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Trader 10

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Posts posted by Trader 10

  1. 1 hour ago, akirby said:


    Why does every iteration have to be 100% different and have ever increasing power?   There is only so much you can do and keep it a Mustang.  And the base engine outperforms a 2000 Cobra already.  At some point it’s as good as it can get and changes just make if different not better.

    I didn’t say it did. It appears to be more of a refresh than a next generation model. Why do you take exception to that?

  2. 15 hours ago, silvrsvt said:

    I'm guessing that the Next Gen Mustang Launches next spring and the refreshed Escape also. 

    It looks like the next gen Mustang is really just a refresh of the current model with carryover powertrains on the same platform and no major styling changes. Looks like the biggest change will be to the interior with the digital dash and large screen. 

  3. 8 hours ago, rperez817 said:

     

    BEV is not $10k - $15k more expensive than a comparable ICE vehicle. 

    Examples for Ford in the U.S. market.

    • 2022 Ford F-150 Lightning SCrew XLT 311A Dual Motor SR, MSRP = $54,669 (not including $7,500 federal income tax credit)
    • 2022 Ford F-150 Screw XLT 301A 3.5L gasoline 4x4, MSRP = $52,770
    • 2022 Ford F-150 Screw XLT 301A PowerBoost hybrid 4x4, MSRP = $54,670
    • 2022 Ford E-Transit Cargo Van Low Roof RWD, MSRP = $48,880 (not including $7,500 federal income tax credit)
    • 2022 Ford Transit Cargo Van 3.5L gasoline Low Roof RWD, MSRP = $40,360

    Average electricity prices in the U.S. have been much more stable over time compared to gasoline or diesel fuel, so there's no need for a "plan to combat soaring electricity rates". But if that is a concern for you, contact your local utility company or public utility commission in your state.

     

    You’re quoting the F150 standard range battery which, i believe is rated max 230 miles of range. 

    F150 with the extended range battery that most will need is $72,474.

    Lariat w/extended range is $77,474. 

    A loaded Titanium all wheel drive Escape is right at $40,000

    The Mach E model with extended range battery is about $56K (not available until the 23 model)

    Soaring was a bit hyperbolic, but electrical rates are rising at a faster pace than inflation. How much more will BEV owners be hit with in taxes as states and the federal government replace lost revenue from the lack of gasoline sales? As increasing numbers of BEV’s access the grid, rates are almost certain to go higher.

    I don’t think my contacting my local utility company or public utility commission will help stem rising rates but if you have an argument that works, I’m all ears. 

  4. 12 hours ago, rperez817 said:

    Hi Joe771476! Ford's primary plan for this scenario is the same plan it established a few years ago, electrification. The main tasks Ford must execute in this context are.

    1. Accelerate timelines for the transition to a 100% electric vehicle lineup for both retail consumer and fleet vehicles, including police cars.
    2. As jasonj80 mentioned, figure out how to expand production capacity for BEV and the HV batteries those vehicles use.
    3. Take advantage of the new corporate structure to establish new franchise agreements for dealers who sell Ford BEV, ensuring that the go to market experience is as close to "frictionless" as possible.

     

     

    So the way to fight high gas prices is to buy a BEV that’s $10 - 15K more expensive than a comparable ICE vehicle? That’s ridiculous. What’s the plan to combat soaring electricity rates?

    • Like 4
  5. 10 hours ago, akirby said:


    It also means duplicating all of the overhead/back office functions like hr and payroll and potentially complicates the dealer relationship which they absolutely need to sell 2M+ vehicles/yr.  It also removes economies of scale for things that are common which is a lot more than you think.  And it allows the profits from ICE to subsidize BEV development.

     

    A new division/brand should allow them to develop new processes and attract new talent and might solve some of the dealer franchise issues while maintaining the other advantages.  More importantly it allows Ford to shift resources around as needed to maintain profits.

     

    I know a lot about spinning off legacy businesses and this is not that scenario yet.

    Exactly. A separate EV business would post huge losses for years to come. 

  6. 6 hours ago, rmc523 said:

    id also argue drop the 3 cylinder and go hybrid standard with the optional 2.0 non hybrid (I think that’s the alternative powertrain these days?).  If they can do it on Maverick, they can do it on Escape.

     

    Would be a good idea if Ford could supply the hybrids but it cant satisfy the demand for Maverick hybrids even though they’re only offered in FWD. 

  7. 19 minutes ago, ausrutherford said:

     

    And politicians did not drive the conversion from horses to cars to begin with? By saying banning horses in cities like NYC and others did? Or pumping trillions in the highway systems?

     

    Or subsidizing the railroad industry before that?

     

    Or subsidizing the canal industry before that?

     

    Let's stop acting like every major advancement in US transportation was purely market based, because history says otherwise. 

    This is an apples to oranges comparison. The examples you list were all new types of industry back when. BEV’s are merely a different form of automobile. A similar change to coal fired locomotives replaced by diesel power in the railroad industry. 

  8. 10 hours ago, FordBuyer said:

     

    How about Barra having an answer for the Ford Bronco, BS, Maverick, and all Ford's hybrid and plugin models that arguably fit more consumer needs. I don't think the Chevy Trailblazer was a good answer. And $100,000 Hummer is a distraction at best. GM makes all their money on huge SUVs that are a hard sell with $4 gas. All the above is vaporware as of now. And no Equinox, Blazer, Silverado hybrids like Ford and Toyota. 

    From GM’s 4th quarter sales report today::

    • Sales of GMC Yukon, Chevrolet Tahoe and Suburban were up a combined 26 percent to more than 238,000 vehicles.
    • Cadillac Escalade had its best sales since 2007.

    $3 or $4 gas isn’t much of an impediment for those with the means to buy $70k and up vehicles. 

    • Like 1
  9. 6 hours ago, rperez817 said:

     

    Those groups are converging. Much if not most of the growth in pickup truck sales to real retail customers in recent years, especially at the high end, are from people who use those trucks mostly like a regular car or crossover. Meaning commuting, personal, and family use rather than for vocational purposes or for activities like off roading. Also, pickup trucks are big time status symbols nowadays.

     

    Ford is in a good position here with F-150 Lightning. A survey by Autolist recently showed that F-150 Lightning was #1 for "all-electric truck you are most likely to buy" among these 3 groups. Survey: Ford’s Electric F-150 Pickup Tops Rivals from Tesla, Rivian, GM (autolist.com)

    1. Past/current pickup truck owners
    2. Past/current BEV owners
    3. People who have never owned a pickup truck before

    I’m not so sure Lightning is in as good a position as you suggest once the EV Silverado comes out about a year or so after Lightning. The Silverado will be on a dedicated EV platform and will apparently have better range. It will be out 2 to 3 years ahead of the NG Lightning. 

  10. On 12/13/2021 at 6:14 AM, silvrsvt said:

     

    Pushing back something 18 months or so isn't a full redesign-The real issue is the lack of batteries and this isn't a Mach E issue-its the demand for the Lightning that is causing this. It makes zero sense to add another two products to a lineup that is already limited by battery supply. Ford is scrambling to keep up with the demand for the Lightning and delaying the BEV Explorer makes sense in that context. 

     

    Till BOC comes online, its going to be "hard" for Ford to source more batteries for its products. 

     

     

    The Explorer/Aviator will use different batteries and motors than Mach E/Lightning. Delaying the Explorer does not help Ford keep up with Lightning demand. 

  11. 16 hours ago, silvrsvt said:

    After going through my experience and becoming internet famous with my Bronco, I seriously wonder if we will ever not see ADMs on cars anymore-at least till the economy takes a major shit. 
     

    Demand is high and supply is low. Car makers are going to keep supply limited due to them not wanting to put incentives and maximizing profit from their products. COVID was the “great reset” when it comes to incentives we’ve seen for almost the past 40 years. 
     

     

    I think you’re wrong about makers keeping supplies low. See link below about Toyota to produce a record number of vehicles in January. You don’t think that Chevy wouldn’t love to dethrone the F150 and that Ford will stop at nothing to prevent it? Sure automakers would love to keep supplies low but competitors will just jump their sales by raising production should one or more keep production constrained. Once the chip shortage disappears production will quickly return to pre Covid levels. 
     

    https://www.autoblog.com/2021/12/15/toyota-production-800000-vehicles-january/

    • Like 1
  12. 8 hours ago, akirby said:

    Lincoln helps amortize Ford platforms and factories and generate much higher profit margins.  Killing Lincoln would just be throwing away free money.

    Agree. If Lincoln makes $5000/vehicle extra profit over the Ford branded models, it generates an extra $500 million/year annually for FoMoCo based on sales of 100,000/year. It would be crazy to give that up.

    • Like 2
  13. 7 hours ago, silvrsvt said:

    Toyota is late to the EV game and GM seems to be making promises without coming out with product and they to me seem to be hurting in the HEV market-Ford seems to be able to add HEVs to its current lineup without much trouble and I'm expecting them to offer a HEV in every product by 2026.

    Ford is able to add HEV’s to its current lineup, they just can’t make enough for anyone to be able to find one. 

  14. 11 minutes ago, bzcat said:

     

    The lack of wagon (Active) prototype is a bit strange since that was expected to be the biggest seller. We've already seen the hatchback (Evos) and sedan both of which are aimed primarily at Chinese market. Europe and North America were supposed to get only the Active wagon marketed as a CUV.  

    I wonder if The Active wagon can be assembled at FRAP. 

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