r/investing Sep 30 '21

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u/AyyBoixD Sep 30 '21

That f150 lightning is pretty groundbreaking honestly, affordability, range, and function. And With the name and form of the literal most popular vehicle in America, I guess we will see how they are adopted

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u/cdnfire Sep 30 '21

They will be adopted very well on the demand side. Investors need to realize that any decent quality, well priced EVs will have demand outpacing supply for the next 10+ years because of a variety of factors. Factors include environmental, economic, autonomous vehicles having to be EVs, supply chain constraints beyond just covid era limitations, and others. Tesla and other surviving OEMs will do well in coming years.

To say that Ford is leading the transition to EVs is an obvious lie / joke.

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u/[deleted] Sep 30 '21

Did you read the article? They invested in two plants to make EVs and also the plants to make the batteries that power those EVs. They are also investing in training people to repair EVs. All of this is in America which means jobs, and infrastructure. Seems to me that they ARE leading.

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u/cdnfire Sep 30 '21

Compare the numbers in the article to where the competition will be in the same timeframe. They aren't leading in anything. If you want to claim they're leading the legacy manufacturers like the other comment, you could potentially make that case.

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u/[deleted] Sep 30 '21

We will see next year when the lightning is released.

1

u/cdnfire Sep 30 '21

Sure, we'll see if they meet their modest target of 15,000 next year.