Posted on 07/28/2022 10:55:54 AM PDT by Red Badger
F 150 Lightning charging a Mustang Mach E
Ford expects demand for its F-150 Lightning, Mach-E and the rest of its EV portfolio to grow significantly over the next few year. Ford
What's happening
Ford announced its plans to ramp global electric truck, van and SUV production up to 600,000 units annually by 2023.
Why it matters
Demand for EVs (and the batteries that power them) is expected to accelerate dramatically over the next few years.
What's next
Ford will begin using new, less expensive batteries in the Mustang Mach-E next year and in the F-150 Lightning by 2024.
A question often raised by electric vehicle naysayers, believers and manufacturers alike is, where are we going to get the materials and batteries to power all of these EVs? Ford is confident that it has the answer, announcing Thursday that it has secured materials contracts that will enable a global production capacity of around 600,000 EVs annually by late 2023 and scale to an annual output of over 2 million vehicles by 2026.
Ford cites an EY study saying more than half (52%) of global consumers intending to buy a car in the next two years intend to choose an EV or hybrid electric vehicle. Here in the US, that number drops to 29% of surveyed shoppers, but that's still a lot of demand for electric cars and the batteries to run them. Ford's supply chain solution is twofold: It's diversifying its battery chemistries and partnering with multiple battery and materials suppliers around the world to build the 60 gigawatt hours' worth of battery capacity it'll need each year to meet demand.
The automaker says that it will begin adding lithium iron phosphate (LFP) cell chemistry into its product portfolio alongside the current nickel cobalt manganese (NCM) packs beginning with the Mustang Mach-E next year and the F-150 Lightning electric pickup in 2024. LFP has the advantage of using less rare materials in its chemistry, making it easier to source and less expensive per kilowatt-hour, about 10% to 15% less expensive according to Ford's estimates.
Ford's announced partnerships with Contemporary Amperex Technology, LG Energy Solutions and SK On will support the full goal of 600,000 global EVs annually. Ford said it expects it'll be building 270,000 Mustang Mach-Es for North America, Europe and China, 150,000 North American F-150 Lightnings and 150,000 Transit EVs for North America and Europe each year by the end of 2023. The automaker also has plans to introduce an annual run of 30,000 examples of an all-new European SUV within the same time frame.
Looking further down the line, Ford expects EV adoption rates to continue to accelerate over the next decade. To keep up with the growth, it's also announced a goal of an annual run of 2 million EVs globally by 2026 and that it has sourced about 70% of the future materials capacity needed (about 1.4 million cars' worth) toward hitting this mark. The plan includes around 40 GWh per year of LFP production capacity and utilization in North America by 2026 along with continued cooperation with CATL for global battery supply. Other direct partnerships with mining companies will provide Ford with sourcing of battery raw materials in North America, Australia, Indonesia and other global sources.
We don’t have the electrical grid to support those numbers.
There will be an electric bus blowing up killing and injuring many passengers eventually—it is just a matter of time.
What will be interesting is how localities and passengers react...
And that’s just ONE CAR COMPANY!
Now ADD GM, FIAT-CHRYSLER, BMW, MERCEDES< VW, TOYOTA, AUDI, NISSAN, MAZDA............................
What could possibly go wrong? This is as big a mistake as Ford made under Trottman and Nassar with their “buy everything that isn’t about cars” business plan.
What a stupid mistake. There is no infrastructure to handle this load and will not be for a long long time to come.
large percentage of first time EV buyers go back to IC thereafter ... my prediction is due to expense, lack of charging infrastructure, and range issues is that EVs will wind up being like curved screen TVs: a “solution” in search of a non-existent problem ...
Ford never partook in obamas bailout
They will look good in the driveway to virtue signal. Not so good as transportation since there won’t be any extra electric power to recharge them.
Then in 8 years when all of them need new batteries and can’t get them they won’t even be good lawn ornaments as the paint fades in the hot sun baking all the rubber and plastic parts inside and out.
I guess people could install some solar panels and a whole other set of batteries to store the electricity to recharge the EV but only one. If a family has two then they are just SOL.
So many things need to happen before EV’s are viable for the mainstream and we are so far away from those things happening.
Exactly correct. Here's a bit more information supporting that. The Distribution Transformers AND the electric lines from the Distribution Transformer to the houses are all going to be undersized with more than two or three EVs in the neighborhood:
Optimal design of secondary distribution system considering electric vehicles high-power residential fast chargersBy Shady A. El-Batawy and Walid G. Morsi, 07 August 2017
According to Lawrence et al., the traditional design of the Secondary Distribution System (SDS) is usually based on the diversity between residential customers to estimate the Distribution Transformer (DT) rating. The Service Lines (SL) and Service Drops (SD) are calculated to match the selected DT rating. To date and to the best knowledge of the authors, there is no well-defined approach to design SDS components when considering EV charging demand. The Diversity Factor (DF) method that forms the basis for most design standards (traditional design), was derived from old load surveys that go back to the 1960s, which never considered the EV charging in the residential sector. Thus, there is an essential need to properly size the DTs and the secondary lines in residential subdivisions, considering the EV charging demand, and in particular the high-power fast chargers (HPFC), to ensure cost-effectiveness and quality of service (QoS) of the distribution systems.
2.2 Impact of electric vehicle charging
...if we assumed only two EVs are charging from 10 kW residential fast charger from the same DT sized as 50 kVA, the DT loading will increase by 40% (i.e. an increase from 61 kVA to nearly 81 kVA), which may drastically reduce its lifetime. This example demonstrates the dire need to properly size the DTs to avoid premature replacement. In addition, the Voltage Drop (VD) at the last house (i.e., farthest away from the transformer) will be more than doubled (almost 2.5 times, i.e. from 2.1 to 5.4%). Therefore, the secondary line conductors must be properly sized in order to accommodate the additional demand imposed by the EV charging at the design stage of the SDS.
6.4 Real secondary distribution system This Section presents the implementation of the proposed design approach on a real system, which is depicted in Fig. 7. The system consists of 10 customers supplied from a 50 kVA DT. Considering the charging of EVs, the DT's size increased from 50 to 125 kVA, while the SL and SD conductor sizes increased from 300 and 211.6 to 556.5 and 477 kcmil, respectively. The proposed optimal new design is able to reduce the Transformer Loss of Life (LOL) to be within the normal limits as shown in Table 9.
dude you’re an ass. I glad I don’t know you. Watch this then go away...
What’s Wrong with Wind and Solar? — PragerU
https://www.youtube.com/watch?v=RqppRC37OgI
Hope they have a large storage yard; maybe out in AZ like all those planes.
Vent on someone who cares about your feelings. Start with your husband.
Big three? Its only gm and ford now. Stellantis is an italian/french company.
I guess by your logic its okay to take obama bucks and still lay off employees and move to mexico.
I am not aware of any ford product currently sold in US that is made in mexico. The transit connect is portugal, and all my explorers, rangers, f150s, all f series super duties i’ve ever seen, taurus, cmax and escapes i’ve owned or worked on are all made in usa.
Get your head out of government motors ass.
Tesla is in for some competition.
Ford has some styling with their truck.
Electric still not practical.
Well said, thanks for pointing out the problems that will arise- the left think all the power necessary to charge cars will just magically be there on demand, whenever needed- and will apparently come from ‘renewable sources’ exclusively
just like most of what the left are proposing, hardly any of it makes sense, but they don’t care- they are pushing it as though civilization is doomed unless we switch regardless of the consequences- (Little do they realize, no matter what we do, society has a guaranteed 1007 more years left- likely much longer ie 7 years of tribulation, then another 1000 year reign of Christ before the world is destroyed and a new one created)
The left will just make gas expensive. Gas will cost $5 or $6 per gallon. It's their way of forcing us to switch to EVs.
Tesla is way ahead of the game. If you are buying an EV, you're getting a tesla. Ford is found on the road dead.
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