I’m not convinced that Mach E sales will be anything like Ford is planning and suspect that it’s conflating optimism with Lightning as spilling over to Mach E, its still comparatively pricey as a compact and aimed at being more exclusive so I see a bit of a contradiction there.
There’s already compelling evidence that nearly half of the builds are base models that that sit on lots because buyers don’t want them. Even with a correct trim mix, I doubt the interest is anything like Ford says, they’re all over the map with expectation.

 

I'm concerned about that as well. Unless they really start pushing it as their catchall Focus/Fusion replacement.

 

My take is the Mach-E uses transitory battery tech(think Bolt) that they don't want to infect the next gen Ford EV's. Milk it for what it's worth, then move forward.

 

To make this possible, Ford has dropped plans to produce the Explorer/Aviator EVs at the Mach E plant in Mexico. Ford plans to relocate those products to a yet to be named assembly plant, with production starting December 2024. That's a nearly 2-Year delay for those products, meaning Lincoln will be EV-less until 2025.

It appears Ford has also sent the products back to the drawing board, issuing new code names, which is likely the cause for such a significant delay. So although Ford would like you to focus on the increased Mach E production, there is a significant product shakeup underway and they've restarted the clock on their development. Super shocking really, and frustrating too.

Were the Explorer/Aviator EV maybe based on the coming Rivian SUV? Wondering why you would drop a higher margin Lincoln product - unless the numbers didn't make sense...... Confusing what their strategy here is.

 

The Mustang Mach-E is a hideous mess, hard to believe they'd put "all of their EV eggs" in that basket.

 

The Explorer/Aviator EV crossovers predated the cancelled Rivian-based Lincoln.

The Mach E is using LG Chem batteries and Bosch motors, the new GE2 platform uses the new Georgia built SK batteries and Ford motors.

 

Tennessee is supposed to be getting two final trim lines, one for F150, the other for Expedition/Navigator. Could it be that the GE2 based BEV Explorer/Aviator is to be built at Tennessee?
Building four SUBs together could be just the ticket for improving efficiency and model mix flexibility. It could also explain why the project code changed, altered supplier network is the big thing.