Not sure, considering you can't even order one right now, my bet is they'll be in pretty high-demand, at least in the near term future. They received 200,000 reservations. Said they're capable of producing 150,000 per year once they reach full production rates. I think I heard only 15,000 or so made it in for the 2022 model year. That means they still have 185,000 outstanding orders that are being pushed back to 2023. If 150,000 is the max, that means they won't be able to even fulfil all of the original reservations in 2023 either. Given, I would assume there will be cancellations that likely will put them pretty close. But, if you really need the ONLY EV "work truck" on the market and haven't placed an order for one yet, that means the earliest you are likely to get one will be a 2024 model year, maybe towards the end of 2023. So, it's going to be roughly a 1 1/2 year wait if you decided today that you want one. That's still a pretty long wait.
Rivian only has around 70,000 reservations. They're not capable of producing that many by the end of 2023. Thus, even if it worked, it's another one that's not available to someone wanting an EV truck.
The Silverado will be the same story. Won't be released until late next year.
So, demand for an EV truck is going to be pretty strong for AT LEAST the next year. Even if Toyota and others announce new EV trucks, those too are going to be at least two years out.
Ford has a golden opportunity to really capture the market with what is effectively already an outdated truck being a body on frame design, knowing that in a couple of years, an all new one will be released. But, being that they're using the same chassis and swapping out ICE parts for EV parts, they're cost to produce them is likely quite low, relatively speaking. Despite that, they're still able to charge over $70,000 on nearly all of the orders.
Ford has to love being Ford right now. They're going to make a fortune on these things. Customers that don't get stuck with a "no sell in 1 year" clause will likely benefit as well. "guessing" at least a 20% premium. After the 10% customers will have paid in sales tax and license fees (give or take), still will be able to make a tidy profit on them for a while.
$80,000 Rivan's are selling at $125,000 plus. They are more niche and more limited supply, so I don't think Fords will these that kind of margin. But, 20% will likely be the norm. May 30% for the first few that get offered. In about 5 years, we might finally get back to a "buyers market" again. But for now and the next 3+ years, way more demand than supply across the board, thus all that can produce something, will do well.