This past Monday, Ford announced a significant increase in production for its new all-electric Mustang Mach-E. The company’s new goal is to achieve an annual output of more than 200,000 units of the electric car by 2023. That would be nearly 3 times as many as were produced this year.
Ford CEO Jim Farley made the announcement on Twitter, stating “It’s hard to produce Mustang Mach-Es fast enough to meet the incredible demand, but we are sure going to try.” These new production numbers are set for North America and Europe only, meaning most of the cars will be coming from the Cuautitlan plant in Mexico. Ford produces their Mach-E for the Chinese market as part of an agreement with Changan, which is most likely why the market isn’t included in Farley’s statements.
In order to create the capacities for these increased numbers, Ford apparently will need to adjust the production planning for the Mexican plant. Most notably, this means withdrawing the planned production of two electric SUV series from Mexico: the all-electric Ford Explorer and Lincoln Aviator. Instead, these models will be built at a new location in late 2024 rather than the originally planned mid-2023.
Lisa Drake, COO of Ford North America, has already foreshadowed these manufacturing considerations in an interview last week. “We had previously contemplated building an additional electric vehicle down there in Cuautitlan but our first priority right now is to scale production of the Mach-E given that demand,” Drake said. “Our production system is very flexible by design, and we’ll utilize multiple North American plants as we build out our future North American lineup.” However, Drake did not hint at where the Explorer and Aviator might be built in the future.