Trader 10

I doubt the new Escape is much more profitable than the old (before the chip shortage screwed every thing up). Production is still heavily biased to the SE models and the 2020 models had $3K to $5K rebates.

Add Superduty redesign.

https://www.autoblog.com/2021/10/05/2022-ford-maverick-first-drive-review/ https://www.cnet.com/roadshow/reviews/2022-ford-maverick-preview/ https://www.caranddriver.com/reviews/a37852234/2022-ford-maverick-drive/ https://jalopnik.com/the-2022-ford-maverick-is-an-honest-cheap-multitool-o-1847802688

https://www.autoblog.com/2021/09/29/ford-mustang-mach-e-fails-moose-test-evasive-maneuver-video/

The only significant change at that time was the new center stack with the large screen and Sync 4. The panel directly in front of the driver still has the same 2 screens on each side of the speedo (which was shared with the 2013 - 2020 Fusion).

https://fordauthority.com/2021/09/lincoln-zephyr-patent-images-suggest-final-model-will-match-concept/ Looks like the concept car to me. I like it.

I’m not sure what you mean by premium, but price-wise Escape and BS are very close when you add all wheel drive to Escape. In fact, the Escape S is more expensive than the base BS model as is the Titanium Escape when compared to the premium BS models.

Borg is saying that neither Puma nor Evos is coming to North America.

Ford can’t just build what it wants to, it has to build vehicles that can be sold at a profit. It has sold maybe 25,000 BEV vehicles to date (I’m not counting the EV Focus) - seems like a huge gamble to basically give up introducing new ICE vehicles in the short run. I don’t see enough BEV sales in the next 6 - 8 years to make this plan succeed.

The ST is 25% of sales? I would have thought more like 5%.

You make some good points. Ford has plenty of capacity to build a new Edge if they had decided to - the Escape plant could probably turn out 100,000/year and Flat Rock probably double that amount. Ford isn’t capacity constrained- the issue is excess capacity.

Borg is saying over on GMI that there is no PowerBoost scheduled for the Navigator.

No reason Ford cant do both. You keep trying to compare potential profit of Ford’s well past their prime sedans with brand new designs which is apples to oranges. You don’t think a class leading C2 Fusion wouldn’t have higher ATP’s than Maverick (and probably Bronco Sport also)? It really doesn’t matter I suppose with no new Fusion coming.

It is a terrible stat. You know what’s even worse? When 45% of your sedan buyers leave you for another brand when its time to buy a new car.

The point is, if the grid can’t handle electrical demand with basically 0% electric cars, what will keep it from collapsing when electric cars are a significant % of the national fleet?