Oac98

We all knew at some point Ford will start having capacity utilization issues.

Cancel BOC and do what then with an empty multi billion dollar massive factory??

I hope you’re right.

You’re ABSOLUTELY correct!

I agree with you and it wouldn’t hurt to have at least a Lincoln sedan and maybe a ford one but time will tell and we will see if they make any changes.

We all know Ford loves to chop some of their existing product with sometimes no replacement. Absolutely makes no sense to me. In some cases the replacements have worked but not all the time which is quite clear.

You hit the nail on the head, in my opinion these products should have never ever been cancelled.

Agreed, Canada is Fords second biggest market. They sold 130000 F series alone last year in Canada. The bottom line is I believe more is coming to BOC.

I mean the place is absolutely massive I’m sure it can be utilized better and probably will be I’m sure they’re mulling over future plans for BOC

They had tons of equipment for the three row that got cancelled on site wrapped up. Some of the paint shop already had some changes made for BEV. They even had a small cell set up in bodybuild lobby for U759 three row. They were also and are still strengthening trusses and structural improvements. Due to size of SD some pillars are being removed and train line back filled in with concrete to increase room.

I still feel like BOC should’ve been main EV hub.

I read that article and I can see that happening. It seems like Ford is pressing forward with this project regardless of the tariff situation, at the union meeting they said the stamping plant will be state of the art and configurable jigs whatever that means. I guess maybe Canadian and international super duty and maybe some American ones will roll out of there.

At this moment SD plan is still moving forward in Oakville. Retooling is 52 percent complete and the stamping plant steel structure is shaping up fast. We won’t return til second to third quarter 26 at the earliest. Anything can change so my optimism is guarded. I agree C2 products here would’ve been better but oh well I suppose Ford wanted a SD facility outside of UAW territory in case of another labor disruption. There’s too much going on with all the tariff crap and constantly changing plans anyways. I try not to worry.

Makes sense only time will tell.

So you believe they will just leave it as is then going forward?