The problem is obtaining enough battery materials to power, not just 150,000 F-150 Lightnings, but also 270,000 Mustang Mach-Es, 150,000 Transit EVs, and 30,000 units of an unknown all-new midsize SUV slated for European release. Ford claims to have 100% of the battery cell manufacturing capacity required to make 600,000 electrified vehicles and trucks per year by “late 2023.”
