The biggest tell is that Ford is prepared to pause Lightning production  and give the aluminium bodies over to other F Series production.   I feel for Ford, things are really piling up on them, aluminum, chips, and a major course correction with BEVs.   Is is any wonder that Ford constantly tears up and redoes it plans.. Mind you, when a corporate goes all in on a production path, there can be serious ramifications if they need to suddenly switch. I hope Ford comes up with a beautiful Segway to hybrids and EREVs.

We all knew at some point Ford will start having capacity utilization issues. 

Cancel BOC and do what then with an empty multi billion dollar massive factory?? 

Louisville is being gutted and totally rebuilt.  

No matter how impressive CE1 may be. It doesn't mean that Ford is pursuing a "Flexible/responsive" Product Development and manufacturing strategy. The fact that CE1 is launching with a revolutionary manufacturing Concept in an existing factory and not a new factory speaks volumes to the need for BOC. Looking at BEV demand and Ford's manufacturing footprint. The BOC should be canceled, and Future investments should focus on improving the flexibility and productivity of existing factories. IMO 

How do you know how profitable or non-profitable any vehicle Ford makes is or isn't? The fact that the competition seems to be capable of doing Things that Ford can't should be a major concern and point to issues within the company. 

Approximately  700 workers were relocated from the REVC plant to other facilities, while another 700 were laid off or took early retirement following job cuts announced in January 2024.   I think we’re arguing the same thing from different ends… Ford couldn’t use all the capacity available for Lightning, let alone the massive plant they are building in Kentucky   Insiders are saying that there will be some rather large write downs next year, Ford needs the deductions now to maximise income in what will be a difficult year.   LOL autocorrect keeps changing Ford to Fird…..

No, its because it is unprofitable and sells in very low numbers even with Ford subsidizing it and the federal government subsidizing it (until recently).

Its a start, but it doesn't quite meet the criteria I set out.  It needs to look more like an CUV/SUV, even though I do like the Mach E and wouldn't mind getting one, one day. I'm not gonna need a new car for a while, I still haven't even cracked 30K on my Bronco yet and it will be 4 years old next May! The other issue is the battery range and cost. I think the CE1 will hit those two metrics better. 

Once again, REVC only added 300 jobs to DTP/River Rouge complex Its part of DTP     DTP can make about 300K units a year, so I'm sure that