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I don't think ford will be able to build enough to meet demand. And ford dealers are going to price gouge the crap out of buyers. I have a friend of a friend who is a ford dealer and they are charging quite a bit over for regular F150's because of the chip shortage.


The chip shortage will look like nothing, once the EV ramp increases.

Batteries are always the bottleneck. Ford announced a 60GWh plant partnership, but that will only hold them over for several years of growth and is still a ways away from actually producing cells.




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