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Ford’s 2022 EV growth shows it is a true player in a competitive segment

Credit: Ford

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Ford’s 2022 electric vehicle data showed tremendous growth. The automaker’s EV program was one of the most successful in 2022, despite tough market conditions.

Ford said it more than doubled sales of EVs in 2022 compared to 2021. Thanks to the introduction of the Ford F-150 Lightning in 2022, the company sold 61,575 EV units last year between its electric pickup, as well as the Mustang Mach-E and the E-Transit.

This equated to a 0.7 percent increase in market share in the United States for Ford as a manufacturer, the company said. It recognized EV rollouts in 2022 as a major part of this growth.

“Much was accomplished in 2022, with Ford increasing its share of the industry by 0.7 percentage points,” VP of Sales, Distribution, and Trucks for Ford Blue, Andrew Frick, said. “Delivering on our strategy, share expansion came from broad-based growth from our SUV lineup and our all-new EVs growing at twice the rate of the overall EV segment.”

The F-150 Lightning was the best-selling electric truck in America last year, beating out several comparable rivals like the Rivian R1T. 6,500 E-Transit vans were sold last year, and Mustang Mach-E sales went up over 45 percent compared to 2021, with 39,458 units sold.

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Ford boosts F-150 Lightning production with added third shift

2022 was Ford’s first year as a multi-EV company. The F-150 Lightning and E-Transit joined the Mustang Mach-E to help solidify Ford’s potential as a major player in the EV market. 2023 opens up major doors for new milestones, like its first year selling over 100,000 EVs in the United States, as well as a chance to broaden its EV lineup in the U.S. and other highly competitive markets.

Ford’s expansion plans outside the United States include introducing seven new models by next year. In the U.S., however, Ford is already on the right track and remaining incredibly competitive with the legacy automakers who have also adopted widespread EV adoption in recent years. General Motors, for example, sold 38,120 units of the Bolt EV and EUV last year, its best performance to date.

The Bolt has been a staple in EVs for several years. Although the vehicle suffered issues with battery recalls in the past, Chevrolet is offering the vehicles at a sub-$30,000 price point, which brings a major advantage to those who cannot see the merit in paying a more premium price.

Ford’s impressive 2022 brings lofty expectations for 2023. EV fans are partial to companies serious about diving head-first into the sector. Ford has established itself as a mainstay in the EV industry, especially if it can continue to offer quality products across several vehicle styles and continue expanding its lineup of affordable EVs.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Investor's Corner

Tesla ‘Model Q’ gets bold prediction from Deutsche Bank that investors will love

Tesla’s Model Q could be on the way soon, and a new note from Deutsche Bank thinks it will contribute to Q4 deliveries.

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Credit: @JoeTegtmeyer/X

The Tesla “Model Q” has been in the rumor mill for the company for several years, but a recent note from Wall Street firm Deutsche Bank seems to indicate that it could be on its way in the near future.

This comes as Tesla has been indicating for several quarters that its development of affordable models was “on track” for the first half of 2025. The company did not say it would unveil the vehicles in the first half, but many are anticipating that more cost-friendly models could be revealed to the public soon.

Potential affordable Tesla “Model 2/Model Q” test car spotted anew in Giga Texas

The Deutsche Bank note refers to one of the rumored affordable models as the “Model Q,” but we’ve also seen it referred to as the “Model 2,” amongst other names. Tesla has not officially coined any of its upcoming vehicles as such, but these are more of a universally accepted phrase to identify them, at least for now.

The rumors stem from sentiments regarding Tesla’s 2025 delivery projections, which are tempered as the company seeks to maintain a steady pace compared to 2023 and 2024, when it reported 1.8 million deliveries.

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Deutsche Bank’s analysts believe the deliveries could be around 1.58 million, but they state this is a cautious stance that could be impacted by several things, including the potential launch of the Model Q, which they believe will make its way to market in Q4:

“Looking at the rest of the year, we maintain a cautious stance on volume calling for 1.58m vehicle deliveries (-12% YoY) vs. consensus +1.62m, with the timing of Model Q rollout as the key swing factor (we now assume only 25k in Q4). In China, Tesla will introduce the Model Y L this fall (6 inch longer wheel base allowing for larger 3-row seating with six seats).”

Interestingly, the same firm also predicted that the Model Q would launch in the first half of the year based on a note that was released in early December 2024.

Those estimations came from a reported meeting that Deutsche Bank had with Tesla late last year, where it said it aimed to launch the Model Q for less than $30,000 and aimed for it to compete with cars like the Volkswagen ID.3 and BYD Dolphin.

Tesla’s Q2 Earnings Call is slated for this Wednesday and could reveal some additional details about the affordable models.

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Elon Musk

Tesla preps to expand Robotaxi geofence once again, answering Waymo

Just days after Waymo responded to them, Tesla is preparing for a potentially massive expansion of the Robotaxi geofence.

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Credit: @AdanGuajardo/X

Tesla is preparing to expand its Robotaxi geofence yet again, just days after Waymo responded to its initial broadening of the area.

Tesla launched its first expansion last week, less than a month after introducing Robotaxi rides in Austin.

The company opted for a very interesting shape for its geofence expansion, which was more of an indication that it could launch more rides in virtually any area of the city due to the new geofence it chose.

Waymo then responded to Tesla shortly after with an expansion of its own. After Tesla’s first expansion of its geofence, it had 42 square miles of Robotaxi-accessible travel region. This was larger than Waymo’s 37 square miles.

However, the Waymo expansion last week brought the company to a substantial 90 square miles of Austin:

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Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement

Tesla appears to be ready to respond. Drone operator and Gigafactory Texas observer Joe Tegtmeyer spotted Tesla Robotaxi validation vehicles well west of downtown Austin in the area of Marble Falls, Texas.

This would significantly increase Tesla’s square mileage if it could manage to bring its geofence to that size:

The two companies are not directly responding to one another with these expansions, but it appears that there is a significant amount of competition underway, which ultimately benefits the consumers.

Waymo has been operating in Texas since March from a fully public perspective, while Tesla is still slowly expanding its test size for the Robotaxi fleet on a nearly daily basis. Tesla launched Robotaxi rides to a handful of Early Access Program members on June 22.

Tesla is also expanding to other regions of the United States, particularly in Arizona and California. However, the Texas expansion is a priority currently, as it is the only region where Tesla has received approval to operate passenger rides in a driverless setting in the country.

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Elon Musk

Elon Musk confirms awesome new features at Tesla Diner Supercharger

More details continue to be revealed about the Tesla Supercharger Diner as its opening seems to be imminent.

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Credit: Brad Goldberg (via Sawyer Merritt on X)

Elon Musk has confirmed a few new features that will be present at the Tesla Diner Supercharger in Los Angeles.

Musk confirmed these two new details as he revealed he recently ate at the Supercharger Diner. We also recently confirmed a few menu items as a soft launch has already occurred, and a public launch date appears to be within reach.

The new features were revealed by Tesla Joy on X. We shared the details, and Musk confirmed that these are, in fact, features of the Diner that Tesla owners will be able to enjoy.

Tesla reveals key detail of Supercharger Diner, but it’s bigger than you think

The Diner is not exclusive to Tesla owners, but these two features do require a Tesla for compatibility purposes.

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Order Food from Your Car

As you pull into the Supercharger Diner, you can order any food item you want, including burgers, wings, fries, shakes, cookies, and more, directly from your vehicle.

A prompt will likely appear that will open a menu to the Supercharger Diner, allowing you to order food. An employee will bring the food out, that is, if Tesla decides to continue with a true and traditional 50s diner theme.

We get it, it’s not a groundbreaking feature. It’s still cool, convenient, and another advantage to visit the diner as a Tesla owner.

Movie Screen Audio Will Sync to Your Tesla

There are two massive movie screens that will play various entertainment options during your visit to the Supercharger Diner. There have been movie clips and even SpaceX launch highlights playing during recent drone flyovers at the location on Santa Monica Boulevard.

Instead of having to open your windows to hear the content on the screen, it will instead sync the audio and play directly in your vehicle through your car stereo speakers.

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The Supercharger Diner has also appeared on the Tesla app for the first time, and is currently showing 80 stalls at the location:

Although the stalls are not yet active, the culmination of all the details we’ve learned over the past week about the Diner only points to one thing: an imminent grand opening.

Tesla has not yet confirmed a date for the Supercharger Diner’s opening, and Los Angeles building and construction permits also do not state a specific target date for opening.

It seems as if Tesla will reveal the date itself, potentially in the coming week, as it will report earnings on Wednesday, July 23.

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