I don’t see the EV market making an about face any time soon as far as marketability and volume of larger more expensive EVs, so a 6 month delay is just wasting time. Either do the 3 rows as planned and live with it or kill them now. The new ones would almost certainly be made at Cuatitlan though not Hermosillo.
I seriously doubt they’ve done much tooling yet for OAC. I guess it’s possible they wait and do the new EVs in OAC but Cuatitlan seems to make more sense especially given the low price point, but that depends on what they decide to do with the other plants.
The Chinese edge with the high tech interior and hybrid powertrain would do well and would be far less of a commodity than Escape. It just needs to be shorter and retain the fastback sporty styling.