rperez817

silvrsvt is correct. REVC was shutdown for a significant portion of Q3; it resumed production of F-150 Lightning in August 2023. While demand continues to exceed supply for these trucks, the capacity expansion and associated production ramp up going on now will address the low stock issue in Q4 and into next year. Indeed, Ford mentioned in the Q3 sales release "F-150 Lightning is expected to produce sales increases in Q4, as capacity actions at the Rouge Electric Vehicle Center are realized".

My fault! Thanks for catching that Rick73, you are correct. I meant to say 3rd quarter in that post but wrote September 2023. I've edited that post accordingly.

Interestingly, Ford does much better in owner loyalty (they've been either the #1 or #2 brand for many years) than in conquesting customers from other brands (where they are the lowest among all brands).

That's correct bzcat. In August, Ford experienced both a stop sale due to the camera recall and a separate parts shortage involving wiring harnesses. The impact of those 2 issues apparently extended into September. Stop Build Issued For Certain 2023 Ford Explorer SUVs (fordauthority.com)

As expected, the impact of CSAP capacity expansion earlier in 2023 is evident in Mustang Mach-E sales resuming rapid growth last month. In Q3 2023, Mach-E outsold regular Mustang by 50%. By comparison, 1 year prior Mach-E and regular Mustang sales numbers were almost the same. In Q4, similar trends should apply to F-150 Lightning, per Ford's statement in the sales release.

Hi T-dubz, Motor Trend was apparently thinking the same thing when it wrote an article today about F-150 Lightning Flash, and contacted Ford for an answer to that question. No official response from Ford yet. 2024 Ford F-150 Lightning Flash First Look: More Truck, Less Cash (motortrend.com)

Thank you ice-capades for being so gracious in sharing these guides from your sources with Blue Oval Forums members. We all appreciate it!

Added regulations pertaining to automotive fuel efficiency, pollution control, and safety also have numerous benefits, including cost savings to consumers. Consumer Reports did a study last year that determined that "after adjusting for inflation, vehicle prices didn’t increase during the time period studied—model years 2003 through 2021—even as average fuel economy increased 30 percent and proven lifesaving safety technologies became common features." Vehicle Price Trends Draft (consumerreports.org)

Good points T-dubz, that makes sense. Once ice-capades is able to post the 2024 F-150 Lightning order guides to this site, we'll know for sure.

Rivian R1T And R1S Max Battery Pack With 410-Mile Range Now Available | CarBuzz Highlights. Rivian's Max battery pack option costs $16,000, or $10,000 more than the Large battery pack The Max battery pack can provide up to 410 miles of go juice, though that differs depending on the model, drive system, wheel size, and package included Rivian is expected to start deliveries of R1T and R1S with Max battery packs next year

MY 2023 F-150 Lightning Lariat is $70k for the standard range version, $77.5k for the extended range version. MY 2023 F-150 Lightning XLT is $55k for standard range version, $70k for extended range version. As such, MY 2024 pricing is stable in comparison to MY 2023 for F-150 Lightning.

The automotive industry. The letters from AAPC and AAI represent the usual pushback from legacy automaker lobbyists, as Aaron Robinson of Car and Driver described below. Regulatory agencies globally need to stay firm in their commitment to standards such as EPA's proposed GHG emission limits, NHTSA's proposed CAFE standards for 2027-2031 MY vehicles, and European Commission's proposed Euro 7 standards, for example.

GM demonstrated solid sales growth in Q3 and YTD, up 21% and 19% YoY respectively. GM BEV are doing especially well, up 134% YTD. U.S. Q3 Sales: Trucks, New SUVs Drive Sales and Share Gains | General Motors Company (gm.com)

The headline title of the Reuters article linked in the original post has the phrase "industry group letter" after "GM, Stellantis face $9.5 bln in US fuel economy fines". It is not misleading.

Musk's concern is that some legacy automakers are going to face bankruptcy if they don't pick up the pace of transitioning to BEV (and AV as well), though he didn't mention specific company names.

Does Farley have plans to meet with UAW leaders for bargaining sometime soon?

But it is clever marketing, and has the potential to make an already excellent product even more appealing.

This brings up the issue of "what customers really want" versus "what customers really need". Some people who drive pickup trucks really need the capabilities of that vehicle type. Transitioning those customers from an ICE powered F-150 to F-150 Lightning for example will make a dramatic difference. Particularly low- and middle-income gasoline "superusers" that use their pickup truck for both work and for personal use and devote a large portion of their incomes to vehicle fueling and maintenance.

Yesterday, NHTSA expanded its investigation of catastrophic engine failures involving 2.7L and 3.0L engines in Bronco, Edge, Explorer, F-150, Aviator, and Nautilus. This affects nearly 709,000 vehicles. INOA-EA23002-10790.pdf (nhtsa.gov)

Fixed.

10 years from now is 2033. Ford's target for an all electric vehicle lineup in "leading markets" is 2035. While there is a possibility that Ford still sells ICE vehicles new in 2033, at the rate things are going, it's quite likely that Ford will fully transition to all electric by 2033.

Last year Jim Farley mentioned that those 2 factors weren't holding back growth of BEV, quite the opposite actually. Ford CEO Jim Farley Says EV Transition Occurring Faster Than Expected (fordauthority.com) That still holds true nowadays. It wouldn't be surprising if Ford's yearly run rate targets of 600,000 BEV next year and 2,000,000 by 2026 are increased further.

That's great news, Ford and ORNL have worked together on R&D projects for many years. Hopefully Ford will quickly be able to make use of battery related technologies developed at ORNL like the new electrolyte formulation and ideally target UAW, Unifor, and CTM represented battery plants in North America first for commercial production of these new technologies. Here is the ORNL press release about the new electrolyte. Charging ahead: New electrolyte goes extra mile for faster EV charging | ORNL

Definition of exponential growth. Rick73 is correct, exponential growth isn't a synonym for rapid growth. Initially, exponential growth is surpassed by linear, squared, or cubic growth for example. But over time, exponential growth catches up and exceeds the other growth functions noted. An example of exponential growth is shown by the function highlighted in green below. Growth of BEV market globally is exponential nowadays, as mentioned earlier. In the largest markets (U.S., Europe, and China), BEV sales reached the tipping point for mass adoption at least a couple years ago. For a better gauge of BEV market growth, look at sales trends over a longer period of time, say the past 5 to 10 years, and across the entire industry. The YoY sales figures for August 2023 vs. August 2022 example for Ford alone, can be misleading due to non-recurring factors. In particular, production of Ford's 2 most popular BEV (F-150 Lightning and Mustang Mach-E) was curtailed in the early to mid part of 2023 due to plant expansions and related work during that timeframe. Growth of Ford BEV sales should accelerate in Q3 and Q4 of this year, and even further in the years to come as BlueOvalCity and other greenfield facilities focused on BEV commence operations.

At this point, it's a "when" question not an "if". Hopefully Ford and UAW can work out a plan to ensure that Ford's new HV battery plants are staffed in a manner beneficial to both parties.