Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — Investor Day (July 2022)
51 slides from Ford Mtr Co Del's investor day presentation, Jul 21, 2022
Slide 1: Ford logo
Slide 2: Marin Gjaja, Chief Customer Officer, Ford Model e
Marin Gjaja Chief Customer Officer Ford Model e
Slide 3: Ford+: Distinctive products and solutions
Distinctive products and solutions + I O r d ele Always-on relationship with customers + Ever-improving user experience +
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Slide 5: 600,000 EV Production Run Rate
600,000 EV Production Run Rate 270,000 150,000 150,000 30,000 Mustang Mach-E Transit EVs F-150 Lightning § New Mid-size SUV North America, Europe & China North America & Europe North America Europe Expected run rate by late 2023
Slide 6: Brand consumers think of when considering an EV truck
me) ae| No. 1 Brand consumers think of when considering an EV Truck
Slide 7: F-150 Lightning Favorable Opinion
F-150 Lightning T4h4% Favorable Opinion 2nd in full-size pickup segment only to F-150 internal combustion » among industry shoppers
Slide 8: F-150 Lightning customer orders new to Ford brand
F-150 Lightning 5 O VW of customer orders new to Ford brand
Slide 9: Favorable Opinion, 1st in segment among industry shoppers
Bh Favorable Opinion 1stin segment among industry shoppers
Slide 10: Retail customers new to Ford brand
of retail customers new to Ford brand
Slide 11: Lincoln
LINCOLN 11
Slide 12: • • •
• • • 12
Slide 13: Customer stories on the F-150 Lightning
“Schmidt and his wife, Alicia, planned to buy a BMW or Audi for their family of three. They were intrigued by electric vehicles. Once the range on the Lightning reached 300 miles, Nick Schmidt said, that was the tipping point…” “…Schmidt traded in the Tesla Model 3 that he picked up near Toledo in 2
Slide 14: Half of consumers intending to buy a car will choose EV or hybrid
Half of the world’s consumers who intend to buy a car in the next two years say they will choose an EV or Hybrid According to research publishe yy Ernst and Young 14
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Slide 17: U.S. fleet managers plan to add electric vehicles
of U.S. fleet ~ managers plan to - | — add electric vehicles 7 \ - within two years=" se : 4 sree Z - — (Source: Ford Pro) = Se ji ¥ - *Among commercial owners who don't alread arena )
Slide 18: We are upgrading our digital and physical experiences across ownership
We are upgrading ' ourdigitaland =. | ow physical experiences across ownership
Slide 19: Ford EV Growth Rate Outpaces Global Industry
Ford EV Growth Rate Outpaces Global Industry 2021-2026 Compound Annual Growth Rate Source: Internal Forecast Global Industry EV: Source: S&P Global Mobility Powertrain Forecast, June 2022 a ¢ 2 = & c xe} s 3 2 3 9 a a Q s > z = a a Q 2 oO a EV Market Share 2021 2026 2029 | Global Industry ICE Global
Slide 20: Breaking Constraints to Ramp EV Production
Breaking Constraints to Ramp EV Production 600K ® 10x 2021-2023 60K@ 2021 2023 *Not to scale, targets are year-end run rate 2MMe 33x 2021-2026 2026 20
Slide 21: Lisa Drake, VP EV Industrialization
Lisa Drake Vice President, EV Industrialization Ford Model e
Slide 22: Ford+
Ford+ Distinctive products and solutions + Always-on relationship with customers + Ever-improving user experience + 22
Slide 23: We've achieved 100% of 2023 Battery Capacity
We’ve achieved 100% of 2023 Battery Capacity 600,00 EVs 60 GWh Supply Secured
Slide 24: Introducing a second battery type to our EV portfolio
@& To meet this demand, Ford is introducing a second battery type to our EV portfolio 24
Slide 25: Supporting our plan to ramp up production
Supporting our plan to significantly ramp up production for customers and reducing delivery times > 6B 6B 6B 4B 6B 6B 68> 6B 6B 6B 6D 66D 6A in Gis Gis iis cfs ci ci ci ri ci ci cil of » GB AB AB 4b 4b 4 4 An 4 44> 4 4B, Ar
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Slide 27: LFP Batteries
LFP BATTERIES are designed to provide customers many years of operation with minimal loss of range ie. O=0) 27
Slide 28: Up to 15% Bill of Material savings compared to NCM
10 to 15% Bill of Material savings compared to NCM
Slide 29: Standard and Extended range batteries
STANDARD EXTENDED #47| BH) FF [FH FF FH P CM | roar 4 mm 4 aes @ Ge om oo: SE com
Slide 30: LG Energy Solution
@LG Energy Solution 30
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Slide 32: LG Energy Solution: Mustang Mach-E and E-Transit
@LG Energy Solution Mustang Mach-E and E-Transit
Slide 33: SK On: F-150 Lightning and E-Transit
f SKE F-150 Lightning and E-Transit
Slide 34: GWh Annual Capacity
GWh Annual Capacity CATL China SK On United States LG Ener Solution J Poland SK On Hungary Not to scale. Battery source country
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Slide 36: Ford has sourced 70% of battery cells needed through 2026
Ford has sourced 70% of the battery cells we need to support our EV production plans through 2026
Slide 37: CATL Global Strategic Cooperation
/CATL Global Strategic Cooperation
Slide 38: GWh of installed LFP capacity annually in North America
40 GWh of installed LFP capacity annually in North America starting in 2026
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Slide 40: Ford+
Ford+ Distinctive products and solutions + Always-on relationship with customers + Ever-improving user experience + 40
Slide 41: Annie Liu, Executive Director, Ford Model e Purchasing
Annie Liu Executive Director Ford Model e Purchasing
Slide 42: North American Cathode Production
North American Cathode Production
Slide 43: Localizing Key Parts of the Battery Supply Chain in N.A.
Localizing Key Parts of the Battery Supply Chain in N.A. Locations TBC Hl EcoPro eh 40GWh Kentucky Te BlueOval SK Tennessee Te BlueOval SK Louisiana 6 q Syrah Resources Li Compass Minerals Nevada Li ioneer ._ 43
Slide 44: Ford is building a global EV supply chain
Ford is building a global EV supply chain
Slide 45: Deals for Lithium Supply by 2026
Deals for Lithium Supply by 2026 . Australia Liontown
Slide 46: Deals for Lithium Supply by 2026
Deals for Lithium Supply by 2026 i Australia [Li | Hontown Argentina 3 Rio Tinto
Slide 47: Secured Most of the Nickel We'll Need by 2026
Secured Most of the Nickel We’ll Need by 2026 Off-take and Processing: Vale Canada PT Vale Indonesia & Huayou Cobalt BHP 28 Ni
Slide 48: Globally Diversified EV Supply Chain
Globally Diversified EV Supply Chain Raw Materials 28 Vale 3 Ni | Canada Li 28 PT Vale 3 Ni | Huayou Li ____J_ |ndonesia 28 BHP 3 Nj | Australia Li 3 Liontown 6 Li | Australia Cc EcoPro ioneer Nevada Rio Tinto Argentina Compass Minerals Utah Syrah Resources Louisiana Cell Supply CATL 40GWh China Nor
Slide 49: Ford logo
Slide 50: Forward-looking statements
Statements included or incorporated by reference herein may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on expectations, forecasts, and assumptions by our management and involve a number of r
Slide 51: S&P Global Mobility materials notice
“The S&P Global Mobility reports, data and information (“S&P Global Mobility Materials”) referenced herein are copyrighted property of S&P Global Mobility and its subsidiaries (“S&P Global Mobility”) and represent data, research, opinions or viewpoints published by S&P Global Mobility, and are not r