AD #3221 – Ford Caps F-150 Lightning Orders; Barra Shares More GM EV Details; Tesla Plans Two Cheaper Model 3′s in China

December 10th, 2021 at 11:46am

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Listen to “AD #3221 – Ford Caps F-150 Lightning Orders; Barra Shares More GM EV Details; Tesla Plans Two Cheaper Model 3's in China” on Spreaker.

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Runtime: 8:22

0:08 Mary Barra Shares More GM EV Details
1:32 GM Partners with Two Rare Earth Companies
3:00 New Ford Service Helps Fleet Operators Maximize Productivity
3:49 Ford No Longer Taking F-150 Lightning Reservations
4:26 GM Plans to Start Building the Electric Silverado in 2023
4:42 Cruise Aims to Launch Robotaxi Service Next Year
5:44 Daimler Trucks Makes Frankfurt Stock Exchange Debut
6:16 Tesla to Launch Two Cheaper Model 3 Versions in China
7:03 Peugeot & Whirlpool Partner to Create Upscale Food Truck

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26 Comments to “AD #3221 – Ford Caps F-150 Lightning Orders; Barra Shares More GM EV Details; Tesla Plans Two Cheaper Model 3′s in China”

  1. Todd Says:

    Love this show… been a fan when I used to watch it all the time on Speed Vision.

    Does Autoline Detroit have a Roku Channel? Would love to stream this on my Roku…

  2. Rey Says:

    .Tesla mod Y was the top selling premium/ luxury BEV SUV in China in Nov.easily double the sales of the next competitor VW ID 4,and the lower priced mod 3 will be upping the stakes again.

  3. Lambo2015 Says:

    Amazing! Ford has huge interest in their Lighting truck and rather than focus on increasing production capacity to meet this demand. They decide to just stop taking orders. Maybe these legacy manufacturers wont survive the switch to electric.

  4. George Ricci Says:

    3. Only 50% to 70% of the F150 reservations will turn into real sales. It’s better to sell one less vehicle than you can sell, then having the assembly plant running at less than capacity. Just look at the current situation will the chip shortage. They are selling millions of less vehicles and making just as much money as when there was no chip shortage.

  5. Kit Gerhart Says:

    Why does Elon Musk hate Americans, only selling the less expensive Models 3 in China?

  6. Lambo2015 Says:

    4 I think everyone knows that sales will be some fraction of those reservations. What that % is has yet to be determined. But knowing this why not keep taking reservations and those that thought they might have to wait three years and are able to buy in two good for them.
    Two years into production they’ll have a better idea how many reservations result in actual sales and be able to determine where they need to cut reservations off at or start notifying people that they cant fulfill their order.
    I bet that’s what Elon will do and not let the excitement die before you even start.

  7. George Ricci Says:

    6. In 2023 there will be 8 or 9 EV pickups for sale. Do you really think everyone on the F150 reservation list will still want one?

    John has always said that assembly plants need to be running at 80% or higher in order to make money.

  8. Drew Says:

    Lamborghini, I suspect Ford has lots of experience (Bronco, GT) with balancing reservation lists and production… knowing when long-term waits result in dissatisfaction.

  9. Sean Wagner Says:

    There are only so many battery cells a firm has access to at any one time.

    As a stickler for detail, I’d like to know which version of the gm corporate moniker is correct – the old capitalized one, or the new cutesy diminutive. Their homepage (and annual 10-K for the SEC) actually manage to mix both versions.

    2 Rey – The Model Y’s closest competitor in China is the Li Xiang One, a vehicle we doubtlessly all know intimately, with 13K sales in November (versus the Y’s 24K).

    It’s astonishing just how many Chinese companies
    are building EVs / hybrids now. Check it out: it has a great interior, and medium-sized battery paired with a little three-cylinder range-extender to boot.


    Nio’s European site looks pretty good, and they’ve begun selling in Norway.

    Where’s the Lyriq again?

  10. Lambo2015 Says:

    7-8 I agree with you guys and this has been the problem with EV launches from the start. Out of the gate they seem to have a lot of interest. Can they maintain that interest years into production? Tesla has done alright. On the flip side Ford cannot set up the assembly line to manufacture 200K trucks a year and find that sales drop into the toilet the second year.
    I just think it would be better to have more reservations than you can fill, rather than fold up shop and say we’re good at 250K.
    If I were a customer that placed a reservation and was told it might never be delivered and two years later was told I have the go! If I hadn’t already bought something Id fulfill the order.
    Ford could get two years into production have the Silverado to contend with and who knows how many others, and find even more reserved truck take a pass. Yet people that are interested but was told they were sold out. I just think they are making a huge mistake. They have some idea of what they can and will sell but lots will change in the next year or two.

  11. Kit Gerhart Says:

    It will be interesting to see how sales go with all of these electric pickups hitting the market in the next few years. I know a number of pickup drivers. Most of them would be better off with a van, given what they use them for, but they just “like” trucks, or more likely, the image that goes with them. I don’t hear any of these people saying they want an electric truck, just as I’m not seeing electric Harleys on the road. A lot of Harley riders also drive pickup trucks, so does that signify anything?

  12. Kit Gerhart Says:

    As far as waiting, it took 13 months from when I ordered my Corvette to when I took delivery. That is a little longer than I expected when I placed the order, but I didn’t bother me. I like the car, and if I decide to sell it any time soon, I can make money on it. The people who actually want an electric pickup shouldn’t be bothered by the wait, and those who get them early can probably sell them at a profit, at least for a while.

  13. Lambo2015 Says:

    11 You would have gotten your Vette way sooner had not been for CV shutdowns and chip shortages. People are gonna wait for the lightning cause of the sheer volume of reservations. Not the Vette has a shortage of interest too.
    Yea I’m not sure there is as many people clamoring for a EV pick-up as there are manufacturers willing to make them. From a manufacturers stand-point it makes sense cause there is plenty of room to package batteries and they sell in the price range they need to make an EV attractive.
    I honestly think they would be better off to go after the large SUV segment for those soccer moms that do lots of running around but probably not over 100 miles and still have a platform that can package batteries easily. They likely don’t do much towing or hauling (other than passengers) that would reduce range much. The moms would probably prefer to plug in rather than pump gas too.

  14. Kit Gerhart Says:

    13 Vans would be the ultimate for easy packaging of batteries. Knowing what my old Caravan looks like underneath, if you removed the exhaust system and gas tank, you could probably easily put 100 kWh of batteries in the open space. You’d need a lot stiffer springs, though.

    Most of what I’m hearing now is that it’s still about a year wait for a Corvette, from order to delivery. It might be a little shorter from one of the mega-dealers.

  15. Kit Gerhart Says:

    Elon thinking of quitting his jobs.

  16. Lambo2015 Says:

    16 Why not! With the amount of money he has. I wouldn’t want to deal with the stresses and issues he probably gets on a daily basis.
    Id take the money and run and enjoy an early retirement.

  17. Kit Gerhart Says:

    15 If he does quit, Tesla stock might crash.

  18. Kit Gerhart Says:

    Elon can’t run for president, because he is from South Africa.

  19. Sean Wagner Says:

    What I meant to add: it’s notable that gm is investing in domestic rare earth magnet production.

    If I recall correctly, minerals from California actually get shipped to China, which dominates a lot of the EV supply-chain (think graphite, anode/cathode materials, polysilicon for solar cells).

    So kudos for thinking longer-term, be it gm or GM.

    About Elon “retiring”: while I can see him taking some steps back from Tesla, SpaceX is in a challenging period with regards to the engineering of Starship.

    He’s just not good at taking a real breather at all, it seems to me. Even though it would improve his chances of making it to Mars one day.

  20. wmb Says:

    IMHO, I believe the reason that Ford has capped reservations of their F-150 Lightning, is not just because there will be great competition. They are already working of the next generation F-150 and it’s Lightning replacement, which are due some time between 2025 or 2026, think Autoline reported a few weeks ago. So, if the current one goes on sell in the spring of 2022 and some will have to wait three years to get theirs, why continue to wait for the old when the new versions will be set to roll off the assembly line?! With the 200K reservations, perhaps they are expecting half to drop off and be first in line for the new version, as the 2024 model year approaches. One way or another, its a nice problem to have and im sure they’ll figure out a way to solve it.

  21. Kit Gerhart Says:

    19 GM more-or-less invented neodymium-iron-boron magnetic materials in the 1980s and did some manufacturing in Anderson, Indiana using the Magnequench trade name. It was sold to an investment company, and is now in Chinese hands.

  22. Kit Gerhart Says:

    19 Yeah, I’ll believe it when I see it with Elon “retiring.”

  23. Sean Wagner Says:

    Sigh. Thank you, very interesting – I went digging a bit. These nuggets are great, I learned something. The Magnequench moniker did ring a bell.

  24. Lambo2015 Says:

    20 That could be the case but if I were the one making those decisions at Ford I would keep the reservations open and just let the public know the next generation will be released in 25-26 and if you don’t get your lightning you’ll get moved to the front of the list for the next generation model. I mean do these reservations even require a deposit? If not, then they mean very little and if they do require a deposit worse case sits on that money for three years. $100 deposit at 250,000 reservations is 25 million. I’ll take the interest off that for three years.

  25. Kit Gerhart Says:

    23 A refundable $100 deposit is not much of a commitment, especially given that interest rates are near zero. Even the $1000 deposit I made when ordering my Corvette was not much of a commitment. The dealer would have gladly returned my deposit, and sold the car for more than the MSRP I paid for it.

  26. Lambo2015 Says:

    24 Even better 250 Million in deposits is a nice chunk of change.