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All Electric Ford F-150 Lightning to be revealed on May 19 at 930 pm ET

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1 hour ago, rperez817 said:

2 competitors for F-150 Lightning have now gone away, at least in the short term.

 

  1. Tesla Cybertruck, see jasonj80's thread. Tesla Cyber Truck Cancelled / Postponed indefinity - Competing Products - Blue Oval Forums
  2. Bollinger B2. Bollinger Suspends Plans for Electric B1 SUV and B2 Pickup (caranddriver.com)

 

Not a surprise. Truck buyers are not as receptive to new brands as car and SUV buyers. The significant portion of sales to fleet buyers also cuts against the new entrants since fleet almost never want something untested. 

 

And if you can't get fleet buy in, it's almost impossible to compete in the truck and van business (see Nissan...)

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15 minutes ago, bzcat said:

 

Not a surprise. Truck buyers are not as receptive to new brands as car and SUV buyers. The significant portion of sales to fleet buyers also cuts against the new entrants since fleet almost never want something untested. 

 

And if you can't get fleet buy in, it's almost impossible to compete in the truck and van business (see Nissan...)

fleet almost never want something untested.  Unless youre Amazon...ala Rivian….don't get me started on the EV Semis that supposedly had massive orders 

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1 hour ago, Deanh said:

fleet almost never want something untested.  Unless youre Amazon...ala Rivian….don't get me started on the EV Semis that supposedly had massive orders 

 

Amazon has ordered way more vans from Ford, Stellantis, and Daimler on a worldwide basis than they did with Rivian, including EV ones. Ford has an order from Amazon on eTransit for delivery in both US and Europe for example. Amazon's investment in Rivian is more philosophical... Amazon is all about vertical integration. Hence why they started their own delivery service instead of relying on UPS or FedEx. They even went as far as buying their own cargo planes creating their own airline - although they retreated once they realize they can't hire enough pilots (Amazon Air currently has about 100 airplanes contracted out and operated by about a dozen different cargo airlines). Bezos would probably prefer to build his own airplane too if the cost wasn't so stupefying crazy expensive. 

Edited by bzcat

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I’m glad that Ford started of its EV revolution with E Transit, Lightning and Mach E, there’s a good mix of retail and fleet buyers there. It’s a massive undertaking to embrace EVs and bring in new customers as well as keeping existing ICE customers interested. Maybe that will be why things like growth in electric fleet customers may be harder for us to notice unless Ford breaks that out.

 

While Ford is no doubt working on electrifying it’s Super Duty trucks, I wonder if that grows from or is an extension of a gasoline hybrid that takes advantage of speed variability in more constantly loaded trucks. Whatever is planned, it will have to make financial sense for fleet buyers to even consider.

Edited by jpd80

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6 hours ago, bzcat said:

 

Amazon has ordered way more vans from Ford, Stellantis, and Daimler on a worldwide basis than they did with Rivian, including EV ones. Ford has an order from Amazon on eTransit for delivery in both US and Europe for example. Amazon's investment in Rivian is more philosophical... Amazon is all about vertical integration. Hence why they started their own delivery service instead of relying on UPS or FedEx. They even went as far as buying their own cargo planes creating their own airline - although they retreated once they realize they can't hire enough pilots (Amazon Air currently has about 100 airplanes contracted out and operated by about a dozen different cargo airlines). Bezos would probably prefer to build his own airplane too if the cost wasn't so stupefying crazy expensive. 

Missed the point....The operative word was "UNTESTED".....and its a double whammy...its not ;like Rivian has an established track record....rolling dice there IMO, and I think they like the publicity generated , especially given the "green" rhetoric getting all the publicity....

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