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Harley Lover

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Harley Lover last won the day on January 28

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  1. Nautilus is built (and sold) in China, perhaps different (local) suppliers with different metrics? Do you know Nautilus sales figures in China (I don't)?
  2. This is a reach for an explanation, but perhaps the anticipated sales figures for the Navi do not allow Ford to hit a volume figure for the screen that is satisfactory for the supplier - maybe Ford need the added volume of the Expy to hit the supplier's required volume?
  3. I guess this means the model that we've seen covered in the spyshots (the 3 row vehicle) that has gotten woeful feedback in consumer clinics has been consigned to the scrapheap, and Ford is doing a full on redesign/greensheet with lessons being learned from the skunkworks project currently underway.
  4. Doors are an expensive item to differentiate between platform mates; it's most likely a cost issue (i.e. not worth the added cost to have different door for the Expy and Navi).
  5. Mods, the word "alleges" should be added to the subject title. Otherwise, the title is simply parroting the allegations of the lawsuit as being true, when, in the OP, an expert explains the fallacy of the central allegation of the lawsuit.
  6. Another one bites the dust: https://www.macrumors.com/2024/02/27/apple-cancels-electric-car-project/
  7. I'm not so sure about that. Look at how close the union vote was to accept the eventual contract. There are a lot of people who, for whatever the reason, are not doing well financially (particularly in the 20-35 group). Fuzzy posted in part: I think there is much truth in that. I'm not defending the thought process, merely observing that it's there and perhaps pervasive among the younger group. The inflation of recent years has only exacerbated things.
  8. It doesn't show that at all. BOC and the battery plants might represent expenditures of cash, but in terms of profit/loss, they are depreciable assets that do not fully contribute to Model E losses. Most of Model E's losses are being generated by the operation of the Lightning plant in Michigan and the Mach E plant in Mexico (presumably both plants' operation costs are being billed to Model E), and obviously by the loss leader sales of those 2 products.
  9. Re: Hydrogen. If I recall correctly, the Japanese government provides significant incentives to its OEMs to develop hydrogen tech for vehicles. I *think* the same is true of South Korea. Perhaps the Japanese (and maybe Korean) governments already have in place (or are planning) a significant hydrogen infrastructure for their country's vehicle fleets? I could see a geopolitical angle to such an emphasis, as it would diminish their reliance on imported fuels. Not saying any of this is true, just speculating.
  10. Nope. Detroit show has been moved back to its former timing in January. Next show is in 2025.
  11. My point is simply that Ford does not appear to have enough (engine/tranny HEV/PHEV) supply to add a C2 based Edge/Nautilus with hybrid and PHEV. Adding BS HEV/PHEV might make the most sense if supply were accessible, as that volume might give Ford more bang for the buck in terms of impact on CAFE.
  12. Unless Ford are able to significantly improve supply of the battery/tranny/engine for hybrid and PHEV, that's a zero sum game. Current evidence is that Ford can't keep up with existing product offerings (Maverick/Escape).
  13. You need to update the fleet details in your signature!
  14. Perhaps indirectly - it's much more likely the Ford models upon which the Lincolns are based might be making a pivot towards enhanced hybrid capabilities, and the Lincoln models are just along for the ride.
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