Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — Goldman Sachs Global Auto Conference 2021
12 slides from Ford Mtr Co Del's conference presentation, Dec 3, 2021
Slide 1: Lisa Drake, Goldman Sachs Global Auto Conference
Lisa Drake Chief Operating Officer, North America Goldman Sachs Global Auto Conference December 3, 2021
Slide 2: Disruptive Technology Allows Us to Leverage Foundational Strengths
Disruptive Technology Allows Us to Leverage Foundational Strengths to Build New Capabilities – Enriching Customer Experiences and Deepening Loyalty. CUSTOMER EXPERIENCE FOUNDATIONAL ENHANCED EXPANDED TAM STRENGTHS CAPABILITIES & VALUE CREATION Iconic Electric Integrated Hardware Nameplates and Softw
Slide 3: Winning Plan To Lead In Electrification
Winning Plan To Lead In Electrification Icons In Key Volume / Modern Tech Fit-for-Purpose Fully Competitive Highly Flexible Profit Segments Stack Unrivaled In Architectures / Multiple Battery Costs / Scale Manufacturing Expertise Scale Cell Technologies And Suppliers
Slide 4: Leading The EV Revolution
Leading The EV Revolution iv: New products that iV Advanced battery ivi Volume growth “deliver unparallel digital chemistry experiences BlueOval SK se. [i=] STILL? 7 cs BlueOval Intelligence Ky Power Aa Teeanisit Lincoln Intelligence System Vi Closed-loop and localized ‘4; World-class manufacturing
Slide 5: New Products Winning With Customers
New Products Winning With Customers High demand; E-Transit pilots underway 22K sales year to date (U.S.) Nearly 200K reservations with Penske and National Grid ~70% of customers new to Ford ~75% of customers new to Ford Production begins this year Features Ford Pro in-house charging Launched Decembe
Slide 6: 240 GWh Of Battery Cell Capacity Globally By The End Of The Decade
240 GWh Of Battery Cell Capacity Globally By The End Of The Decade 140 GWh In North America; Remaining GWh Split Between Europe, China
Slide 7: Battery Pack Cost
Battery Pack Cost Examples: Manufacturing improvements/ Recycling Further Targeted Efficiencies $100 kWh $80 kWh / Mid Decade 2030
Slide 8: Ford EV Manufacturing Across NA
Ford EV Manufacturing Across NA
Slide 9: Key U.S. Site Considerations
Key U.S. Site Considerations Size Shovel Ready Infrastructure Capabilities Buildability Central Location Cash Grants State Funded Training Center New Job Credits Training Grants Low Property Taxes Strong Technical College System Competitive Utility Rates Workforce Building Experience
Slide 10: Our Footprint
2 4~ - 2m. > . > - -s.” ~~ i we Our Footprint Choices Enable Us to Be Leaders in the ere lution An opportunity to build the most. innovative, modern products in the most technologically advanced factories Enable EV vertical integration and flexibility Commitment to environmental sustainability and d
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