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Ford secures 100% annual battery cell capacity to support 600k EV run rate for late 2023

Available Ice White Appearance Package on appropriately configured 2022 Mustang Mach-E and Mustang Coupe models. Closed course.

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Ford is looking to achieve a 600K EV run rate for 2023. To achieve this goal, the veteran automaker has added battery chemistries and secured contracts to deliver 60 gigawatt hours (GWh) of annual battery capacity for its EV production ramp. With these, Ford’s ramp of its electric vehicle lineup should be secured in the coming years.

The veteran automaker confirmed in a press release that it had secured 100% of the annual battery cell capacity needed – about 60 GWh – to support its 600K EV run rate target for late 2023. Ford is partnering with suppliers such as Contemporary Amperex Technology Co., Ltd. (CATL) to boost its battery supply.

The company’s longstanding relationships with suppliers like LG Energy Solution (LGES) and SK On are expected to be maintained. Both LGES and SK On are working on increasing their battery capacity as well.

Ford noted that lithium iron phosphate (LFP) battery packs are coming for Mustang Mach-E units that are sold in North America and Ford F-150 Lightnings in early 2024. LFP batteries tend to be affordable and safe too, which could help the Mach-E and F-150 Lightning’s reputation in the market.

While a 600K EV annual run rate for late 2023 is already notable, Ford’s plans for the coming years are even more impressive. The automaker noted that by the end of 2026, Ford should hit an annual run rate of 2 million EVs. This should make Ford as one of the market’s key players in the growing electric vehicle segment.

Credit: Ford

Jim Farley, Ford’s president and CEO and president of Ford Model e, noted that the demand for the company’s current electric vehicle lineup drove the company’s plans to ramp its capacity to produce more electric cars.

“Ford’s new electric vehicle lineup has generated huge enthusiasm and demand, and now we are putting the industrial system in place to scale quickly. Our Model e team has moved with speed, focus and creativity to secure the battery capacity and raw materials we need to deliver breakthrough EVs for millions of customers,” Farley said.

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Overall, Ford is playing to hit the following goals for late 2023: 270K Mustang Mach-Es for America, Europe, and China; 150K F-150 Lightnings for North America; 150K Transit EVs for North America and Europe; and 30K of an all-new SUV for the European market.

Ford’s full press release can be accessed here.

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Investor's Corner

Tesla showrooms picked clean ahead of Q3 end as demand looks strong

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Credit: @thaichiminh1907/X

Tesla (NASDAQ: TSLA) showrooms have been picked clean ahead of the end of the third quarter of the year, as demand looks to be strong and delivery estimates for new vehicles are pushed into late 2026 and early 2027.

Tesla appears to have sold out of many of its Model 3 and Model Y trim levels in the United States, as only the Model Y RWD and Model Y All-Wheel-Drive are available for delivery before the end of the year.

Additionally, many showrooms are either completely empty or void of all but just one demo unit within the buildings themselves in an effort to bolster what could be one of Tesla’s best quarters in vehicle deliveries in recent memory.

Additionally, when I spoke to the guys at Tesla Mechanicsburg two weeks ago, when I returned the Model Y L, their third hauler of the week had just arrived, and every vehicle on it, along with every vehicle in their delivery lot, was accounted for and had a name attached to it for delivery.

Tesla saw a 25 percent increase in deliveries in Q2 compared to the same quarter the year before. The vast majority of the 480,126 units it delivered, 467,762 vehicles to be exact, were the Model 3 and Model Y.

In Q3 2025, Tesla delivered 497,099 vehicles, once again a figure that was dominated by the company’s two mass-market vehicles. Analysts have unusually wide predictions for this quarter, likely because so many firms missed the Q2 delivery figure by such a substantial margin; Wall Street predicted 408,000 cars, while Tesla delivered 480,000.

Goldman Sachs has Tesla slotted for 435,000 deliveries in Q3, while JPMorgan said it anticipates 482,000. The median guess is about 449,000 deliveries for Q3.

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

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Watch Tesla’s “guardian angel” FSD feature take over for collision evasion

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Tesla’s Automatic Collision Evasion feature can be seen in one of the first owner videos of it in action.

Tesla owner Spencer (@scotsrule08) posted on Monday that the feature “worked flawlessly,” saying FSD reengaged itself just as he was about to hit a curb. Ashok Elluswamy, who leads Tesla’s AI team, shared the clip and wrote, “A guardian angel always looking out for you.”

The video arrives in the middle of a staged rollout. Tesla first shipped Automatic Collision Evasion with FSD (Supervised) v14.3.9 in software update 2026.27.6 earlier this month, which Teslarati covered as it reached cars. Update 2026.27.10, which began going out on September 19, carried the feature improvements with FSD v14.3.10, according to release notes tracked by Not a Tesla App. The newer 2026.27.11 build is now reaching another wave of vehicles.


The feature only runs on HW4 vehicles, and it requires an active FSD purchase or subscription with both FSD (Supervised) and Automatic Emergency Braking enabled. HW3 owners receive FSD v14.2 Lite in the same updates, but that build does not include collision evasion.

Tesla’s release notes describe two triggers. The first is an imminent frontal collision that braking alone may not prevent, in which case the car can activate FSD to steer, brake or accelerate around the hazard. That scenario is limited to highways below 85 mph, with no pedestrians or cyclists detected and no slippery road surface. The second covers a driver who appears inattentive, such as reaching into the back seat, or who seems to have switched off FSD by accident. Spencer’s curb clip appears to fall into that second category.

Tesla plans big safety improvements for Full Self-Driving v15

Once the system takes over, the accelerator is muted and light brake input will not cancel the maneuver. Drivers need to apply firm, deliberate steering force to take back control, and the car chimes to hand control back once the danger has passed.

Elluswamy recently noted that earlier hazard prediction, faster reaction time and better collision avoidance would arrive with FSD v15, the next major version.

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Tesla Roadster event gets delayed due to unfavorable weather

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Credit: Tesla

Tesla is delaying its event for the Roadster, moving it from this Thursday, October 1, to Thursday, October 15, due to unfavorable weather.

The company has said it has been tracking the weather for this Thursday closely with local meteorologists, and because the event can only be held outside, Tesla is making the call to delay it:

“We’ve been tracking the weather closely with local meteorologists, but given the severe conditions predicted & because this event can only be held outdoors, we’ve made the difficult decision to reschedule. New date is October 15. Additional details to follow.”

We are sure that this is bringing back PTSD for some Tesla fans, and we know it is not ideal, but this also reveals some things about the event. Tesla said that this can only be held outdoors, meaning it bodes well for the rumors that the vehicle could potentially hover.

Some believe that this was essentially confirmed by the FAA airspace restriction they were granted, but this could have been for a drone show or to keep drones from spying on the event.

Tesla Roadster is available for order once again following brief hold

The Roadster event has been long-awaited, and it is unfortunate that the weather is going to keep us all waiting a little bit longer.

The Tesla Roadster will be unveiled in Waco, Texas.

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