Will that actually result in growth for Ford, however? Electric vehicle sales in Ford may displace sales of non-electric vehicles; in other words, the net effect might not be more than zero. This would not really represent growth for Ford, in that case.

You are right about some of their resources, however I think it is a mistake to glibly discount the importance of the battery supply and manufacturing (and by extension, the charging infrastructure) -- that is arguably the hardest and most important part of an electric vehicle, and with Tesla's Gigafactories, that could represent an important advantage of Tesla.