GearheadGrrrl Posted June 4, 2022 Share Posted June 4, 2022 This billion dollar investment, massive new building, and couple thousand new jobs tells us that Ford is serious about leveraging electrification to take back market share clear up through class 7 and maybe 8 too- The only think holding down the GCWs will be the duty cycle of the electric powertrain. Quote Link to comment Share on other sites More sharing options...
twintornados Posted June 5, 2022 Share Posted June 5, 2022 1 hour ago, jpd80 said: Edit, apparently my guess was completely wrong as I just saw Borg’s post on GMI, What they don't tell you is that the vehicle is a chassis cab version of the next-gen TE1 Lightning ?. TE1 Lightning is also getting a SuperDuty version btw. It's a bummer he don't come here much any more Quote Link to comment Share on other sites More sharing options...
jpd80 Posted June 5, 2022 Share Posted June 5, 2022 24 minutes ago, twintornados said: It's a bummer he don't come here much any more It was unfortunate but I understand why and others do too… Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted June 5, 2022 Share Posted June 5, 2022 6 hours ago, fuzzymoomoo said: My guess is E-series is as good as gone. I don't under any circumstances see them investing a dime into electrification for it when E-Transit already exists (despite its own flaws). As for 600/650/750 that's much murkier. I can see both arguments. Comes down to if they feel they get acceptable ROI I guess. I think the F-600 is safe, it's so close the the 450 and 550. No way are those trucks going to be dropped. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted June 5, 2022 Share Posted June 5, 2022 48 minutes ago, 7Mary3 said: I think the F-600 is safe, it's so close the the 450 and 550. No way are those trucks going to be dropped. Whole new plant being built to the north of the existing complex, this is a big production Close Quote Link to comment Share on other sites More sharing options...
twintornados Posted June 5, 2022 Share Posted June 5, 2022 E-Series is a natural name to move into the EV market with. Quote Link to comment Share on other sites More sharing options...
akirby Posted June 5, 2022 Share Posted June 5, 2022 12 hours ago, twintornados said: It's a bummer he don't come here much any more Not really. ? 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted June 5, 2022 Share Posted June 5, 2022 (edited) 21 hours ago, twintornados said: It's a bummer he don't come here much any more 20 hours ago, jpd80 said: It was unfortunate but I understand why and others do too… I enjoyed his info, as it created more discussion. But what I didn't like was that any discussion and uncertainty of his info led to an absolute argument about how his info was 100% accurate, when 1) it wasn't; he was often right, but also often wrong, and 2) often it was just an open conversation about "what if they ____" that was contrary to his info, therefore not worth discussing. Edited June 5, 2022 by rmc523 2 Quote Link to comment Share on other sites More sharing options...
Bob Rosadini Posted June 6, 2022 Share Posted June 6, 2022 On 6/4/2022 at 11:27 PM, jpd80 said: Whole new plant being built to the north of the existing complex, this is a big production Close JP...To 7m's point, no doubt 450-600 are safe IMO. Big question remains-at least in my mind, what is future of 650/750? With continued growth of regional distribution centers, a 22,000 lb GVW will not be enough to cover the needs of a lot of those for final delivery. It is one thing to get a class A CDL driver, a class B?...not so difficult. And again normal business needs of others...contractors, utilities, tree services, consumer fuel delivery etc., all will need a class 6 and 7. My broken record speech...Ford owned the house to house fuel oil market (33,000 GVW) here in Northeast. No longer the case. Quote Link to comment Share on other sites More sharing options...
Bob Rosadini Posted June 6, 2022 Share Posted June 6, 2022 Fox Business did a piece featuring Kumar Galhorta speaking at OAP on 6/3. Seeking Alpha posted it today. This guy comes across with a lot of credibility. Background for interview?-- a 650/750 Power Stroke,. couldn't see the badge to confirm 650 or 750. Hopefully positive sign for 650/750's future. If it was an E I would be bitching so might as well be positive when I can? Quote Link to comment Share on other sites More sharing options...
GearheadGrrrl Posted June 6, 2022 Share Posted June 6, 2022 (edited) As for the future of F650 and 750, the current plant is not going away so as long as customers want them Ford can build them. The real opportunity here is for Ford to take market share through EV and HEV trucks, and this additional Ohio plant will give Ford the capacity to do that. Edited June 6, 2022 by GearheadGrrrl Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted June 6, 2022 Share Posted June 6, 2022 So the current OHAP will be torn down? Quote Link to comment Share on other sites More sharing options...
GearheadGrrrl Posted June 6, 2022 Share Posted June 6, 2022 No, pardon my typo- Ford has announced no plans to tear down or even close the existing plant. Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted June 7, 2022 Share Posted June 7, 2022 On 6/4/2022 at 8:27 PM, jpd80 said: Whole new plant being built to the north of the existing complex, this is a big production Close I looked closely at this picture and compared it to the satellite image on Google Maps. The new plant looks to be at the north east corner of the property near the corner of Walker Rd. and Miller Rd.. 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted June 8, 2022 Share Posted June 8, 2022 (edited) 23 hours ago, 7Mary3 said: I looked closely at this picture and compared it to the satellite image on Google Maps. The new plant looks to be at the north east corner of the property near the corner of Walker Rd. and Miller Rd.. Correct. It’s a completely new plant to the existing operations, so it shouldn’t impact current vehicle production in any way. March 22 medium and Heavy Truck sales.pdf Edited June 8, 2022 by jpd80 Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted June 8, 2022 Share Posted June 8, 2022 Looks like everyone took a beating in class 6 sales this month. Figuring at least a third of Ford's class 6 sales were F-600 and class 7 sales are almost nonexistent, I am stating to doubt the 650 and 750 have much of a future. About the new plant, it really doesn't look very large compared to the existing facility. Maybe only 30%. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted June 8, 2022 Share Posted June 8, 2022 1 hour ago, 7Mary3 said: Looks like everyone took a beating in class 6 sales this month. Figuring at least a third of Ford's class 6 sales were F-600 and class 7 sales are almost nonexistent, I am stating to doubt the 650 and 750 have much of a future. About the new plant, it really doesn't look very large compared to the existing facility. Maybe only 30%. Don’t forget that Ford’s heavy Truck sales don’t include F600, it will take a bit of research on total Class 6 truck sales to pull out those figures but definitely being pruned by chip shortages. Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted June 8, 2022 Share Posted June 8, 2022 20 minutes ago, jpd80 said: Don’t forget that Ford’s heavy Truck sales don’t include F600, it will take a bit of research on total Class 6 truck sales to pull out those figures but definitely being pruned by chip shortages. Even so, we are still talking very small numbers. Also, the 650 and 750 trucks are using chips and some other components that could be used in more profitable consumer vehicles. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted June 8, 2022 Share Posted June 8, 2022 29 minutes ago, 7Mary3 said: Even so, we are still talking very small numbers. Also, the 650 and 750 trucks are using chips and some other components that could be used in more profitable consumer vehicles. Exactly, every vehicle that Ford builds is being impacted, restricted….this is nothing to do with buyers rejecting products, they just can’t get orders completed or it takes months…. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted June 8, 2022 Share Posted June 8, 2022 Finally got around to estimate charts for March/April. May is a work in progress; slowly but surely! March and Q1: April: 2 1 Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted June 9, 2022 Share Posted June 9, 2022 (edited) A pretty good indication of where Ford is going with regards to commercial vehicles: https://media.ford.com/content/fordmedia/fna/us/en/media-kits/2021/ford-pro.html Edited June 9, 2022 by 7Mary3 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted June 10, 2022 Share Posted June 10, 2022 There’s also a next Gen Lightning chassis cab in the works as well as Super Duty BEVs, Ford is just not talking about them. 1 Quote Link to comment Share on other sites More sharing options...
Bob Rosadini Posted June 10, 2022 Share Posted June 10, 2022 9 hours ago, 7Mary3 said: A pretty good indication of where Ford is going with regards to commercial vehicles: https://media.ford.com/content/fordmedia/fna/us/en/media-kits/2021/ford-pro.html Hate to be the eternal cynic, but you really think the local plumber, electrical contractor etc etc is going to be all excited about this stuff? I think Mr. Cannis is sticking to his comfort zone! Everything looks like "fluff" to me. Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted June 10, 2022 Share Posted June 10, 2022 Maybe this will cheer you up: Quote Link to comment Share on other sites More sharing options...
Joe771476 Posted June 10, 2022 Author Share Posted June 10, 2022 On 6/8/2022 at 1:39 AM, jpd80 said: Correct. It’s a completely new plant to the existing operations, so it shouldn’t impact current vehicle production in any way. March 22 medium and Heavy Truck sales.pdf One thing is for sure: Hino should just pack their bags! Quote Link to comment Share on other sites More sharing options...
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