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Ford to announce Wednesday two dedicated all-electric vehicle platforms, one for full-size trucks and SUVs, the other for cars and crossovers


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2 hours ago, FordBuyer said:

 

Most BEV buyers are high wage earners and can meet the federal subsidy requirements. 


Not if you’re planning to be 100% BEV sales.  To do that you have to cover all price ranges and buyers.

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4 hours ago, akirby said:


Not if you’re planning to be 100% BEV sales.  To do that you have to cover all price ranges and buyers.

 

Even that assertion might not necessarily be the case - many manufacturers these days extol their plans to 'move upmarket' and get away from the low margin segments of the market (cars anyone?). It could certainly be a business plan to only sell above a certain price/margin threshold, and leave the lower segments to others (Korean, Japanese manufacturers). Thus far, Ford's 'lowest' price EV offering, F150 pro, has the additional (presumed) revenue stream of 'services' it will provide, which presumably is built into the product's business plan and expected return. Said another way, Ford's business plan for F150 pro might involve taking a lower margin on the vehicle, given the expected enhanced revenue stream from the 'services' stream.

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1 hour ago, Harley Lover said:

 

Even that assertion might not necessarily be the case - many manufacturers these days extol their plans to 'move upmarket' and get away from the low margin segments of the market (cars anyone?). It could certainly be a business plan to only sell above a certain price/margin threshold, and leave the lower segments to others (Korean, Japanese manufacturers). 


For a specific mfr, yes.  But when I say 100% BEV I’m talking about the entire market.  All mfrs.  17M vehicles per year.  That seems to be the goal.

Edited by akirby
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2 hours ago, Harley Lover said:

 

Even that assertion might not necessarily be the case - many manufacturers these days extol their plans to 'move upmarket' and get away from the low margin segments of the market (cars anyone?). It could certainly be a business plan to only sell above a certain price/margin threshold, and leave the lower segments to others (Korean, Japanese manufacturers). Thus far, Ford's 'lowest' price EV offering, F150 pro, has the additional (presumed) revenue stream of 'services' it will provide, which presumably is built into the product's business plan and expected return. Said another way, Ford's business plan for F150 pro might involve taking a lower margin on the vehicle, given the expected enhanced revenue stream from the 'services' stream.

Look closely and it seems that the Lightning including F150 Pro is actually replicating the ICE F150 business plan.

In a good year ICE F150 sales are around 550k-600k sales, Lightning starts out at 80k-100k/yr and slowly increases.

 

Maybe the idea is not to lower BEV prices to that of ICE counterparts but instead,  raise ICE prices through using hybrid/PHEV?

That way, less fuel non-hybrids are dropped and everyone is compelled to buy at least a hybrid, preferably, PHEV or a BEV.

 

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2 hours ago, jpd80 said:

Look closely and it seems that the Lightning including F150 Pro is actually replicating the ICE F150 business plan.

In a good year ICE F150 sales are around 550k-600k sales, Lightning starts out at 80k-100k/yr and slowly increases.

 

Maybe the idea is not to lower BEV prices to that of ICE counterparts but instead,  raise ICE prices through using hybrid/PHEV?

That way, less fuel non-hybrids are dropped and everyone is compelled to buy at least a hybrid, preferably, PHEV or a BEV.

 

 

The provision for hybrid capability in C2 products (Escape/Maverick/Bronco Sport(?)) supports that idea. Focus in Europe and China too, if necessary (although those markets might get to EV status due to govt regs sooner, negating the need).

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4 hours ago, fuzzymoomoo said:

In Michigan it's way more expensive to register an electrified vehicle than it is an ICE vehicle. 

And this the way it should be.  No GPS big government tracking your every move.  State governments can come up with a formula to apply to hybrids and EV's to make up for lost gas tax revenue. 

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6 minutes ago, ehaase said:

Am I correct in understanding the VW EV platform will be used for Escape/Corsair EV variants, maybe Bronco Sport and eventually Maverick, while the other one is for Mustang/Mustang Mach E/Explorer/Aviator?

 

Gut reaction... You make it sound like much of Ford's future BEV development is dependent on VW. 

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1 hour ago, ice-capades said:

 

Gut reaction... You make it sound like much of Ford's future BEV development is dependent on VW. 

 

I don't assume the Explorer, Aviator, Mustang, or pickup truck EV's depend on VW, just maybe the smaller models. 

Edited by ehaase
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5 hours ago, Harley Lover said:

 

The provision for hybrid capability in C2 products (Escape/Maverick/Bronco Sport(?)) supports that idea. Focus in Europe and China too, if necessary (although those markets might get to EV status due to govt regs sooner, negating the need).

Hybrid and PHEV Explorer/Aviator, hybrid F150 and Mustang just around the corner, hybrids available in S-Max and Galaxy. Theres strong evidence that vehicles like Ranger, Bronco and Everest will be given either hybrid or PHEV, many signs of Ford gradually extending electrification and need to stay ahead of changing legislation in many countries

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Ford notice to Dealers...

 

INFORMATION
All-New White Space Vehicle Name Reveal Broadcast

ACTION REQUESTED
Have your team view the June 2 broadcast to understand the plan for revealing the name of an innovative, all-new ’22 model year Ford Motor Company vehicle.

SUMMARY
Something Unexpected Is Coming. 

Please Tune In For A Special Dealer Broadcast On June 2nd To Hear About An All-New White Space Vehicle Coming For Ford Motor Company!  

Check back here on June 2 to view the broadcast. 

Stay tuned for additional information regarding the subsequent product reveal later in June.

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On 5/28/2021 at 12:15 AM, jpd80 said:

Jim Hackett had no idea how to inspire Wall Street an investors, Farley does.

That probably has a lot to do with Farley coming up through the marketing side in lightning-rod companies, where Hackett came up through the executive ranks in more of a background industry. Hackett could make his bones by simply being an effective executive, but Farley had to be able to convince people outside of his direct influence to buy into his (company's) vision.

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14 minutes ago, SoonerLS said:

That probably has a lot to do with Farley coming up through the marketing side in lightning-rod companies, where Hackett came up through the executive ranks in more of a background industry. Hackett could make his bones by simply being an effective executive, but Farley had to be able to convince people outside of his direct influence to buy into his (company's) vision.

 

This Farley skill means that Ford is much better equity funded than it ever was under Hackett who lacked that ability. Ford stock is up 65% so far this year. 

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35 minutes ago, FordBuyer said:

 

This Farley skill means that Ford is much better equity funded than it ever was under Hackett who lacked that ability. Ford stock is up 65% so far this year. 


How does that give Ford more equity?

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5 hours ago, ice-capades said:

Ford notice to Dealers...

 

INFORMATION
All-New White Space Vehicle Name Reveal Broadcast

ACTION REQUESTED
Have your team view the June 2 broadcast to understand the plan for revealing the name of an innovative, all-new ’22 model year Ford Motor Company vehicle.

SUMMARY
Something Unexpected Is Coming. 

Please Tune In For A Special Dealer Broadcast On June 2nd To Hear About An All-New White Space Vehicle Coming For Ford Motor Company!  

Check back here on June 2 to view the broadcast. 

Stay tuned for additional information regarding the subsequent product reveal later in June.

 

 

Unexpected. That's a term used for the original Mustang.

 

 

The unexpected.jpg

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8 hours ago, ice-capades said:

Ford notice to Dealers...

 

INFORMATION
All-New White Space Vehicle Name Reveal Broadcast

ACTION REQUESTED
Have your team view the June 2 broadcast to understand the plan for revealing the name of an innovative, all-new ’22 model year Ford Motor Company vehicle.

SUMMARY
Something Unexpected Is Coming. 

Please Tune In For A Special Dealer Broadcast On June 2nd To Hear About An All-New White Space Vehicle Coming For Ford Motor Company!  

Check back here on June 2 to view the broadcast. 

Stay tuned for additional information regarding the subsequent product reveal later in June.

 

lol.  Everyone knows about Maverick, but it's funny to see them pretend it's a big secret.

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