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Sherminator98

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Posts posted by Sherminator98

  1. 54 minutes ago, rmc523 said:

    Escape was one of if not the top seller in the segment for a long time until more recently Rav-4 and CR-V have run away with it.  Sure Ford has split the segment with BS/Escape, but Honda and Toyota also have the HR-V and Corolla Cross now, and Rav4/CR-V sales have still skyrocketed past Escape.

     

    The HR-V and Corolla Cross are actually longer then the Bronco Sport by 6 and 1 inch respectively and they aren't as off road capable as it

     

    1 hour ago, bzcat said:

    Wouldn't surprise me if the CE1 replacement is call Explorer Sport instead of Escape - assuming Farley actually has a plan to replace the big Explorer (he doesn't right now). Remember, the MEB Explorer EV sold in Europe was originally going to be a worldwide model with the US version going to Oakville under Hackett... so Explorer Sport name likely was going to be used for the US market for that car. Farley pulled the plug on MEB in the US once he became CEO.

     

    Maybe they'll make the Escape replacement look like a Range Rover Evoque, more sporty boxy looking vehicle that doesn't look like the Bronco Sport. 

    I'm guessing the Explorer in its current form/platform will stick around for another 10 years or so. There is major refresh stated for 2027/28. I can see maybe an EREV being used on that platform also. 

    Given that EVs in the US have been up-ended and I'd expect the EU to give car makers a reprieve (short of them screwing their manufacturing base by allowing Chinese EVs in) for five years or so, I see EV not being majority of the market till late next decade.  

     

  2. 34 minutes ago, Bob Rosadini said:

    IMO you have identified the  reason for the Tahoe's success.  If Ford offered a V-8 in 150 or Expy they would do better.  And to take that one step further make that a 6.8/7.3.  I think the complexity of the Ecoboosts, as well as the Coyote scare some departments away vs the simplicity of the GM V-8's.

     

    Again were talking about  Tahoe vs 150/Expy.  No doubt in most services the "new" Explorer does the job.

     

    How can you define that the Tahoe PPV is "successful" when GM doesn't even break out sales numbers (as far as I can tell) for it?

  3. I finally drove my Mom's 2020 Escape-I was cracking up because it was about 90-95% identical (IMO) to my wife's 2024 Bronco Sport in feel and interior materials. The ride was slightly softer (longer wheelbase) but otherwise there really wasn't much different between them.

     

    The thing that annoyed the living crap out of me was the piss poor placement of the engine start button, it was placed on the side of the center console at nearly 90 angle to the driver...I saw Ford relocated it to the lower part of the dash on the refresh. 

  4. 26 minutes ago, Rick73 said:

    If this wasn’t the case, why wouldn’t Ford and other companies build as many as possible on their existing equipment that is already operational?  If you already have the plants and capacity, why not utilize them fully at 100% capacity unless the company loses more money the more vehicles they make?  

     

    Because you can't just flip a switch and make it happen like that. There is no supply chain built up for EV manufacturing like there is for ICE products

    Batteries are expensive now, but prices are coming down because the supply of them is increasing (economics 101), due to having more battery plants making them. 

     

    Ford needs another assembly plant (IMO which eventually lead to another being closed) to transition to making EVs because it allowed for the battery plants and other things to be built locally with it instead of being stuck with the configuration of existing plant that might not have the room to have a battery plant or whatever near it. 

     

  5. 4 minutes ago, morgan20 said:

     

    If you're lookin' at the Model e part of Ford's last income statement, you should not conclude that EV's are killing auto mfrs., especially Ford.

     

    The head honcho said that Model e and the skunkworks within it are "separate from the Ford mothership. It was a startup."

     

    Many people fail to realize that Model E has lots of start up costs (BOC and battery plants) and that is why its completely in the red. 

    • Like 1
  6. 1 minute ago, Rick73 said:


    The underlying trend in that data that should be most concerning for EV supporters is that rate of growth has been decreasing for many years; not just last year.

     

    What are you smoking? 

     

    2024 Data: EV Adoption is Still on Pace in the US

     

    What we aren't seeing is the extreme growth numbers that Tesla had about 5 years ago that other manufactures where afraid of missing out on. 

  7. 2 hours ago, DeluxeStang said:

    I like this idea of the affordable EV truck having some sort of bronco tie in. But it will all come down to how it looks. The Ford three row was meant to be called explorer, and ended up ditching that because it apparently looked like a wedge on wheels. 

     

    Ford may have found a way to make boxy styling work with their areo requirements, but that's a big if. I have this feeling these affordable EVs will be very radical looking, and won't really look like other Ford models. If that's the case, I don't see it being able to support the bronco name. 

     

    IMO I think lots of information about the 3 row EV has been conflated with information about other products from reading in-between the lines with the cadence of other products like the Explorer. 

     

    That is also why I kind wonder about the CE1 program too-its being reported that it is going to be a pickup between the Ranger and Maverick, but we already have a larger pickup in the form of T3 and I don't see much sense in that unless its some sort of Bronco affiliated product, given the market acceptance of EVs currently. 

     

    Also I don't think Louisville is going to get an EV product either and the battery plant is for HEV/EREV Super Duties for the other plant near there. 

     

    My bet is that BOC gets EV products for the time being and Louisville gets ICE/hybrid products that replace or are in addition to the Escape/Corsair being built there.

     

    Hopefully we hear something about Ford's path Forward by Memorial Day 

  8. 21 minutes ago, bzcat said:

    The strategy makes sense since those are the products that Ford can still wring profits from. It's hopeless for Ford to try to compete with Yaris, Corolla, Prius, RAV4, Highlander, Siena, or Camry. But it can still quite effectively compete with Tundra, Hilux, Tacoma, 4Runner, Prado etc. 

     

    Also, I believe Farley senses weakness with Jeep and Land Rover brands as their owners are distracted. He wants to establish Ford as the alternative go-to brand globally for rugged vehicles before Haval gets there first. 

     

    Ford essentially has 4 core products/families and so any products that are based on these platforms and are associated it with it by marketing is in Farley's mind "not boring" and will be safe. 

     

    • F-Series sub-brand: F-150, Raptor, Lightning, Super Duty, Expedition, Navigator
    • Transit sub-brand: Transit, Transit Custom, Transit Connect, Transit Courier (and their Tourneo twins)
    • Mustang subbrand: Mustang coupe, Mustang convertible, GTD, Mach E, supposed sedan, 4x4 coupe (Mach 4?)
    • Ranger family: Ranger, Raptor, Everest, Bronco, Dadao, Yuhu, Baodian

    Everything else must have some sort of tie in with the 4 core products or they are in the "boring camp" and likely to be dropped:

    • Explorer ICE/Aviator: Ford has no plans to replace it (and the EV replacement is already cancelled)
    • Edge/Nautilus: Will is still be around if Ford ends up reducing its line up in China like it did elsewhere?
    • Escape/Corsair: Boring! 
    • Equator/Equator Sport: see Edge/Nautilus
    • Explorer EV/Capri: DOA
    • Mondeo/Zephyr: Who really thinks there is a future here? 
    • Focus: Already sentenced to death
    • Fiesta: RIP
    • E-Series: Dinosaurs survived and became birds... E-series may sprout wings and fly one day 😂
    • Puma: Saved because it shares platform with Transit Courier
    • Bronco Sport: Saved by riding Bronco coattails
    • Maverick: Saved by approximation/association with Bronco Sport

    I don't know how Farley plans to market the upcoming low-cost EV platform and the low-cost compact ICE from India but chances are they will have some sort of tie in with the Core 4. 

     

    I'd say the Explorer sticks around in some form...it been its best name plate for the past 30 years and generally has a good reputation 

     

    The low cost EV (Pickup and Crossover) I'm guessing get roped into Bronco family, which is more important for the NA market then the Ranger. I'd also assume the low cost EV will replace the Mach E at some point and maybe the coupe Mustang when it can't be an ICE product anymore. 

  9. 1 hour ago, mackinaw said:

    I recall when U.S. population topped 200 million in 1967.  We're now at 340 million, and climbing. In fact for 2024, the U.S. had the biggest population growth increase in two decades.

     

    https://www.census.gov/library/stories/2024/12/population-estimates.html#:~:text=The U.S. population reached 340.1,0.99% between 2000 and 2001.

     

    Net International Migration Drives Highest U.S. Population Growth in Decades

     

    Quote

    The growth was primarily driven by rising net international migration.

     

     

     

    The Demographic Outlook: 2024 to 2054

     

    Quote

     

    Fertility

    CBO projects fertility rates on the basis of its assessment of historical trends and other factors. For the 20 years before the 2007–2009 recession, the total fertility rate was 2.02 children per woman, on average. After peaking at 2.12 in 2007, the rate has generally fallen, largely because of lower fertility rates among women ages 15 to 24.1 The rate equaled 1.64 births per woman in 2020 and rose to 1.67 in 2022 (the most recent year for which data were available when the projections were made).

    In CBO’s projections, the total fertility rate remains at 1.67 births per woman through 2024 and then rises as fertility rates increase among women ages 30 to 49. In CBO’s assessment, that increase in fertility rates occurs, at least in part, because some of the decline in fertility at younger ages stems from delayed childbearing. By 2034, the total fertility rate is projected to be 1.70 births per woman, where it remains through 2054.


    59697-home-Demographic.png

     

    Long term the popluation is going to shrink because of age and people having less children to replace the ones dying off. 

    • Like 2
  10. 11 hours ago, mackinaw said:

    Absolute nonsense.  This is the law of the universe:  Boy meets girl, they fall in love, marry, and start a family.  They buy a SUV too, to haul the kids around.  That's the way it's always been, and always will be.  

     

    https://www.pewresearch.org/social-trends/2024/07/25/the-experiences-of-u-s-adults-who-dont-have-children/

     

    Quote

    And the share of U.S. adults younger than 50 without children who say they are unlikely to ever have kids rose 10 percentage points between 2018 and 2023 (from 37% to 47%), according to a Pew Research Center survey.

     

     

    • Like 1
  11. On 1/16/2025 at 11:36 PM, atomcat68 said:

    The Blue one just looks better to me. Maybe it's the wrap on the blue one that hides the lines and if that's the case then I won't like this car. The blue car looks less space ship-ish to me. I hope it doesn't have that front executed the same way as the white one.

     

    The thing that comes to mind to me was the first generation Zephyr concept compared to the production. The shape was the same, but the details were different. On that one, they took what I thought was a sexy concept and made a so-so car out of the production.

     

    Well the white one is a concept and the Blue one is a production vehicle, but I can see the design influence in it from the concept. 

  12. https://www.thedrive.com/news/nearly-half-of-young-americans-dont-want-to-own-a-car-survey

     

    Quote

    At least a third of participants in every region replied that they were somewhat willing, willing, or very willing to no longer own a car. In the United States, 44% of respondents said they were ready to give up car ownership. For context, the survey’s lowest figure is 35%, which is attributed to Autobahn-loving Germans. At the other end of the spectrum, a whopping 70% of the folks surveyed in India would prefer a MaaS solution.

     

  13. 14 hours ago, DeluxeStang said:

    It was apparently just a hybrid s650. But no one knows if it's moving forward or not. A hybrid mustang has been something Ford's talked about since like the late 2010s, yet never seems to come to fruition. 

     

    I think the biggest issue with a Hybrid setup for the Mustang is how does it fit as a performance vehicle. 

     

    Using the Ranger PHEV as the Hybrid setup for the Mustang, you have 275hp with 509 ft lb of Torque with the R10 transmission

     

    The Ecoboost Mustang is rated at 310 HP/315 ft lbs and I'm not sure if a huge increase in torque would be a good selling point for a Mustang.

     

    You have the rumors of FWD/AWD setup, so using the Nautilus as base line-the two motors on that add 60HP to the base Ecoboost. 

     

    So if you use the Nautilus style Hybrid motors on the Mustang, you'd get around 400HP-but would the additional weight off set any performance gains? 

     

    Just using these two examples, I don't see a reason for Ford to use a hybrid setup in the coupe Mustang unless they are forced too.

    A hybrid setup would be a far better setup for a Sedan or off road influenced Mustang, if they ever come about. 

  14. https://www.motor1.com/news/747639/ford-wants--to-be-porsche-of-off-road/

     

    Quote

    At the 2025 Detroit Auto Show, the head honcho told Automotive News he wants to turn Ford into the "No. 1 undisputed off-road brand in the world." He even went so far as to say the Dearborn automaker aspires to be the "Porsche of off-road." The objective is to grow Tremor, Bronco, and Raptor into stronger brands so that off-roaders can account for more than the 20 percent share registered in Ford's total sales last year.

     

     

  15. 10 hours ago, rmc523 said:

     

    No, Zephyr would be C2 and basically brought over as-is (adhering to local regulations, of course).  I used "Continental" as a placeholder name for the Mustang 4-door-based model - I wasn't proposing a C2 continental.

     

    We more or less already had that and it was built at Flat Rock too. 

     

    Lincoln Continental - Wikipedia

  16. 5 hours ago, 02MustangGT said:

    It’s not due to CAFE either according to Said Deep (it’s due to supply constraints if you recall).  Folks can speculate all they want, but Ford would gladly sell every Mustang (Mach-E included) they can build.  There are many factors for the decline in sales for an “all new model”.  

     

    So since you want to use facts here:

     

    Mustang sales the past couple of years:
    https://www.goodcarbadcar.net/ford-mustang-sales-figures/
    image.thumb.png.a0d2984d46260cf55a88b4ea4e996b4a.png

     

    Mustang Sales from last month:

    image.thumb.png.cd15a32058873d9632217850b821071e.png

     

    So if Ford didn't experience Supply constraints last month, the would have actually sold about 3-4K more Mustangs (using December 2023s numbers) this past year vs 2023s yearly total. 

     

    What this all boils down to is manufactured outrage using the Mach E as ammunition when it was just a fluke month that screwed yearly sales totals up.

    As for the CAFE comments-Mustang sales have been on a downward trend since 2015...so depending on how the CAFE enforcement has changed since then, that would just add smoke to support that fire.

     

     

  17. 5 hours ago, atomcat68 said:

    I do think they did a good job with the production car though. I think it would have been like the old ZDX disaster if they made it like the concept. The production fits the Acura design language much better.

     

    Not sure what your talking about..the concept is almost identical the production vehicle?

    Acura Performance EV SUV Concept rear 3/4

  18. 3 hours ago, akirby said:


    I should hope so.  They let Subaru and BMW do the manufacturing and all the heavy lifting on the design and engineering.  They’re Toyotas in name only.

     

    Subaru is more or less controlled by Toyota, so lets call a spade a spade....and you have to really wonder how profitable a RWD platform is that only sells 25K units a year. The have a different cost structure then most US makers, but even other companies that are selling mainstream cars give up on them if they sell in low numbers like that (Kia Stinger for example)
    The Toyota-Subaru partnership is a lot more involved below the surface

    At least in the Mustangs case, the vast majority of the engineering work has been paid off because they are more or less using the same platform for 20+ years now. Yeah its been updated and given a tune up over those 20 years, but most of the big buck items are amortized already. 

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