akirby Posted May 28, 2021 Share Posted May 28, 2021 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. Quote Link to comment Share on other sites More sharing options...
Harley Lover Posted May 28, 2021 Author Share Posted May 28, 2021 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. Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted May 28, 2021 Share Posted May 28, 2021 9 hours ago, AGR said: BEVs need to pay a road tax like ICE vehicles, but not through a GPS-based scheme. In Michigan it's way more expensive to register an electrified vehicle than it is an ICE vehicle. Quote Link to comment Share on other sites More sharing options...
akirby Posted May 28, 2021 Share Posted May 28, 2021 (edited) 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 May 28, 2021 by akirby 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted May 28, 2021 Share Posted May 28, 2021 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. 1 Quote Link to comment Share on other sites More sharing options...
Harley Lover Posted May 28, 2021 Author Share Posted May 28, 2021 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). Quote Link to comment Share on other sites More sharing options...
T hawker Posted May 28, 2021 Share Posted May 28, 2021 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. Quote Link to comment Share on other sites More sharing options...
ehaase Posted May 28, 2021 Share Posted May 28, 2021 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? Quote Link to comment Share on other sites More sharing options...
ice-capades Posted May 28, 2021 Share Posted May 28, 2021 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. Quote Link to comment Share on other sites More sharing options...
ehaase Posted May 28, 2021 Share Posted May 28, 2021 (edited) 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 May 28, 2021 by ehaase Quote Link to comment Share on other sites More sharing options...
jpd80 Posted May 28, 2021 Share Posted May 28, 2021 (edited) 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 Edited May 28, 2021 by jpd80 Quote Link to comment Share on other sites More sharing options...
atomcat68 Posted May 28, 2021 Share Posted May 28, 2021 19 hours ago, rmc523 said: Interesting.... Possibly another generation of the GT? This time an electric? Quote Link to comment Share on other sites More sharing options...
ausrutherford Posted May 28, 2021 Share Posted May 28, 2021 2 hours ago, atomcat68 said: Possibly another generation of the GT? This time an electric? An electric GT makes sense. Just like the current was designed to show the strength of the EcoBoost engine, a future GT should show the strength of Ford's EVs. Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted May 29, 2021 Share Posted May 29, 2021 48 minutes ago, ausrutherford said: An electric GT makes sense. Just like the current was designed to show the strength of the EcoBoost engine, a future GT should show the strength of Ford's EVs. 2 Quote Link to comment Share on other sites More sharing options...
ausrutherford Posted May 29, 2021 Share Posted May 29, 2021 1 hour ago, fuzzymoomoo said: While cool, it's not production. Quote Link to comment Share on other sites More sharing options...
atomcat68 Posted May 29, 2021 Share Posted May 29, 2021 8 hours ago, ausrutherford said: While cool, it's not production. ...And not the GT. Quote Link to comment Share on other sites More sharing options...
ice-capades Posted May 29, 2021 Share Posted May 29, 2021 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. Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted May 29, 2021 Share Posted May 29, 2021 10 hours ago, ausrutherford said: While cool, it's not production. 1 hour ago, atomcat68 said: ...And not the GT. No but it does effectively show the potential of EV technology. Quote Link to comment Share on other sites More sharing options...
pictor Posted May 29, 2021 Share Posted May 29, 2021 And who doesn’t know about the Maverick? What is unexpected about that? Quote Link to comment Share on other sites More sharing options...
SoonerLS Posted May 29, 2021 Share Posted May 29, 2021 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. 2 Quote Link to comment Share on other sites More sharing options...
FordBuyer Posted May 29, 2021 Share Posted May 29, 2021 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. Quote Link to comment Share on other sites More sharing options...
akirby Posted May 29, 2021 Share Posted May 29, 2021 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? Quote Link to comment Share on other sites More sharing options...
Twin Turbo Posted May 29, 2021 Share Posted May 29, 2021 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. Quote Link to comment Share on other sites More sharing options...
akirby Posted May 29, 2021 Share Posted May 29, 2021 3 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted May 29, 2021 Share Posted May 29, 2021 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. Quote Link to comment Share on other sites More sharing options...
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