Based on two Tweets from Ford executives and some Excel calculations, an estimated 80,000 units of the Ford Mustang Mach-E could be sold in the US in 2023.
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Karl Henkel, a Ford communications executive shared that Ford will produce roughly 65,000 Mach-E EVs in 2021 at its Cuautitlán Assembly plant in Cuautitlán Izcalli, Mexico. Through November 2021, Ford has sold 24,791 Mach-E units and is on pace to deliver an estimated 27,000-28,000 for the year in the US.
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And in a Tweet from Ford CEO Jim Farley, he stated: “So starting in 2022 we are increasing production and expect to reach 200,000+ units per year for North America & Europe by 2023.”
It’s hard to produce Mustang Mach-Es fast enough to meet the incredible demand, but we are sure going to try. So starting in 2022 we are increasing production and expect to reach 200,000+ units per year for North America & Europe by 2023. That's 3x our 2021 output. ⚡️⚡️⚡️ pic.twitter.com/xSMbuHxdEN
— Jim Farley (@jimfarley98) December 10, 2021
So, plugging in the numbers suggests that US sales in 2021 will account for roughly 43% of global production. If we assume that Ford may increase slightly its allocation to Canada and Europe, US sales in 2023 might account for roughly 40% of global production. And assuming a gradual production increase in 2022 and 2023, Ford would sell an estimated 55,650 Mach-E units in 2022 and 80,000 in 2023.
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Of course, supply chain issues, competition, as well as government regulations and incentives in Europe, Canada, and the US may affect how Ford allocates the Mach-E to the different regions.