The EVs were originally slated to be produced in Mexico, according to the tipsters, but it's not clear why production would shift to Flat Rock beyond its recent $850 million investment. The timing suggests this isn't the Mustang-like SUV -- that's due to appear much sooner, in 2020.

Ford declined to comment, citing a policy against talking about future vehicles.

The brand hasn't been shy about stepping up its electrification plans. On top of pouring money into manufacturing, Ford is making at least one EV based on VW's platform, investing in Rivian to produce another EV and has otherwise made clear that its future is electric. However, it wasn't certain that Ford would have much variety in its all-electric cars. It appears ready to offer more than just one or two models, and it's willing to include Lincoln in these early stages of EV adoption.