Project T3 EV Truck Will be Built at Dearborn Truck Plant / REVC

[TaxmanHog]

Admin Edit:

Source: UAW Agreement with Ford (October 2023)

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[Pioneer74]

Next gen Lightning is in Tennessee. What is coming to the REVC is supposed to be totally different than the next gen F150.

 

[TaxmanHog]

Yes, that's what the article said, I didn't want to change the misleading headline from the article, the state of journalism in the 21st century.

 

[sotek2345]

Yes, that's what the article said, I didn't want to change the misleading headline from the article, the state of journalism in the 21st century.

I thought it was the other way around - the Tennessee was the T3 / Non-F150 electric truck.

 

[TaxmanHog]

I'm suspecting a true GEN-2 F150 body on frame Lightning to fill the gap of their original plan to get Tennesee up and running, note the declining sales, and recent news that a reduction of investments in new plants is at hand, obviously the new plant is already a work in process, but who knows if they will bring T3 out in 2025 as originally intended!

 

[sotek2345]

I'm suspecting a true GEN-2 F150 body on frame Lightning to fill the gap of their original plan to get Tennesee up and running, note the declining sales, and recent news that a reduction of investments in new plants is at hand, obviously the new plant is already a work in process, but who knows if they will bring T3 out in 2025 as originally intended!

Yeah - that makes sense.

 

[Pioneer74]

I'm suspecting a true GEN-2 F150 body on frame Lightning to fill the gap of their original plan to get Tennesee up and running, note the declining sales, and recent news that a reduction of investments in new plants is at hand, obviously the new plant is already a work in process, but who knows if they will bring T3 out in 2025 as originally intended!

The plan that was told to me by engineers is this.

Next gen Lightning launches from Tennessee.

DTP is shut down and retooled, REVC stops production.

KCAP is retooled after DTP launches.

REVC retooled for new EV truck.

The new truck at REVC is a shocker. Nobody knew another vehicle was being sourced there, so the design of whatever it is, probably isn't close to being finalized.

 

[djwildstar]

Interesting.

I suspect that this means that T3 production will begin at REVC alongside 2nd-gen Lightnings, and that both will move to Tennessee when it comes online. On page 10 there’s a bullet point that REVC employees will have the right to transfer to Tennessee.

The timing of the Tennessee plan start-up was always weird to me - with the plant opening sometime in 2025, the first vehicles off the line would be in mid-model-year at the earliest. There are always delays, so waiting for TN to be ready means that Ford might miss a big part of the 2025 model year. And I expect 2025 will be a big year for EVs.

So it makes sense to start building the 2025 EV trucks at REVC and transfer production when Tennessee is ready.

 

[TaxmanHog]

Admin Edit:

Source: UAW Agreement with Ford (October 2023)

Thank you for the updates with more detail on EV production.

 

[FordVideoGuy]

If you look at the wording at REVC. It says continue F150 Lightning Production through its product lifecycle. Similar wording is found on Edge plant and Escape plant. Two models we know are ending. Then says add new EV truck. Sounds like T3 could get built at REVC.

But I thought Ford mentioned T3 production to be done at new EV plant in Tennessee. But they don't mention the new plant in the UAW agreement.

 

[Pioneer74]

If you look at the wording at REVC. It says continue F150 Lightning Production through its product lifecycle. Similar wording is found on Edge plant and Escape plant. Two models we know are ending. Then says add new EV truck. Sounds like T3 could get built at REVC.

But I thought Ford mentioned T3 production to be done at new EV plant in Tennessee. But they don't mention the new plant in the UAW agreement.

The new plant technically doesn't exist with regards to the contract. There are no represented employees working there yet.

 

[Pioneer74]

Interesting.

I suspect that this means that T3 production will begin at REVC alongside 2nd-gen Lightnings, and that both will move to Tennessee when it comes online. On page 10 there’s a bullet point that REVC employees will have the right to transfer to Tennessee.

The timing of the Tennessee plan start-up was always weird to me - with the plant opening sometime in 2025, the first vehicles off the line would be in mid-model-year at the earliest. There are always delays, so waiting for TN to be ready means that Ford might miss a big part of the 2025 model year. And I expect 2025 will be a big year for EVs.

So it makes sense to start building the 2025 EV trucks at REVC and transfer production when Tennessee is ready.

No new product will be built at the REVC before Tenesee comes online. The transfer agreement is in regards to the employees currently building the Lightning. We have transfer rights to the Tennessee plant because they are assuming production of their current product.

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