This mean new Ranger for 2022. And a brother truck for VW.
I’m curious about the luck of the Mach E in Europe. If Ford will make a volume vehicle on VW’s MEB for Europe, this mean te Mach E will not be available un Europe?
600,000 units ONLY for Europe, starting in 4 years (2023) and over 6 years. That's just 100k units annually or about 8k units monthly from 2023 - 2028. This looks like a still very late entry into the European EV market with a very low sales plan. Understanding that VW is struggling to lock in enough battery cell supply for their own EV products from several suppliers (only locked in for 2 years so far), this lease on VWs EV technology will NOT include the batteries necessary to run the Ford vehicles. I wonder if the very late production start of a first EV in Europe has much to do with no agreement with a battery supplier until the suppliers expand their production for the potential of being able to buy from a supplier.
The same battery supply issue seems to dictate what Ford offers as an EV in the US as well. A 'Mustang inspired performance SUV' will be at the high end of price and low end of demand, which means less battery cell necessary. So the goal is NOT to offer an EV that would create high volume/demand, since Ford does not have battery capacity to supply the product. This is not by mistake, and has NOTHING to do with EV demand, but Ford dealerships, or ICE manufacturer dealerships tied to dealership associations throughout the US.
It's very simple. Dealerships make over 75% of their revenues from service/maintenance. EV strip out over 75% of the 'required/annual' maintenance/revenue from dealerships, and high volume of low service models will crush ICE dealerships, that are necessary to service the ICE cars and trucks that support ICE manufacturers today. So this slow roll toward EVs is not really about ICE manufacturers not wanted to build the easier/cheaper to design, easier/cheaper to build, easier/cheaper to distribute EVs, but they will put their own dealerships out of business if they rolled out EVs at 10k to 20k monthly in the US. It's just not gonna happen until the dealers deal with the dealer associations state by state.
Direct selling is the future of the automobile and more specifically the EV. Tesla is making that obvious and the industry has recognized it, consumers love it, and the dealer association is still fighting against their own demise. Rivian is next to fight that battle as they plan to sell direct, but unwittingly, contract out service to an ICE dealership. My guess is that it will be Ford dealerships, since the sale won't impact Ford revenues and Ford can get revenue from whatever service they are contracted to offer. VW already delt with this issue in Europe by telling their dealers to get lean, find new revenue streams because service revenue is being dramatically reduced over the next 5 years.
VW is smart....they pushed all their truck and van production onto Ford, while VW focuses on future leadership with EVs. So now they can convert their old ICE manufacturing plants into more efficient EV and battery production facilities. Ford on the other hand is doing what they have always done. They don't lead the industry with the next generation of anything, but sit back and wait for the rest of the industry to build up segments and technologies, and Ford follows years later. But that plan is working less and less each year as the industry moves rapidly forward, while Ford remains focused on the past.
Looking at Argo, using 'dumb' lidar, thei plan is only for commercial use on defined routes, since lidar still has not been able to distinguish a paper bag from a dog from a baby, it's just a small blob moving along the ground, and it can't read a sign, just the shape. So the purpose for the tech is NOT for consumer cars, just a 'potential' for commercial use.
So the winner here is VW, as they get Ford to continue to make the old school ICE trucks and vans for them, while VW leaps forward with BEV trucks, vans, cars and battery production at their own manufacturing plants around the world. Ford gets to 'buy' VW technology in 4 years for 1 low volume EV in Europe only and will further be diminished as a old school ICE truck maker