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Ford leverages EV production head start against rivals in latest ramp

Credit: Ford

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Ford has announced a massive EV production ramp for this year, leveraging its head start compared to its traditional rivals.

Despite Ford entering the EV market significantly behind Tesla and even lagging General Motors, its vehicles have quickly overtaken its traditional rivals, making the Blue Oval the second most popular EV brand in the United States. Now Ford has announced its newest EV production ram, hoping to ensure its lead remains as more competitors enter the market in the coming years.

The latest EV production ramp aims to increase the production of Ford’s most popular models. The Ford Mustang Mach-E, the electric SUV which helped cement Ford’s EV lead after launching in 2021 and remains the brand’s most popular EV, receives the most substantial bump, while the F-150 Lightning and E-Transit subsequently receive more minor production bumps.

The production ramp of the Mustang Mach-E began last week and aims to double hourly production, with a year-end goal of an annual run rate of 210,000 vehicles. The F-150 Lightning, which will resume production on the 13th of this month, aims to triple annual production, an annual run rate of 150,000 vehicles, by the end of the year. The truck’s production ramp costs $2 billion across three Ford production facilities in Michigan, including its main production facility, the Rouge EV Center.

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The E-Transit receives a more conservative production bump, aiming for an annual run rate of 38,000 vehicles at the Kansas City Assembly Plant, which manufactures the Transit and the E-Transit vans.

Other popular models, including the Ford Maverick and the Ford Bronco Sport, are also receiving production ramps to help the Blue Oval stay ahead of demand for the popular, affordable models.

Ford’s latest electric vehicle production push is part of its larger plan to reach an annual run rate of 2 million vehicles by 2026.

The production bump follows Ford’s recently announced sales statistics for February, in which its EV sales jumped by 68%, helping the company grow its overall marketshare by 1.4%.

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Ford’s aggressive EV production ramp only becomes far more apparent when compared to its big-three siblings. General Motors, who beat Ford to the EV market with the popular Chevy Bolt model, has yet to introduce competitors to Ford’s Mustang Mach-E or F-150 Lighting and expects to begin production of its Chevy Silverado EV late this year. Those looking for a mid-size electric SUV from GM, such as the Chevy Equinox EV or Blazer EV, are forced to wait even longer, with both models coming sometime in 2024.

This isn’t to say that GM doesn’t have a production ramp planned at all. General Motors CEO Mary Barra has outlined that the auto group will produce 400,000 EVs “in North America during 2022 and 2023.” However, model-specific production numbers have not yet been published.

Stellantis brands are even further behind. RAM plans to introduce its first all-electric truck, the RAM 1500 REV, in 2025. Dodge has yet to reveal any EVs in a production-ready form. And Jeep, while recently introducing its first EV to Europe, is only slightly ahead of its sibling brands, with the first Jeep EVs coming to North America in 2025 as well.

Ford is set to remain a leader in electrification, at least compared to the other big three manufacturers, and potentially globally, and this significant EV production ramp will likely be critical to maintaining that position.

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What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!

Will is an auto enthusiast, a gear head, and an EV enthusiast above all. From racing, to industry data, to the most advanced EV tech on earth, he now covers it at Teslarati.

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xAI’s Grok approved for Pentagon classified systems: report

Under the agreement, Grok can be deployed in systems handling classified intelligence analysis, weapons development, and battlefield operations. 

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Credit: xAI

Elon Musk’s xAI has signed an agreement with the United States Department of Defense (DoD) to allow Grok to be used in classified military systems.

Previously, Anthropic’s Claude had been the only AI system approved for the most sensitive military work, but a dispute over usage safeguards has reportedly prompted the Pentagon to broaden its options, as noted in a report from Axios.

Under the agreement, Grok can be deployed in systems handling classified intelligence analysis, weapons development, and battlefield operations. 

The publication reported that xAI agreed to the Pentagon’s requirement that its technology be usable for “all lawful purposes,” a standard Anthropic has reportedly resisted due to alleged ethical restrictions tied to mass surveillance and autonomous weapons use.

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Defense Secretary Pete Hegseth is scheduled to meet with Anthropic CEO Dario Amodei in what sources expect to be a tense meeting, with the publication hinting that the Pentagon could designate Anthropic a “supply chain risk” if the company does not lift its safeguards. 

Axios stated that replacing Claude fully might be technically challenging even if xAI or other alternative AI systems take its place. That being said, other AI systems are already in use by the DoD. 

Grok already operates in the Pentagon’s unclassified systems alongside Google’s Gemini and OpenAI’s ChatGPT. Google is reportedly close to an agreement that will result in Gemini being used for classified use, while OpenAI’s progress toward classified deployment is described as slower but still feasible. 

The publication noted that the Pentagon continues talks with several AI companies as it prepares for potential changes in classified AI sourcing.

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Elon Musk denies Starlink’s price cuts are due to Amazon Kuiper

“This has nothing to do with Kuiper, we’re just trying to make Starlink more affordable to a broader audience,” Musk wrote in a post on X.

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Credit: Starlink

Elon Musk has pushed back on claims that Starlink’s recent price reductions are tied to Amazon’s Kuiper project.

In a post on X, Musk responded directly to a report suggesting that Starlink was cutting prices and offering free hardware to partners ahead of a planned IPO and increased competition from Kuiper.

“This has nothing to do with Kuiper, we’re just trying to make Starlink more affordable to a broader audience,” Musk wrote in a post on X. “The lower the cost, the more Starlink can be used by people who don’t have much money, especially in the developing world.”

The speculation originated from a post summarizing a report from The Information, which ran with the headline “SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms.” The report stated that SpaceX is aggressively cutting prices and giving free hardware to distribution partners, which was interpreted as a reaction to Amazon’s Kuiper’s upcoming rollout and possible IPO.

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In a way, Musk’s comments could be quite accurate considering Starlink’s current scale. The constellation currently has more than 9,700 satellites in operation today, making it by far the largest satellite broadband network in operation. It has also managed to grow its user base to 10 million active customers across more than 150 countries worldwide. 

Amazon’s Kuiper, by comparison, has launched approximately 211 satellites to date, as per data from SatelliteMap.Space, some of which were launched by SpaceX’s Falcon 9 rocket. Starlink surpassed that number in early January 2020, during the early buildout of its first-generation network.

Lower pricing also aligns with Starlink’s broader expansion strategy. SpaceX continues to deploy satellites at a rapid pace using Falcon 9, and future launches aboard Starship are expected to significantly accelerate the constellation’s growth. A larger network improves capacity and global coverage, which can support a broader customer base.

In that context, price reductions can be viewed as a way to match expanding supply with growing demand. Musk’s companies have historically used aggressive pricing strategies to drive adoption at scale, particularly when vertical integration allows costs to decline over time.

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Tesla Giga Berlin makes a statement of solidarity amid IG Metall conflict

The display comes as tensions between Tesla and IG Metall continue to escalate.

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Creidt: Andre Thierig/X

Tesla Giga Berlin is sending a strong message of solidarity amid its ongoing legal dispute with German union IG Metall.

In a post on social media platform X, Giga Berlin plant manager André Thierig shared an image of the facility’s lobby covered with a large banner that reads: “Progress. Innovation. Success.” He added that the slogan reflects what the facility has stood for since Day One.

“Our lobby at Giga Berlin covered in a huge banner these days. Progress. Innovation. Success – this is what we stand for since we started production in 2022 and how we will go into our future!” Thierig wrote in his post on X. 

The display comes as tensions between Tesla and IG Metall continue to escalate.

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The dispute began after Tesla accused a union representative of secretly recording a works council meeting at Giga Berlin. Tesla stated that it filed a criminal complaint after the alleged incident. Police later confirmed they had seized a computer belonging to an IG Metall member as part of their investigation.

“What has happened today at Giga Berlin is truly beyond words! An external union representative from IG Metall attended a works council meeting. For unknown reasons he recorded the internal meeting and was caught in action! We obviously called police and filed a criminal complaint!” Thierig wrote on X at the time

IG Metall denied the accusation and characterized Tesla’s move as an election tactic ahead of upcoming works council elections. The union subsequently filed a defamation complaint against Thierig. Authorities later confirmed that an investigation had been opened in connection with the matter.

Giga Berlin began production in 2022 and has since become one of Tesla’s key European manufacturing hubs, producing the Model Y, the company’s best-selling vehicle. The facility has expanded capacity over the past years despite environmental protests, labor disputes, and regulatory scrutiny.

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