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Everything posted by akirby
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Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
They exited segments where the competition drove down prices on ubiquitous products to the point they aren't profitable enough to bother thanks to Ford's higher than average platform costs. It's not just competition. There is huge competition for F series and they compete just fine because F150s are not anonymous blobs and they've optimized the platform costs over multiple decades. With this truck Ford seems to have the lowest cost outside of the Chinese and it's not a boring blob. Completely different situation. -
Very nice!
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Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
It's only a priority if they have a product that needs to go there. I think they planned to close it a couple times and just never pulled the trigger. I think the cost to remodel was pretty high. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
And some would be wrong. None of Ford's trucks can rightly be called boring not even Maverick. That's why they were able to raise prices. More direct competition might lower ATPs slightly but I don't see a big sales drop. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
Crossover. The sedan is for sure flat rock unless they move the coupe and shut it down. Cuautitlan might handle all 3. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
ExplorerDude hinted at it very strongly and it makes sense. -
Slate Auto Raises $650M as $25K Electric Pickup Nears Launch
akirby replied to rmc523's topic in E.V. Central
I forgot it was Bezos. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
It does for what the Edge ended up as which was expensive to build and lacking a hybrid powertrain. Instead they'll replace it with a mustang crossover offering high performance and styling. Had they moved it to C2 with updated styling and a hybrid powertrain like Nautilus then I think both would still be in Oakville. You can get away with higher costs if you're not in a competitive segment like Maverick and Bronco sport. But when you're competing with 8 other blobs you better have super low build cost if you want to make money because the price pressure from the Koreans and Nissan is relentless. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
Yet revenue and profit stays the same or goes up. That tells you everything you need to know about those vehicles. -
Both Valencia and Cleveland produce the 2.3L so it's probably limited to one or the other.
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Experience with 2025+ Nautilus
akirby replied to BoomerSooner's topic in Lincoln Motor Company Discussion
Remember it's an E-cvt not a regular cvt. It's more like a traditional transmission. -
When you click the like button and an ad pops up before you can select an emoji that's too much.
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Slate Auto Raises $650M as $25K Electric Pickup Nears Launch
akirby replied to rmc523's topic in E.V. Central
Just wait until they find out exactly how much companies are willing to pay for that anonymized data. -
Well this is a new one. Good that it only affects 1500 vehicles, but also puzzling since the range is 3 vehicles over 2 years and that's the base engine.
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Adblock pro working very well on my ipad
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Expansion of a previous recall for 18-22 models
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That article is about oems selling in china. And it doesn't account for all of the various subsidies including battery production and other suppliers and raw materials. They also inflate sales with artificial demand which lowers unit costs. When 35% of your income comes from the gov't that's huge. Selling in China is one thing. Selling in foreign countries is entirely different and nothing is stopping the chinese govt from doing more subsidies on top of what they were already given. That's not to say they don't have cost benefits from other things as mentioned, but that is clearly not the entire picture.
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Oh but they've already gotten over $230B in subsidies from the chinese govt who has also encouraged massive overproduction. Combine that with China's subversive activities and it's easy to see where they might try to take over foreign markets by selling at or below cost. And the govt would gladly apply more subsidies to help with that.
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I'm 63 and would easily take an EV truck since I only use it as a spare vehicle and to make lumber and HD runs. But we're not ready to go EV on our main vehicle for road trips. I know it can be done but I just don't want to worry about finding a charger especially in remote areas. If I had extra garage space I would gladly have an EV daily driver and keep an ICE vehicle for road trips.
