : $29,290
    XLT : $35,400
    Lariat : $45,045
    Platinum : $58,795

    [I omitted other trims not paralleled in the Lightning series at this time.] 

    And; ouch. Lariat jumps from $45K to $67K, an increase of TWENTY-TWO THOUSAND.

    So much for 'less complicated = cheaper'. If Ford can't leverage costs at their volume to even match pricing, who can? And IF it can, how many years would that take?

    So, you are using the SMK method here (comparing apples to oranges). As ccap pointed out, those trim levels are not equal in equipment offered and I am a little shocked that you dint delve in to that very fact before posting your little comparison. I guess you were just in a hurry to say "gotcha" when you didn't present all the facts to support the Gotcha.  

    Edited by surreal1272
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    31 minutes ago, ccap41 said:

    And, in case anyone needed reminding, even gas-fed full-size pickups can easily crack into the $70,000-$90,000 space, so the Lightning Lariat and Platinum pricing shouldn't be exactly shocking to anyone.

    Because; everyone buys fully-loaded vehicles.

    3 minutes ago, surreal1272 said:

    As ccap pointed out, those trim levels are not equal in equipment offered

    Are they $22,000 better equipped?
    Wait; more, because 'electric powertrains are cheaper to manufacture'.

    And an F-150 Lariat crew cab gas engine is not an 'apple' to an F-150 Lariat crew cab EV 'orange', sorry.  

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    8 minutes ago, balthazar said:

    Because; everyone buys fully-loaded vehicles.

    Did you forget they sell an XL and XLT? 

    12 minutes ago, surreal1272 said:

    As ccap pointed out, those trim levels are not equal in equipment offered and I am a little shocked that you dint delve in to that very fact before posting your little comparison. I guess you were just in a hurry to say "gotcha" when you didn't present all the facts to support the Gotcha.  

    Not when it's an anti-EV movement... I wasn't shocked. 🤣

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    17 minutes ago, balthazar said:

    Are they $22,000 better equipped?
    Wait; more, because 'electric powertrains are cheaper to manufacture'.

    Where are you getting $22,000 from? 

    $39,974 - $29,290 = $22,000?

    Also, you know damn well almost every F150/1500 on the road is a super crew and 4WD. 

    17 minutes ago, balthazar said:

    And an F-150 Lariat crew cab gas engine is not an 'apple' to an F-150 Lariat crew cab EV 'orange', sorry.

    You also know damn well that every trim package that isn't the top of the line still has packages and options within them.

    Hence the:

    "The higher-priced Lightning Lariat and Platinum models boast higher base prices than their gas-fed siblings, but peering closer at the equipment each one brings reveals that they're akin to fully loaded conventional equivalents."

    Edited by ccap41
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    The 50% premium I came up with was comparing ICE XLT to Lightning XLT,  ICE Lariat to Lightning Lariat, ICE Platinum to Lightning Platinum---assuming the numbers @balthazarposted were real.  (Edit: apparently not realistic numbers)  Seemed a realistic comparison.

    So beyond the powertrain differences, are there other content differences between the equivalent ICE trim and Lightning trim levels that account for the price difference?   I know the F-series has loads of options available in each trim level. 

    Edited by Robert Hall
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    47 minutes ago, Robert Hall said:

    The 50% premium I came up with was comparing ICE XLT to Lightning XLT,  ICE Lariat to Lightning Lariat, ICE Platinum to Lightning Platinum---assuming the numbers @balthazarposted were real.   Seemed a realistic comparison.

    So beyond the powertrain differences, are there other content differences between the equivalent ICE trim and Lightning trim levels that account for the price difference?   I know the F-series has loads of options available in each trim level. 

    The XL and XLT Lightnings only come in super crew cab and 4WD and when compared to those starting points, they're nowhere near 50% more expensive. The XL Lightning is ~$2000 more then the XL super crew 4WD ICE and the XLT Lightning is $8,524 more, per the above information.

    The Lariat and Platinum trims are pretty much coming fully loaded per their respective trims, per the above information. 

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    So the numbers posted were not realistic... Need prices for ICE XLT, Lariat and Platinum in super cab 4WD config for more realistic comparison.  So the numbers Balthy posted aren't realistic for comparison.    

    Edited by Robert Hall
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    4 minutes ago, Robert Hall said:

    So the numbers posted were not realistic... Need prices for ICE XLT, Lariat and Platinum in super cab 4WD config for more realistic comparison.  So the numbers Balthy posted aren't realistic for comparison.    

    Correct, That's why MT posted that article.

    But he is correct that the cheapest F150/1500 is still over $10,000 cheaper but those are single cab 2WD. So choose your comparison stick, I guess.

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