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slemke

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Everything posted by slemke

  1. Slightly short of 100%. Hard to say if that is optimistic or not. It will depend on the supply chain, government incentives, and infrastructure. Lots of variables. Beyond that, acceptance may be slow. It’s been 40 years since I had read and been told the V8 was dead. I never would have guessed the small block Chevy would still be around and competitive.
  2. Other than Ram, the full size truck market share of Nissan and Toyota is abysmal. No real share to be gained there. Stellantis “the hellcat people” will survive long enough on hemi power to make the transition. Ford has done the heavy lifting to show them how it is done. Curious as to what the GM anti-lightning campaign will be until they come out with their own eSilverado and eSierra. GM: “You really do need one last V8 before they are extinct” Customer: “Fine, I’ll get a hemi.”
  3. Continuous revenue stream from services. Should be good for the bottom line, stock price, and customers. It is also another selling point Ford will have over competitors.
  4. The battery in my car dies every 3 years also. It’s great when it dies a few weeks short of the 3 year free replacement...6 years out of one battery. Then I replace it. The screen and electronics behind it should last for a decade or more once they get beyond the infant mortality stage, which would be well within the bumper to bumper warranty. Newer screens all use LED backlighting so they should last longer than the ones with fluorescent backlights.
  5. Or they are adding a coupe to the Mach-e lineup. No reason to believe they won’t coexist similar to the F150 and Lightning.
  6. Renasas expects to have their fab back to full capacity by the end of May. That is likely wafer starts, so another quarter or two after that for final chips. Extra supply from other fabs will come as auto manufacturers increase the price they are willing to pay. it has gotten many out of the big rebate and incentive to move the metal game.
  7. I would think regular cab is more popular with commercial buyers, which may be more likely to want a Lightning. It used to share the same wheelbase with supercab 6.5’ and super crew 5.5’, but now is a couple inches shorter. Supercab may be next as it shares the same wheelbase as the super crew 5.5’ bed.
  8. Depends on which version of the 10R it gets. Probably the 10R80, so maybe it gets more torque. The 2.7 in the Bronco gets another 10-15 over the F150. I could see the 3.0 getting close to 450.
  9. Platinum is 365, ST and Aviator are 400. The new trim level gets the v6 also, but I don’t recall which tune.
  10. It was 15A not too long ago. I had to request a 20A circuit for the garage when I had my house built. Builders won’t put in anything more than code unless the buyer purchases an upgrade. Often, though, there is a service panel in the garage so running an additional 30-50A circuit may not be a big deal. But 80, 100, or 125 would require upgraded wiring from the service entrance if it isn’t in the garage like it was on my old house. But that was only 100A service and was built in the early 90s. Many homes will need some fairly expensive electrical upgrades for reasonable at home charging.
  11. I would say long distance towing at that. A landscape trailer or even a car hauler to the local short track are all doable. The lightning struck a good balance of functionality and price. I think it will do well and as the lineup expands, sales will increase. I was surprised there wasn’t a 2wd offering.
  12. He means you can install one at your house creating your own filling station. That’s good for local trips, but may cause some range anxiety if you aren’t comfortable using the tools to charge up when you can.
  13. Toyota’s aren’t exactly cutting edge either. But they are low cost to produce. For all of Ford’s focus on cost cutting, they have little to show for it. End result is failure in cost competitive locales. Even in the US, Ford pulled out of the car sector where margins were the tightest.
  14. It all comes down to cost reductions. Automobiles are generally low margin...10% or less. Manufacturers look for any way they can to save a few cents on each unit. Outsourcing parts to the lowest bidder without any concern for second sourcing or keeping parts local should not be a surprise. Throw in a fire at a major supplier and you have a recipe for trouble.
  15. Or not. When the trip computer comes back with the estimated range of under 100 miles, it may come back with a vengeance. The operator will know they have to stop more often and have little room for error. May not be an issue along the coasts, but out in the rural areas, where charging stations are farther apart, I can see some anxiety. Particularly if the wind changes and all of a sudden you have a 30 plus mph head wind. The extra time to charge may become problematic also.
  16. Same scale tech that is built into the regular F150. Should have realized the technology was a preview feature of the Lightning.
  17. Sounds like my brother. Non-stop from KC to MN. No eating or drinking so he doesn’t have to stop.
  18. Wow. Probably should have pulled the plug on it 5 years ago. I doubt higher margin suvs would have solved the problem...just made it less painful. 30% discounts and heavy fleet sales just to keep the factories open. Brazil may have been another straw breaking Fields back. Most of the decline would have come under his watch.
  19. Yes, but the volumes may not have justified the additional cost of multiple sources. I’m sure it looked very good until the plant fire. What I’m wondering is how long it will take Ford to integrate multiple chips and modules to reduce cost. On the Mach-e tear down there was an interesting comparison on the number of chips in it vs a Tesla.
  20. The lightning is using SK’s 9-1/2-1/2 NMC cathode pouch cells mfg in Commerce,GA: http://www.koreaherald.com/view.php?ud=20200810000683 Seem to be leading edge delivering better energy density and faster charging than the 8-1-1 cells. Also, they are lower cost due to the lower cobalt content. I couldn’t find any additional info on the cell specifications.
  21. Quite possibly close to 50 miles, depending on trailer aerodynamics, terrain, and speed. Take epa highway, divided by Ike gauntlet mpg the divide range by that and you’re right around 50 miles = 300/(24/4). I’m interested to see how much range the Ike gauntlet requires. The downhill portion could significantly recharge the battery. Provided the system doesn’t overheat and battery current needs to be limited.
  22. Or use aluminum service run. That’s what the electricians around here use unless you want to pay more. 2-2-2-4 at a $1.5 per foot. Or step up to 1/0-1/0-1/0-2 for $2.5 and support 125A in the future. might as well get the transfer switch and break out the loads you want backed up when having a charger installed. At least Ford and GM are going the mobile power wall route. It won’t be long and others will join.
  23. At over 9000lbs that is one heavy beast. It could go through tires like the original went through diesel. I wonder how long it will be before regulators put a stop to this.
  24. It will be interesting to see the response over the next couple days and how many are ordered. With government incentives, the XLT is competitively priced with conventional mid tier trucks. Should be a good around town vehicle. Range is limited for road trip use.
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