It’s a big number, but that is likely only ~2,000 trucks at $100k a piece. If 2000 trucks are causing burden, then they likely have bigger issues internally. Perhaps they need to pause production or slow down the line.
What is the typical inventory level for F-Series? I imagine Ford has a few thousand Lightnings in stock/transit but it is definitely more palatable to general consumer.
Has anyone here actually driven a CT? It’s a strange vehicle even from the inside. It doesn’t feel polished or ready, even compared to its siblings in the Y/3. I had one on “reservation” before I checked it out in person… glad I ultimately bought a Lightning last fall.
The fears of the grid being overwhelmed, even in the medium term, are overblown. There are multiple methods to deal with peak demand. Most EV charging will happen during non-peak ( after 8pm) hours. Power utilities are implementing mini grid controls to buy power directly from users
solar panels and batteries and sell it to other customers on the same substations. This limits the biggest concern of high voltage lines being overwhelmed. Reality is most people drive under 50 miles a day, so most won’t need to fully charge that 100 kW battery daily. Once to twice a week.
The larger short term concern is with data centers. These facilities use immense amounts of energy every day… Though even they are installing megawatts of battery storage onsite. They fill them up overnight when power is cheap and demand low, then discharge during the day when power costs more. I have worked on new data facilities that are 250-300 megawatts. These will only get larger with AI and other technology demands in the future.
Guess who one of the major players in large battery pack systems for building energy storage is… Tesla… and they have a multiple year backlog of projects and clients.
I wouldn’t be surprised to see them pivot to focus more on energy rather than automotive at some point.
I wonder if the new president will be in favor of electrifying the lineup. If I remember correctly, Lincoln had decided EVs were a no-go for now.
Cadillac is supposedly phasing out their ICE models save for the Escalade. I could see Lincoln trying to match that, or taking pride in having a full ICE/hybrid lineup.