Yeah I went into the App store to see if needed an update. I'm on iOS26, so that might have something to do with it.

The difference is tq at the wheels, Rick did the math for you but gearing and rpm make it effectively the same thing. With ICE you usually run out of RPM (or gears in the trans, which is why they keep adding more) on the top end when you increase gearing, but if GM's claims about more RPM out of the electric motor and efficient are true then you aren't giving anything up. I don't know if you ever built a drag car or race car, but you usually increase gear ratio in the rear until you're trapping at or close the rev limiter in top gear, which makes you faster but you sacrifice top end and especially highway manners if it's not an OD trans.. but it gets you off the line quicker and makes the car faster in the 1/4 or whatever you're doing. If there's more RPM available then there isn't much of a trade off.

Ford is making a big hoopla out of CE1 because its mass roll out plan for  BEV F150 is looking decidedly over blown. Nobody really knows if enough buyers will be interested in the new mid sized BEVs but really what else can Ford do?     Back  when Ford delayed the three row BEV the first time, that was to give Mache more production space and to give battery production capacity over to e-Transit.

Mine updated and is now black with with a white script Ford logo 

Yeah, they have to be looking at contingencies...

The plant where the fire happened may be closed down until early next year.  The F-150 sales crown is probably safe this year.  Next year too, unless something else happens.

There's also the KC (F150) plant and KTP (Super Duty) that it doesn't mention as decreasing production.  I think Expedition/Navigator were cut to keep the SD going.

Hopefully Ford will be able to source aluminum from another supplier. Even if it does require paying tariffs. That’s an incredible sales streak to risk for a short term production and profit issue. 

I'd imagine they'd cut anything else using aluminum and funnel it to F-series to prioritize holding that record before losing it, though.

Well, luckily as of Q3, they have a 66,101 unit lead over Silverado.  But yeah, this could potentially impact that if it lasts too long.       The article said half capacity until Oct. 27.....I don't know if that means after that they might be back to normal?  Or hopefully it doesn't mean that they'll have to cut further at that point.....