[_ea1k]

I don't know why he used the term "efficient batteries". I don't really know what that means and basically agree with you. Ford doesn't have great driving efficiency, but it doesn't matter as they've solved for that by using a really big battery.

However, they seem to be severely limited in production capacity due to the limited number of cells available. Right now, everyone other than Tesla seems to be hitting that issue, and Tesla is at least a year ahead. More if they can actually get the 4680 lines running on schedule, but that's a big if.

[fomine3]

So using too much battery for car (or shortage of gigafactories) is current primary problem because EV production is constrained by battery supply, isn't it?

[_ea1k]

Yes, but "too much battery for car" is subjective. The Mach-E has more range than its closest competitors, so they could have used fewer cells and remained competitive.

[matthewdgreen]

There is enough battery capacity to build plenty of Ford Mach-E's. But Ford can't afford to spend $100,000 to manufacture a $50K car, nor can they use recycled laptop batteries that make the car 1000lbs heavier. The problem here is sourcing batteries that are weight- and cost-efficient, and Tesla has been investing heavily in the production of such batteries.