Ford F-150 Lightning Reaches Its First Customers
cleantechnica.com
cleantechnica.com
I doubt that Tesla's Cyber truck will be out anytime out in the near future and at a price that can compete with the F-150.
Regardless of patent portfolio, I think it's a safe bet that Tesla views their (vaporware-ish?) self driving tech as a competitive advantage. Probably why they emphasize it so much and Elon seems absolutely fixated on it.
It just feels like we're at an inflection point where Tesla's production will soon be dwarfed by competitors and consumers having the choice of dozens of EVs vs a handful is going to drastically shift the market.
[0] - https://www.tesla.com/legal/additional-resources#patent-pled...
> where Tesla's production will soon be dwarfed by competitors
If theycan get enough batteries, that's currently the bottleneck for most manufacturers. Tesla has spent the last decade securing battery supply.
https://www.engadget.com/electrify-america-ev-charging-payme...
It's kind of an unoptimal result because CCS is a big ugly connector while the Tesla connector is small and sleek: Tesla uses the same pins for both AC and DC, while CCS requires separate pins.
Oh well. VHS beats Betamax again.
Trying to charge a non-Tesla during a trip can be a bit of a crap-shoot. Will the station be available? Will it be functional? Do I need to create yet another new account on yet another new app to access it?
This won't last. But until the competition makes their charging network better, it's a selling point for many buyers.
How many truck buyers are realistically driving their trucks cross country? The ideal truck EV owner is the ranch owners in Texas who drives to the local TSC, grabs his stuff and then is doing work somewhere on the 10 acres ranch. If it meant never driving to the gas station that's a huge time saver. F-150 is a great fit for that.
The people I know interested in the Tesla cybertruck are tech bros who have enough disposable income that buying a cybertruck is basically a solution in search of a problem. They'll end up using it to tow their boat or go camping.
I'd consider a Lightning if my Honda Ridgeline wasn't only a year old. Except I'm not sure it has enough range to actually get me from DC to Canaan Valley and back without a long detour to charge on the way home. Using ABRP, it has 90 minutes of charging and another 30-45 minutes of extra driving to get to a charger. This is over what should be a 6 hour drive (3 each way), so pretty ridiculous.
Compared to a Tesla Model X (standard range), which needs 45 minutes of charging, but no extra distance because there's a Supercharger on the way (using Tesla's maps). The 45 minutes charging is still pretty silly, given an ICE can do the round trip on a single tank, but that's way better than the non-Tesla option.
That said, I think 150-180 miles is plenty of range for people who would just drive this thing to work and back.
TBH, comparing my Model Y to the Lightning, the only range issue that I see is the charge speeds. The Lightning's 400V CCS system limits it a bit, so charge times would be quite a bit higher on longer trips.
You don't want to frequently charge over 90% to preserve the integrity of the battery. Same with the bottom 10%. You don't want to frequently drive the car down to 1%. I think it's not a huge deal if you drive it down to 5% or so, but as an owner of an EV, it gets pretty scary to go below 10% before you charge if you're on a trip. If the wind speed/ temp/etc gets out of control, it can sap your battery before you make it to the next station.
Ignoring 20% of the battery is pretty much the standard on today's EVs.
The Mach-E for instance has a -48 mile EPA range compared to an M3LR but only a -4 mile range in the edmund's test.
Same for Taycan, EPA rating of 203, edmunds got 323.
Tesla M3P EPA is 310 but edmunds got only 256.
When you factor in actual expected range and price (especially the federal tax credit) Tesla's range advantage is rapidly disappearing and as far as I'm aware there isn't anything coming down the pipe that will radically change that (4680s maybe, but we haven't seen any of the touted benefits proved out yet).
https://www.edmunds.com/car-news/electric-car-range-and-cons...
Teslas tend to come pretty close to their EPA highway rating when tested on the highway under similar circumstances. But the EPA highway rating isn't the one that gets advertised. :sigh
Although for me traveling up and down 95 is so slow that I end up hitting the city number on my hybrid :)
You're comparing something that exists to something that doesn't yet exist, and you have no information on future volume, then calling the first thing "meaningless." I don't understand that at all.
Your point is entirely predicated on Tesla producing Cybertruck in such large volumes that it dwarfs Ford's F-150 Lightning, but you have no factual basis for that claim.
They're comparable, but not identical, so domain knowledge for one doesn't always translate into the other. Witness the Bolt / LG Chem battery fiasco.
So yes, Ford is the first (or second? third?) over the line to make engineering samples available to the public. They also have their ICE platforms to fall back on if they don't execute perfectly. Plenty of time no worries.
Tesla (and rivian?) are in the deep end without any option but to figure out how to swim / mass produce their product, so they've got incentive to execute.
There are plenty of companies that got their product to market only to be destroyed by warranty burdens. It is instructive that the bolt was first to market (vs the model 3).
So the story hasn't been told yet, but certainly tesla's not in a position of strength here.
We know that this was considered the minimal benchmark for the Model 3 and that their targets for CT are higher.
Its a guess about future state, so surely not certain, but noone has this "won" by getting ~50k units done over the next 12 months.
You say that as though, oh no problem Tesla will have that minimal benchmark immediately. But in reality, it wasn't until 2 years after they started delivering the model 3 that they hit that "minimal benchmark" for it.
If they failed like that again, they'd still catch up pretty quickly. I have doubts, though. Cybertruck doesn't seem to be getting the same attention and drive behind its launch that the 3 did.
Far from it. One, they're pre-selling (note: selling, not taking deposits for). Two, they're making 150,000 a year and plan to make 600,000 in 2023 [1], the latter representing about 5% of the American light truck market [2] and about 50% of the total number of vehicles Tesla builds in a year [3].
[1] https://www.greencarreports.com/news/1134628_ford-f-150-ligh...
[2] https://www.statista.com/statistics/199981/us-car-and-truck-...
[3] https://www.statista.com/statistics/715421/tesla-quarterly-v...
And that's the measure that matters. A truck isn't available unless you can buy it, and given the number of pre-orders that both Cybertruck and F-150 have, unless you already have a reservation you won't be able to buy either truck until annual production reaches the 500,000/yr mark or so. And it looks like both Tesla and Ford will reach that rate at about the same time, so the race is on. Hopefully Ford has secured enough batteries to reach that level, because that's likely going to be the limiting factor.
They almost quadrupled output from 40,000 to 150,000 because of demand.
https://www.cnbc.com/amp/2022/04/25/ford-f-150-lightning-ele...
Getting US consumers to want EV’s in large numbers is the real problem. Sounds like Ford is getting people excited. I’m sure they’ll be ready to double output as needed.
Once the lightnings are easy to acquire at a dealership, I think Tesla will have its work cut out for it. The F150 is the best selling car/anything in the US.
I hate having to wheel and deal. I usually go through craigslist or some other marketplace since I buy used and it's so much better than having to worry about coatings, etchings, addons, and warranties.
If a dealer does bad work or tries to scam you, you can find another one. If Tesla denies your warranty claim you're out to dry.
That being said, Ford has announced they're splitting their company into two: One for ICE vehicles, one for all electric. They're not saying much about who'll be handling the selling/distribution of the electric vehicles in the future. And dealer associations are rattling their legal sabers looking for answers.
Also, VW and their announced release of an all new Scout, under it's own brand, has also made little comment if current VW dealerships will carry it or what...
So there seems to be a move by Ford and VW to try (with new brands) the direct sales route with delivery/service centers similar to Tesla. However, that may be a long time coming with all the potential legal battles, etc.
I, however, also wonder if this move by VW/Ford is just to get the dealer associations to spend more lobby money and get direct-to-consumer car sales illegal in many more states, which seems the likely move by Dealers. This, then, would be a feign by the Manufacturers to hurt on particularly strong brand in the EV space.
EVs won't have oil changes, regular brake work, oil leaks, etc. There will be occasional air-conditioner repairs or window problems, but the bread-and-butter service revenue from ICE vehicles will be gone.
Dealerships might not be profitable enough to stay.
The additional levels of trim on the F150 are decent (esp. extended range) but the base model is amazing value for the price.
Hopefully this puts pressure on Tesla to stop touting the high end BS (like dodgy autopilot) and focus on adequate value for their base models.
For my part while I'd like a vehicle with Tesla autonomy, the appalling QA/finish (Teslas still look cheap) and the support policies mean I'll go to an EU or Asian brand when I finally pick an EV (at least if there's anything left by that time that doesn't look like some trashy gamer mouse on wheels).
Alkso Tesla hasn't shipped a truck. Rivian has shipped, Ford has now shipped. If and when the Cybertruck makes it to market, Ford and Rivian will finally see some competition.
Once GM gets on the electric pickup market, it's game over for the wonky Tesla unless they end up selling exclusively to the types who don't actually do truck stuff (the G-Wagon crowd).
[0] https://reddit.com/r/cybertruck/comments/uvg7tm/another_look...
I'm starting to get the feeling that supply chain issues are going to be prevalent for the rest of the 2020 decade.
The 130 mile range on the E-Transit is plenty for the current target customers who are buying them as fast as Ford can make them, but not enough for more rural uses. Give it time, more electric vans are coming. Rumor was that 2023 would see introduction of an actually orderable Ram Promaster, probably as a 2024 model but with optionally more battery than the current E-Transit.
I'm still a bunch of years away from a new vehicle purchase, but the long wheelbase ID Buzz is still a bunch of years away from general availability in the USA. So things might line up. The key spec I'm waiting on is roof load limit, if it's in the 150lb range then that will exclude it from my consideration as with a smaller interior size I would want/need to use the roof for various loads which would fit inside a normal full size van or in the bed of a pickup.
I really hope in 3 years we have competitive e-vans so that we leave diesel vans behind
[0]: https://transportation.report/vehicles/2022-ford-f150-pickup...
Lest anyone think that this is a silly idea in terms of the amount of money being spent, it’s worth noting that at least one article claims Ford’s F-series truck business produces revenue of about $42B annually[1], which is coincidentally (wink, wink) very close to the amount of Elon’s Twitter purchase ($44B), something to consider before dismissing the idea as not possibly worth it.
[0] https://media.ford.com/content/fordmedia/fna/us/en/news/2021...
[1] https://thenewswheel.com/ford-f-series-42-billion-revenue-20...
I’m surprised this odd speculation is the top comment.
Add in the TCO savings you get by buying an EV, and $40K is competitive with the price of a used vehicle.
This article says the average selling price of an F150 was $47k in 2018 and they sold 900k of them.
Seems like a pretty sizable market considering that’s about how many vehicles Tesla sold last year total.
You’re right that most people buy used vehicles, but over 10 million of new cars are sold every year in the US alone.
I would contend this is at least part of the reason why Elon has been engaging in so many antics lately: to keep this out of the news.
FUD. Elon has been pushing for an EV future since day 1, that’s why Tesla’s patents are open source.https://startupnation.com/manage-your-business/teslas-open-s...
[0] not a lawyer
Instead they seem to be laser focused on maximizing Y and to a lesser extent 3 production.
Edit: just to be clear: I'm not questioning the business logic here, clearly people are buying these things. But it's makes this kind of news bittersweet - if we want to get out of this mess, we're going to have to convince people to stop buying this type of thing
Most people don't need an F-150 with a combustion engine, but that doesn't stop them from getting it. In much the same way that they won't need a 3 ton electric truck, it won't stop them from getting it.
Which is worse?
If the production incentives were different, there’s no reason we can’t imagine they’d have tried to code rugged manliness as a rugged 4x4 like was popular in the 90s or an absurd muscle car like was popular in the 70s instead.
If you are discussing trucks and want to talk about gross vehicle weight you should probably clarify that is what you are referring to.
The F-150 Lightning weighs just over 4 tons.
Also, you got it wrong. F-150 is a half ton, correct. The F-250 (and 2500 from RAM/GM) are 3/4 ton. While the F-350 (and 3500) are 1 ton trucks.
I own a F-150 and know many people that also own one. Most of the people I know with them regularly haul or tow payloads which require it. I use my F-150 at least once a week to haul a multiple horse trailer. In the summer I also use it regularly to access my beach house which is only accessible with a 4 wheel drive vehicle. A few times each summer I also use it to help haul those who think AWD is the same thing off the nearby beach.
I live in a suburban condo development. Most of my neighbors have no idea what I use my F-150 for and I'm sure think it serves no useful purpose.
Good for you, but hopefully you realize that this is not a typical lifestyle.
I know plenty of people that have and need their trucks, but most of them would be fine without one. I have a good friend that justifies his truck by towing a jet-ski that any car could tow and most truck owners I know fall into this camp. They have an occasional need for something that can tow or haul and usually a minivan or crossover would be fine or better.
I’ve owned three trucks and still have an old one. I fall into the don’t really need one but like one category as I suspect most do. Didn’t say anything was wrong with it.
I'm looking at Ford Mavericks. I really just need the bed, at most. I've owned trucks and SUVs before, and prefer compact pickups over everything else. I could easily use a 5x8" flatbed trailer and gain extra space with a crossover SUV, which is the smart move for people that have the space for a trailer.
I'm lucky to even be buying a house, let alone a full frame pickup and a heavy trailer like a horse trailer. I'd rather pay off a mortgage. Without affordable compact pickups coming back, I wouldn't ever have one again. I was leaning towards small crossover SUVs and hatchbacks with a trailer.
Beyond that if you look at the states where the highest percentage of vehicles are pickup trucks you will notice a trend. Most of them are largely rural, have harsh weather and agriculture is a significant industry.
If you actually use a pickup truck to do pickup truck things more than a few times per month, it's not cost effective to own a different vehicle.
A Subaru Outback can tow 3,500 pounds. Enough for a small fishing boat, pop-up camper or utility trailer and gets 30 mpg when not towing and rides better.
A Ranger or F-150 can’t match that economy, but they beat it in towing for sure.
A turbo Outback starts at $35k as you have to go a few trim levels up to get the turbo engine. A base 4x4 crew cab Ford Ranger starts at around $32k.
An F150 hybrid, although definitely higher in purchase price, gets an EPA combined rating of 23MPG, but can tow and haul a significantly larger amount than even a Ranger.
It all depends on what you want to do as to what vehicle you should purchase. The benefit of modern pickup trucks is that they CAN do all the things a normal car can do, plus they can do lots of towing and hauling chores, and the fuel economy penalty really isn't that significant.
How many people need to set the A/C below 80F or the heat above 60F?
How many people need to fly to Hawaii for a vacation? Drive to the beach.
How many people need to drive to the beach? Stay at home and knit.
How many people need to have kids? Each kid has a huge carbon footprint.
How many people need to drive to the mountains to go skiing?
Most things that make life easier, more pleasant, or more fun, are not needs.
Isn't this how you drive change? You have to give people the desire to change before they can actually change...unless you think authoritarianism is a solution (not saying you do, but I'm not sure what other options there are other than 1) give people the opportunity and desire to change, or 2) force them to change).
The speed at which we are changing aside...we ARE changing as a society, and that should be celebrated.
Why stop at improving their lives by reducing our CO2 emissions? Why not institute a 10% income tax on all Americans and send that money and resources to subsistence farmers in rural India? That would surely improve their lives and help their "real needs" even more.
How much of your income do you donate to subsistence farmers in rural India? For many people, the answer is "none".
Why is there an expectation that we are obligated to improve the lives of subsistence farmers in rural India by reducing our carbon footprint, but not an expectation that we should donate money?
That's a reference to carrying capacity, not the actual GVW. A Honda Accord weights over 3 tons GVW.
14.56.070 A. It is unlawful for any person to operate any commercial vehicle exceeding three tons gross vehicle weight on the following portions of streets, hereafter referred to as "restricted streets"
> 14.56.070 A. It is unlawful for any person to operate any commercial vehicle exceeding three tons gross vehicle weight on the following portions of streets, hereafter referred to as "restricted streets"
I think you probably meant 14.56.050, which restricts vehicles over 5 tons from traveling on 5 streets. The law you cited is for commercial vehicles only and has a litany of exceptions but would permit the Rivian for personal use.
I really wish people who aren't from my city or state would stop arguing from their ignorant suppositions.
Reading further, 14.56.080 defines 1 ton as 2000 lbs so 3 tons is 6000 lbs. The Rivian is 5800 lbs so it's legal. What am I missing?
It's interesting to note that these more "environmental" EVs are resuscitating Hummer, which was already killed off for being a gas guzzler
A Toyota Mirai weighs more than a Tesla Model 3, so there's no weight advantage.
It barely weighs more though. I wonder if the weight increases much with capacity as it does with batteries?
I live in a rural area and I need a truck for hauling and for towing four different kinds of trailer. I drive my diesel truck sparingly these days because its CF bothers me. I'd trade it for an F-150 Lightning tomorrow if the F-150 was actually available.
Much of this is marketing from the Big 3 over the last 25 years. They've been driving consumers to larger truck platforms with marketing for decades. The truck platforms are cheaper and easier to produce than alternatives. It allows them to share parts across more of their portfolio.
A lot of the marketing over the last 30 years has been targeting fragile egos. I thought maybe we jumped the shark when they started selling baby wipes in black packaging as Man/Dude wipes but apparently not.
I have no doubt that in the near future Huggies and Luvs will convince men that it's tough to wear black diapers and crap their pants while doing many things.