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bzcat

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bzcat last won the day on February 21

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  1. Couple of points: First, 18 miles EV range is an estimate like the original horsepower and torque numbers. We know how that turned out. Second, the estimate is for EPA range. There is no requirement in the US for PHEV to meet any EV-only range to get emission offset credit so there is no incentive for Ford to tune the software to extend EV only range at the expense of overall energy efficiency or battery longivity. In another jurisdiction, testing methods can (and will) yield different EV-only range without any changes. WLTP EV range is typically 10 to 15% better than EPA so 18 mile EPA could mean 20 miles in WLTP before Ford tweak the software.Ford can easily change the software to extend EV range. In fact, the choice of lower power motor than some competitor like Porsche is probably a design decision to deliver 50km EV only range in China. Third, to further expand on #2, performance and range are the two sides of the same coin in an EV. Ford can dial up one and dial down the other, and vice versa. It's a decision to can be changed from market to market, and for different applications. Fourth, the beauty of PHEV and EV is battery's physical size is not the sole limiting factor in range (storage size). Ford may have engineered in future power increases once more energy dense cells are available to meet Ford's price point. Tesla Model S hasn't been resigned since it went on sale but battery storage size (measured in kilowatt hours) have increased roughly 30% since it came out. Tesla has mostly given the extra kw/h to extract better performance but as noted in #3, they could have also kept the performance identical and just extended the range. The fact that they went for performance tells you something about the vast majority of people buying expensive EVs.
  2. Exactly what I was thinking... Bronco is basically the original concept for Explorer (Ranger based SUV), so Bronco Sport is a great name for the 2 door, and Bronco Sport Trac a nature name for the Bronco pickup truck that's been rumored about. Baby Bronco will have approximately 0% chance of sucking... Ford doesn't really miss on trucks and SUVs. I like Bronco Scout or Scout... both are pretty good name. The unibody truck can be called Bronco Courier or just Courier. Bronco Adventurer is a mouthful and will result in people calling it the "Small Bronco" or "Baby Bronco" which is the worst case for Ford in terms of branding and model differentiating. We are calling it Baby Bronco as almost a term of endearment. That won't be the case when regular people starting calling it that way. "Baby" anything is almost a negative when it comes to consumer products.
  3. These are the additional variants of Model E platform. It's unclear right now what Ford plans to do with Rivian's platform.
  4. Haven't thought about the 4WD angle but that's a good point. F600 will also continue to benefit from investment in Superduty which 650 lacks. So #1 and #3 are all upsides for Ford with little downside. #2 is a bit ambiguous but certainly plausible for 600 and 650 to coexist as you mentioned.
  5. The question here is who buys F600 - is it... 1. Buyers that would otherwise opt for F550 2. Buyers that would otherwise opt for F650 3. Buyers that would otherwise opt for a competing product If it is #1, then the higher cost to Ford probably pays for itself. If it is #2, then I think this will ultimately cripple the medium duty business for Ford. If it is #3, it is all gravy. My guess if Ford's market research tells them they have an opportunity to up-sell F550 buyers and also make Chevy's MD launch more difficult - so a combination of #1 and #3. I don't think they would peruse this strategy if they believe their own MD business will be in jeopardy.
  6. I believe this is the first time we've seen product codes assigned to the bigger EVs.
  7. The unibody pickup truck started as a Transit Connect truck but I believe it has morphed to something more like Baby Bronco truck. Not much difference in engineering since they are all C2 but the styling probably will look more SUV than van and that makes a lot of sense. The name is a bit difficult to tease out. I think Bronco Sport may actually be the 2 door Bronco rather than Baby Bronco. And that will make your Sport Trac theory a lot more solid too.
  8. My prediction is Model E or MACH E will be sized close to Edge and starting MSRP around $50k. Ford is planning to use VW's MEB for smaller EV so the Escape sized on priced under $40k will come later.
  9. Because the rest of the Expedition line up are using truck trim levels: XLT ==> Lariat ==> King Ranch ==> Platinum ==> Limited The "Limited" on Expedition is out of sequence. It is supposed to the Lariat.
  10. The question is why Limited is there instead of Lariat.
  11. That's the logical answer but not conducive to internet forum rumor mongering. 🤪
  12. Good question... maybe the Mustang hybrid is a 48V mild hybrid and not a full on parallel hybrid. You don't need that many batteries to give the 5.0 V8 a little power boost. On the new Audi and Mercedes with 48V system, the battery is in the trunk. I think Ford's 48V system that it is rolling out in Europe is similar.
  13. Porsche Cayenne E-hybrid: 455 hp / 516 lb-ft MSRP $81,100 BMW X7 50i: 456 hp / 479 lb-ft MSRP $92,600 Mercedes GLS550: 449 hp / 516 lb-ft MSRP $95,750 Lincoln Aviator GT: 494 hp / 630 lb-ft MSRP $68,800 (Black Label GT is $87,800) Most power, most torque, lowest starting MSRP... do we need a jury to deliberate?
  14. 2016 Tacoma was a heavy facelift of the 2005 Tacoma. Toyota discontinued the SWB frame and made some minor revision to the LWB frame. The low rider suspension was discontinued along with regular cab. The extended and access cab are carried over with new facia, new fenders, and minor interior update. You can tell the cab was the same because for example, it has the same awkward driving position as the 2004-2015 Tacoma, and all the windows are the same. It did have new engine but only the V6. The I4 carried over. It was about the same amount of revision that Ford did to the 1998 Ranger, which was basically a heavy facelift of the 1993-1997 Ranger. It certainly wasn't all new, and neither was the 2016 Tacoma.
  15. RRS PHEV has 2.0 I4 just like Volvo XC90 T8. They are not competitors for Aviator GT. There is also a size difference - Lincoln is much bigger than the other two. RRS and XC90 are using I4 PHEV drivetrain to try to match the performance of a conventional V6. Aviator is using V6 PHEV drivetrain to match the performance of a conventional V8. The closest competitor to Aviator is Porsche Cayenne e-hybrid, which has a similar drivetrain (however, Cayenne is midsize and lacks 7 seats option), or Mercedes GLS 550 (4.7 V8), and the upcoming BMW X7 xDrive 50i (4.4 V8).
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