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A comment on Ford to invest in EV and battery plants in Tennessee and Kentucky [pdf]. Parent comment

Re:Ford to invest in EV and battery plants in Tennessee and ... by syshum on Tuesday September 28, 2021 @01:40AM (#28679693)
The Gas and Electric Truck will share alot of parts. I know they are billing it as "completely new" but there is far too much of "this is the same old F150" for me to believe we will not see many many many many of these parts in the 2022/2023 Gas F150's when they are released.

It would not make any business sense for the 2 trucks to not share most of the interior, body panels, wheels, breaks, etc etc etc.

Hell I I would not be surprised if the Frame is not the same, just the gas version omiting the battery between the frame rails.

>A year ago Ford's official position was that making their own batteries makes no sense, they'll just buy the best and cheapest batteries from suppliers.

A year ago they did not suffer massive shutdown due to supply chain issues, I think you will be seeing many manufacturers wanting more and closer control over the supply chain for their factories. This means ford will want battery manufacturers to be close to their F150 factories in the US, which likely means they will need to front some capital to get these companies to build said factories that do not exist today

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Re:Ford to invest in EV and battery plants in Tennessee and ... by WorldMaker on Tuesday September 28, 2021 @03:49PM (#28686700)
> A year ago they did not suffer massive shutdown due to supply chain issues, I think you will be seeing many manufacturers wanting more and closer control over the supply chain for their factories. This means ford will want battery manufacturers to be close to their F150 factories in the US, which likely means they will need to front some capital to get these companies to build said factories that do not exist today

Hence the article here where Ford announced massive battery plants in Kentucky and Tennessee closer to their other plants.

Though Ford's biggest supply chain issue right now is still processor chips. Maybe Ford also needs to also invest in a big semiconductor fab stateside. I know some minds in Kentucky and Tennessee that have wanted such a facility for some time, if Ford is interested.

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