Ann: Lake and Ford sign non-binding MoU for lithium offtake, page-52

In 2021, the Ford Motor Company sold about 3.9 million vehicles to dealers and distributors worldwide.10 Feb 2022

Last year, Ford sold 726,004 F-150s
The Ford F150 makes a gross profit margin of $10,000 to $13,000/vehicle. It sells 800,000 F150s each year, for a profit of $8 billion or more on just the F150s.

The 2022 Ford F-150 Lightning electric truck will cost anywhere from $39,974 to upwards of $95,000 with every available option

Tesla
AUSTIN, Texas, January 2, 2022 – In the fourth quarter, we achieved production of more than 305,000 vehicles and deliveries of over 308,000 vehicles. In 2021, we delivered over 936,000 vehicles.

Ford has a pretty reliable, successful & profitable brand in F-150.
Albeit Rivian is competing in a similar market segment.
However keep an eye out for developments in US purchasing of EVs as I suspect that their mail delivery vehicle of choice could also go in this direction. Energy independence a fairly dominant narrative in these troubled times.