DETROIT — Ford Motor Co. is delaying the beginning of manufacturing of battery-electric variations of the Explorer and Lincoln Aviator crossovers by roughly 18 months and now not plans to construct them in Cuautitlan, Mexico.
Ford knowledgeable suppliers in a memo this week that the autos, beforehand code-named CDX746 and CDX747, at the moment are slated to enter manufacturing in December 2024 as applications U759 and U760.
A replica of the memo was obtained and reviewed by Automotive Information.
The automaker initially deliberate to start output in mid-2023, suppliers say.
Moreover, Ford knowledgeable suppliers that the autos are being moved from the Cuautitlan meeting plant to a yet-to-be-determined location, in accordance with the memo.
Ford North America COO Lisa Drake, in an interview Friday, declined to touch upon plans for the upcoming Explorer and Aviator EVs, which Ford has not confirmed.
Nonetheless, Drake stated that Ford now plans to dedicate the complete Cuautitlan plant to Mustang Mach-E manufacturing, and plans to scale as much as 200,000 Mach-Es there yearly by 2023. Output will start to ramp up in 2022.
The brand new timeline might make the merchandise main bargaining chips within the subsequent UAW and Unifor contract negotiations in late 2023, though ready to find out the place to assemble them till then would give Ford solely a couple of 12 months to organize.
The autos have been set to be Ford’s subsequent main EV choices after the F-150 Lightning arrives within the spring of 2022.
Ford teased a picture of a prototype Explorer EV in a vendor assembly this 12 months, in accordance with folks within the room.
Ford CEO Jim Farley has aggressively expanded Ford’s electrification plans since turning into chief govt in October 2020. He advised Automotive Information final month that Ford deliberate to extend its world EV manufacturing capability to 600,000 autos yearly over the following 24 months.
The brand new manufacturing timing for the Explorer and Aviator EVs would fall simply exterior of that timeline.
Ford has stated it hopes to have EVs signify 40 % of worldwide gross sales by 2030.