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> Every manufacturing nation on earth is ramping up on EV production...There won't be a single winner While true, it seems like Tesla has at least a decade hea

by grecy 5y ago

> Every manufacturing nation on earth is ramping up on EV production...There won't be a single winner While true, it seems like Tesla has at least a decade head start and can be the "winner" for at least that long. Ford are finally going "all in" with their electric F150 and it could finally be the "Tesla Killer". Ford are planning on these production numbers for the Electric F-150[1]: 2022: 15,000 2023: 55,000 2024: 80,000 I don't see how making 80,000 vehicles in a year 3 years from today is going to have any impact on a company already making a million vehicles this year, and will likely surpass 2 million next year. [1] https://www.electrive.com/2021/08/24/ford-doubles-f-150-lightning-production-numbers/ https://www.electrive.com/2021/08/24/ford-doubles-f-150-ligh...

decafninja 5y ago
While I understand the F-150 is the best selling vehicle in the US, it occupies a distinctly different market than Tesla's current vehicles. The Mustang Mach-E is the better comparison. Then there's the Cybertruck. Despite being a big Tesla fan, my opinion is that it's not going to appeal to the majority of traditional truck buyers. I'd be happy to be proven wrong.
- grecy 5y ago
  > The Mustang Mach-E is the better comparison. I agree. Ford are building only 50,000 of them in 2021, and their "best aiming high hope" is to build 175,000/year sometime in the future. [1] Again, I don't see how building 175,000 vehicles in some future year has meaningful impact on a company that built a million in 2021 and will push close to 2 million in 2022. Even when the "big car companies" want to go all-in electric, they can't. It takes a decade to scale up to what Tesla is doing, even for Ford. [1] https://cleantechnica.com/2021/08/23/exclusive-ford-mustang-mach-e-production-capacity-could-be-175000-a-year-maybe/ https://cleantechnica.com/2021/08/23/exclusive-ford-mustang-...

by grecy 5y ago

decafninja 5y ago

While I understand the F-150 is the best selling vehicle in the US, it occupies a distinctly different market than Tesla's current vehicles. The Mustang Mach-E is the better comparison. Then there's the Cybertruck. Despite being a big Tesla fan, my opinion is that it's not going to appeal to the majority of traditional truck buyers. I'd be happy to be proven wrong.

grecy 5y ago
> The Mustang Mach-E is the better comparison. I agree. Ford are building only 50,000 of them in 2021, and their "best aiming high hope" is to build 175,000/year sometime in the future. [1] Again, I don't see how building 175,000 vehicles in some future year has meaningful impact on a company that built a million in 2021 and will push close to 2 million in 2022. Even when the "big car companies" want to go all-in electric, they can't. It takes a decade to scale up to what Tesla is doing, even for Ford. [1] https://cleantechnica.com/2021/08/23/exclusive-ford-mustang-mach-e-production-capacity-could-be-175000-a-year-maybe/ https://cleantechnica.com/2021/08/23/exclusive-ford-mustang-...