“We're going to be installing 60 -- 40-gigawatt hours in North America.”

In context

“d? And should we worry about large losses from EVs in the near term over the next few years as the EV volumes increase materially over the next few years? James Farley: Well, thank you, Emmanuel. I will say there's not going to be a lot of guess work at Ford because we will financially report our businesses independently of each other. So it will be all out there for everyone to see. I don't know about others. But at Ford, it will be extremely transparent. I'm not going to get into specifics because I think this is such a material topic. We need to spend time on it. We can't rush to this. I will tell you that in the quarter, our announcement for LFP bringing that to North America is a big deal from a profit standpoint. That is a very important chemistry on our road map for profitability. We're going to be installing 60 -- 40-gigawatt hours in North America. That's a lot. And we are not going to wait until that installed capacity is here. We're going to be bringing those batteries to our highest volume vehicles like next year. So that's one, but there's distribution. There's the size of your battery. You're engineering for low labor content. And I just don't think we're going to do justice such as series and important topic in the earnings call. But you can expect a lot of engagement with Ford on this, and this is an incredibly important focus. This is one of the reasons why we created Model E, to be laser-focused on profitable electric vehicles. And again, you'll see it all. John, do you want to add any comments on the segmentation reporting? John Lawler: No. In segmentation reporting, you'll see exactly where we're at between the 5 busines”