Despite being crazy (or I should I say, it drives me crazy) about Michigan Football, there’s a number of other things that I enjoy reading about.
One of these pertains to electric vehicles. Do I think electric vehicles have a future? Absolutely. Do I think electric vehicles will ramp up as fast as people/investors expect? No. I think it will be a gradual ramp, with plug-in hybrids seeing greater adoption. PHEV sales in Germany already reflect this - http://ev-sales.blogspot.com/2020/10/germany-september-2020.html
Anyways, there’s an interesting thread on a Ford Mach E (Ford’s first mass market electric vehicle), that I thought was interesting - https://www.macheforum.com/site/threads/mustang-mach-e-presentation-inside-mexico-plant.1928/
One little nugget - “The area is divided into two parts: Trim, where the interiors of the unit are installed, and Chassis that takes care of the exterior parts as well as mechanics. The new line of high voltage batteries has 75% automatic processes. Finally, it takes 7 hours and 247 people for each shift for a vehicle to be completed at a rate of 20 units per hour.”
I have a tangential connection to the automotive supply chain - 20 jobs an hour is a decent place to start, but if you’re shooting for 70-100K units a year, you need to get that to at least 35-40 (I think?).
Exciting to see what Ford is doing here.