Sunday, December 10, 2023

Deep Dive -- F-150 Lightning Sales -- December 10, 2023

Locator: 46270EVS.

Before we get started, EV charging times for Chevy Bolt, the #1 non-luxury EV vehicle in North America:

  • driving range: 260 miles
  • 120 volt, typical US outlet: 4 miles per one hour of charging -- overnight charging 40 miles range
  • 240 volt, typical US utility outlet: 40 miles per one hour of charging; overnight charging -- full charge -- 260 miles driving range;
  • commercial fast charging: 100 miles in 30 minutes

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Sales

The supply chain problems are resolved except in some sectors, notably batteries.

The Verge 2022 F-150 Lightning review: link here.

  • one of the best reviews I've seen
  • dated August 16, 2022
  • The Verge: huge audience; incredible review; how many comments? Zero. Speaks volumes.
  • the biggest problem: impossible to buy
  • did this get any exposure? I don't recall Phil LeBeaux, CNBC, doing a story on this:

So, I was curious, a year later, how has the F-150 Lightning done?

But look at all the headlines:

  • Inside EVs, November 2, 2023: Ford F-150-Lighhtning US sales hit new record -- 3,712
  • Yahoo!Finance, October 16, 2023: Ford cutting F-150 Lightning factory shift is "emblematic...."
  • Teslarati, July 7, 2023: Ford F-150 Lightning sales up over 100% in 2Q23 -- 4,466
  • wikipedia:
    • 3Q22: 6,466
    • 2022, full calendar year: ca. 2000
    • 1Q23: 7,085
    • 2Q23: 4,466
    • 3Q23: 3,503

And then this, which, I guess, I had forgotten about.


So, I guess, one year later: still impossible to buy.

But, then this, earlier in the year, from Detroit News: Ford on track to produce 150,000 units, according to Ford: