Trader 10

No, this isn’t like emission controls 50 years ago. ICE vehicles will still be around for at least another 10 years - maybe more. Buyers will have a choice and trying to ram BEV’s down the throats of those who aren’t ready to buy them will be a losing proposition for any automaker that chooses to do so. It doesn’t matter if ICE development is mostly complete - Ford and the other automakers can continue to sell their ICE vehicles indefinitely if the market is there. Until the BEV issues of poor range, slow charging, and high cost are overcome, ICE vehicles will remain popular choices.

I certainly have no inside information, but believe that Ford is waiting to see how BEV demand develops before making additional product plans. I don’t think consumer acceptance of BEVs will be as rapid as some on this forum think. I believe a large percentage of new vehicle buyers (maybe as much as 50%) will continue to buy ICE as long as they are available. Ford can't risk losing these sales.

Borg has maintained that there won’t be a BEV Escape - at least not before very late in the decade at the earliest.

BS and Maverick both came out after covid related supply chain shortages began. Further, new vehicles selling at or above MSRP is currently the norm. My point is that comparisons between brand new models and the old vehicles they are replacing aren’t apples/apples as many try to infer.

Yet another apples/oranges comparison inferring that pitting profitability of long in the tooth models vs. brand new ones is somehow valid.

I think we’ve discussed this before, but I don’t believe ST sales have ever been near 30% of Edge sales. Maybe 5 to 10%. (I’m referring to ST and not ST Line).

https://fordauthority.com/2022/08/2023-ford-mustang-mach-e-prices-increase-substantially/ Not surprising after the 2023 Lightning price jumps, but still eye popping.

That’s true - the issue I believe is cost. Mach E is a big price jump over the Edge and I’m sure the Explorer BEV will be priced higher than the Mach E. The BEV vehicles are unaffordable for a large section of Ford’s traditional buyers.

https://www.autonews.com/manufacturing/ford-discontinue-transit-connect-us-after-2023 Ford has cancelled plans to build the NG TC in North America.

And yet Civic outsold every Ford nameplate with the exception of F Series and Accord was bested by only it and Explorer (219,871).

I also like ordering exactly what I want but I don’t think most customers will have a mindset change. Given the opportunity most will buy something on the lot vs. waiting 8 weeks minimum on an order. Automakers that have stock available on dealers lots will take sales from those who don’t. They are claiming that they aren’t going back to the old way but how do you think Ford will react when the chip shortage is over and GM decides to try to take F150’s sales crown?

https://fordauthority.com/2022/07/2024-ford-mustang-to-be-revealed-at-detroit-auto-show/

The problem with the new batteries Ford has secured is the limited range and MachE has shown that customers want the extended range batteries.

My 2015 Edge was just recalled for the same issue. In typical fashion, it will be awhile before the issue is fixed. Ford says it hopes to have repair parts available in the 4th quarter 2022.

Escape order banks open in September so we’ll see it and Corsair soon. Maybe April for the 2024 Stang?

It’s probably going to be more difficult to get a Maverick built than a Bronco.

Edge Fusion They look to me like they share quite a bit including the IP.

I’m sure it does although most of the sales would be non U.S. as the U.S. C2 vehicles are on pace to sell less than 350k this year. Regardless, I doubt that economies of scale for a volume of 750K would differ much from 1 - 2 million, particularly when the bigger volume is spread over more models and countries which will require additional differentiation.

The Maverick does not benefit any more from economies of scale than did Fusion which shared its platform and most of its interior with the Edge. Nothing has $3K rebates now other than possibly the Ecosport. You’re comparing a brand new model to a neglected one that was long in the tooth which is apples/oranges. The Maverick is a very good vehicle, I wonder though if Ford is making any money on the base and XLT models that sell for less than $30K.

The current generation Escape does not have “drivetrain reliability” issues.

The plug-in tax credit is simply a transfer of tax payer dollars to the auto makers. The auto makers have fallen over each other the past year proclaiming their move to BEVs. There is absolutely no need for any subsidies for investments in EV’s.

Flippin’ houses as a side-hustle?

That makes sense especially given Bronco’s higher ATP’s.

Mach E won’t be able to sustain May’s sales volume as Ford can’t build that many - at least for another year or so. If I remember correctly, production is about 50K/year with half going to the U.S. Maverick sales are very impressive and Ford could probably sell twice as many if they could be built. However, it looks like the sales are coming at Ranger’s expense as Ranger sales have cratered. That has to be a bit concerning for Ford.

Ford is referring to it as all new. Borg is speculating over on GMI that the 5.0 hybrid has been cancelled which seems plausible given that it wont be available on the 24 model. Maybe a casualty along with the all wheel drive model.