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Legacy automakers have long insisted that there was no consumer demand for EVs. This doesn’t seem to be the case at the moment, at least if one of the EVs in question is a pickup truck. Ford CEO Jim Farley recently told Automotive News that the demand for its new EVs has turned out to be two to three times what the company expected.

Ford has doubled its planned global EV production for the next two years to 600,000 units per year, and Farley says the company would increase it even more if it could. “Demand is two to three times what we expected, and so that capacity had to be doubled—probably tripled if we could, but we can’t. [For the Ford F-150 Lightning], when we first got together, we talked about volumes of 20,000 units a year. And I was like, no. So we capacitized something far north of 20,000, but it’s nowhere near the 160,000 units of demand we have today. Our reservations are approaching 200,000 units now, and we’re moving those reservations to actual orders.”



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