None of this amounts to much while Ford's ability to produce EVs remains low. Ford sells about a million ICE trucks per year in the US, but they're only plannin

None of this amounts to much while Ford's ability to produce EVs remains low. Ford sells about a million ICE trucks per year in the US, but they're only planning about 150k total F-150s Lightning through mid-2023, and the waiting list is multiple years long. (For comparison, Tesla now sells 100k EVs per month.) What's the bottleneck with Ford building electric powertrains? Is it still the semiconductor shortage? Batteries? Production tooling?