I guess its this: an electric transit supervan? You were right on the spoiler, it was on the mach-e.
https://www.cnet.com/roadshow/news/ford-pro-electric-transit-supervan-race-car-goodwood-debut/
My guess is due to covid and supply chain issues, and cost they went from a blank sheet redesign to an evolution of the s550 platform. Hence no AWD, hybrid, etc.