Ford says it has delivered the F-150 Lightning electric truck — which will be completely sold out in the U.S. by 2022 — to customers in all 50 states, including Alaska and Hawaii.
It’s a nice, if not really important, milestone and kudos to Ford as it looks to ramp up production and deliveries of its flagship electric vehicle. And it all happened in the span of two months, which Ford considers “lightning fast.”
Ford is counting on its 119 years of manufacturing and supply expertise, as well as its extensive network of dealers, as it tries to beat its rivals in the race to get electric trucks to the most people. Trucks are among the best-selling vehicles in the country, and the F-150 has been the best-selling vehicle in the US for 40 years.
California, where most EV sales take place, and Texas, the truck capital of the US, lead the pack in F-150 Lightning deliveries. But the automaker said deliveries to every state in the country were happening organically, without any interference — which could have the effect of softening criticism that Ford hadn’t foreseen how popular the F-150 Lightning would be.
The number of electric F-150s Ford planned to make in the early years of production was a bit of a shifting target. Initially targeting just 40,000 vehicles per year, the company eventually told suppliers it expected capacity to increase to 80,000 by early 2023. Now that number has risen to 150,000 trucks by mid-2023, although it’s unclear how many customers this will reach. year.
Ford uses a “wave-by-wave reservation process” to inform customers when they can go online to specify their Lightnings. Earlier this year, Ford stopped taking reservations after collecting 200,000 refundable $100 deposits for the Lightning since its introduction in May 2020. (Reservations are still closed as of the publication of this article.) The production target of Ford’s Rouge Electric Vehicle Center is 160,000 units per year.
The problem is getting enough battery material to supply not only 150,000 F-150 Lightnings, but 270,000 Mustang Mach-Es, 150,000 Transit EVs and 30,000 units of a mysterious all-new mid-sized SUV destined for release in Europe. Ford says it has 100 percent of the battery cell production capacity needed to build 600,000 electric cars and trucks annually by “the end of 2023.”