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akirby

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Everything posted by akirby

  1. The data doesn’t support that conclusion. The data says people are driving less in EV mode and more in ICE mode than expected. Period. That could be caused by not charging but could also be because people are simply driving more miles per day than estimated as I already pointed out,
  2. No because the conclusion is that people are not plugging in their PHEVs. Has nothing to do with how effective it is at saving gasoline. If all it measures is percentage of time in EV vs ICE then it’s not accurate. If I drive 20 miles per day and charge every night I’m 100% EV so I must be plugging in. If Texasota drives 200 miles per day and charges every night he’s only 10% EV. But he’s still plugging in. There isn’t enough data to prove whether people are or are not plugging in nightly.
  3. I said 2025+ meaning future models too. The fact that warranty costs are down significantly plus all of the recent problems identified very quickly only affecting a few thousand units say they’re headed in the right direction. Of course it doesn’t guarantee future success but this is how process changes work. That is not negated by finding new problems that occurred before the process changes were put in.
  4. This is a concerted effort by Ford to find and fix as many issues as possible. Almost all of these are past offenses. It speaks badly about the last decade of production but it should help a lot going forward. I wouldn’t be concerned unless the 2025+ vehicles start getting big recalls (not little ones that only affect a few thousand vehicles - those mean the process is working.).
  5. Because they have good low cost platforms shared with Hyundai so they can focus more on top hats ands new EVs. Had Ford moved to global c2, cd6 and T6 15 years ago and not wasted so much money on interim/duplicate platforms and not been so aggressive with ecoboost and done hybrids across the board and started ce1 earlier then Ford would be in a better position to do more frequent refreshes.
  6. They did t promise anything, they estimated. Then post Covid inflation and other factors significantly raised their material costs. Did they take advantage of market conditions to raise prices even further? Probably. Who wouldn’t in that situation? Doesn’t change the current market or Ford’s market share.
  7. Now you’re just trolling because you can’t be that thick headed. This is a temporary situation caused by the aluminum shortage which should be resolved in 6 months or so. They don’t know the exact timing because they don’t know exactly when supplies will return to normal nor do they know what the inventory situation will be when that happens so they don’t know which vehicles will get priority. REVC will restart Lightning production at some point in the near future. Reading anything else into those statements is ridiculous.
  8. This is exactly how you improve quality. Give it a rest.
  9. Agreed but you can’t cherry pick one model or one market segment. Kia has more money to spend on utilities and cars because it doesn’t build 1 million full size trucks and SUVs.
  10. Bentley sold 13k vehicles in 2023. Globally. Asia Pacific which includes Japan was 2K. And half those sales were the SUV not the coupe.
  11. Those market predictions were based on $40k pricing and based on government EV mandates. All of that changed. Sales will increase as batteries get better and cheaper and more people embrace EVs. It’s successful within the current market - it’s not Ford’s fault the market changed.
  12. Such a small market - hardly seems worth the effort.
  13. Meanwhile Kia completely ignores full size trucks, SUVs and commercial trucks and vans. i know people don’t like hearing this but corporate budgets are a zero sum game. If you allocate funding and resources to one area another has to get cut. Right now F series and Ford Pro along with CE1 are the priorities.
  14. Good grief. Ford’s statement was perfectly clear and the author chose to misinterpret it, then did it again after Ford’s clarification. At best it’s piss poor journalism. And just because the EV truck market segment is small doesn’t mean Lightning isn’t a great product. Two neighbors have them and could not be happier. It’s everything that’s great about F150 just with an EV powertrain. If they were able to sell them for $40k sales would probably double.
  15. And they must use the ICE to charge the battery when driving from the suburbs to the city so they can use battery in the city.
  16. Is it possible it takes more resources for the larger trucks - less sharing withe the smaller ones? And a much smaller market I presume. They know the competition and must not think there is enough potential profit to justify the investment. And it’s obviously not hurting the rest of their commercial business.
  17. By selling more F150/250/350/450/550/600/750, Transit, E-transit and all the other transit vans and subscription services than anyone else. Surely that covers at least 90% of the market. You're too hyper focused on the big trucks.
  18. We’re not going to continue beating this dead horse that has already been beaten at least 10 times about big trucks and chicken tax. Bolt comments only please.
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