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Trader 10

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Everything posted by Trader 10

  1. Correct. Btw, why was the thread on the report of the Oakville EVs being delayed shut down? The post silvrsvt referred to was a Ford Authority article dated Feb 9th. The one I linked to was published today.
  2. https://fordauthority.com/2024/03/three-row-ford-explorer-ev-likely-delayed-amid-pivot-report/
  3. To be fair, let’s see how sales go over the rest of the year. Although promising, one month could just be an anomaly.
  4. No they’re not. Costs of assembly plants and battery plants are capitalized over many years (probably 20 to 30).
  5. 500 mile range is a requirement before I buy an EV. From what I’ve seen, batteries shouldn’t regularly be charged beyond 80% which takes range down to 400 miles and that’s with perfect conditions. Cold weather probably takes range down to around 300. Also, have you noticed how fast traffic moves on rural interstates? Speeds are 75 mph and higher which will quickly sap range. Even with higher ranges you still have the issue of slow charging compared to filling a gas tank in 5 minutes or less.
  6. Hell, a full sized truck makes a locomotive look small. Looks like my truck - Area 51 2022 XLT all wheel drive with 4k towing.
  7. I didn’t say they did. I did say that the excess capacity at C2 plants could be at least partially be filled by a new Fusion but Fords huge investments in EV development has sapped it of funds for new ICE vehicles.
  8. The Maverick isn’t compact. It’s longer and about the same width as the Edge and about the same length as Explorer. Focus ATPs never reached that $25k point you mentioned, but the Fusion did. The C2 platform certainly has the ability to underpin mid sized vehicles. The next gen Edge would have been built on it.
  9. Please list the 2024 25k sedans that have $3 to $5k in incentives. The Fusion was seeking with those kind of incentives at the end of its life but you’re making an apple/oranges comparison between a vehicle at the end of its life cycle and a brand new vehicle. I believe a C2 Fusion would garner ATPs that at least match Maverick’s.Hybrid only, XLT as the base model. Look at Honda Accord for example. A local dealer has 9 in stock listing from $33k to $40k and no rebates. A new Fusion would likely share a lot of commonality with the Maverick and Escape including the drivetrain. Ford certainly has the excess capacity to build 75 to 100,000 but has chosen to invest its money elsewhere (EVs) which obviously hasn’t worked out as hoped.
  10. Remember that Ford in October announced it was postponing $12 billion in BEV investment. We have no idea what it would cost to postpone production another 24 months, but I don’t think it would be billions. It will cost billions to retool the plant and get the new models out. If the currently planned models aren’t competitive Ford will never make a profit building them.
  11. I don’t find it hard to believe given how strongly Ford has been signaling that it is pulling back in its BEV programs and how much the increase in the BEV selling pace has slowed the past year or so as the availability of ICE-vehicles has nearly returned to pre COVID levels. BTW - Borg is also saying that Ford will finally have a hybrid AWD Maverick for the 2025 model year. That’s good news.
  12. But other manufacturers are apparently having far less issues with sub manufacturers than Ford which would indicate more of a design issue and/ or not allowing subs to make reasonable returns to insure better quality.
  13. The “long term” is going to be a lot longer than the wishful thinking we have bombarded with by the EV zealots. Any word on when to expect the next generation Mustang BEV? Demand for the current model is going to get even worse when Oakville comes online with the new BEV model.
  14. No, hopefully by the end of next year all the tax breaks are gone. They’re just a transfer from the American taxpayers to the auto makers. There a bad idea at any time, it particularly so when we’re running annual deficits in the trillions.
  15. I think there’s a good chance the CX823 Escape never sees the light of day. It would seem to be one of the first casualties of Ford’s cuts to EV investments as it will be difficult for it to be profitable. All the EV programs are likely to be delayed given the cuts announced last week.
  16. https://fordauthority.com/2023/10/tentative-uaw-deal-includes-8-billion-investment-from-ford/ The possible new product at Flat Rock is intriguing although it would require far more than $50 million.
  17. I know the 3.0 was not new when the 500 was introduced - my 1996 Sable had the 3.0- I was referring to the motor’s deficiencies from its inception. The 500 used the CVT for the base SE and AWD versions. All other versions used an Aisin 6 speed automatic. That combo wasn’t much better than the CVT.
  18. There’s no doubt the new vehicles are incurring big costs but I don’t believe they would total $ 2 1/2 billion this year alone. Your analogy brings up another point. The cost of the new dealership would be capitalized, not expensed (probably over a 30 year period). This would leave a profit of $5 million less one year’s depreciation of $333,333. I’m not an accountant but I would imagine that a significant portion of the costs of the new vehicles will be capitalized over a several year period. If so, the losses look even worse since only a portion of the costs are being recognized this year.
  19. Of course they do. Ford says the Model E division will lose $2.5 billion in 2023, after it lost a total of 3 billion combined in 2022 and 2023. Apparently Ford is saying most of the losses are in research and development. You can’t just ignore them. Without them MachE, Lightning, and the E Transit don’t exist. The costs have to be apportioned to those models.
  20. Yep. If you have any doubts check out Ford’s Model E financials. By the way, I notice my local dealer group is offering rebates on all 12 of its Mach E’s in stock. $4250 to $9250.
  21. It’s a travesty that bureaucrats determine CAFE requirements. That absolutely should be done by elected officials. And so what if “they don’t do something”. So be it. To suggest otherwise is un-American.
  22. Those buying these first gen Mach-Es and Lightnings are going to get their heads handed to them when it comes to trade in time.
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