rmc523 Posted August 5, 2022 Share Posted August 5, 2022 It's nice to finally see more green on the charts! 1 Quote Link to comment Share on other sites More sharing options...
Oac98 Posted August 5, 2022 Share Posted August 5, 2022 On 8/4/2022 at 1:53 PM, .I. said: No way. The EVs are taken the market by storm right now. 6 years more of ICE Mustang is the better scenario I can see now. Ford must take note and need to prepare the EV Mustang coupe as soon as possible. Time will tell I suppose. Quote Link to comment Share on other sites More sharing options...
Oac98 Posted August 5, 2022 Share Posted August 5, 2022 On 8/3/2022 at 7:12 PM, 7Mary3 said: Big improvement overall from last year, but Mustang and Lincoln sales are disappointing, I figure the Mustang sales are off at least in part due to buyers waiting for the new model. 'Ford Blue' will be under considerable pressure to maximize profits so expect many poor performing products to be dropped over the next few years. Inventory lacking is clearly a factor in regards to sales performance of those products you mention. Quote Link to comment Share on other sites More sharing options...
justins Posted August 6, 2022 Share Posted August 6, 2022 Interesting in the Munro live interview, Farley saying they have no inventory at all on a number of vehicles. Every vehicle being made is spoken for. He specifically mentioned Maverick. Stock on dealer lots is awaiting pickup, not purchase. Contrast that to VW with 153 days of ID4 stock on hand. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted August 6, 2022 Share Posted August 6, 2022 (edited) 4 hours ago, justins said: Interesting in the Munro live interview, Farley saying they have no inventory at all on a number of vehicles. Every vehicle being made is spoken for. He specifically mentioned Maverick. Stock on dealer lots is awaiting pickup, not purchase. Contrast that to VW with 153 days of ID4 stock on hand. Kinda implies that VW really doesn’t know what it’s doing with US EV buyers….. a dog and a block of ice comes to mind…… Edited August 6, 2022 by jpd80 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted August 6, 2022 Share Posted August 6, 2022 August 1 inventory Mustang ...................….....5,300 Bronco .......................... 10,300 Bronco Sport ............….… 4,400 E-series van..........…........ 9,800 EcoSport…...............……... 6,600 Edge ................................ 7,400 Escape........................... 14,300 Expedition ................……...9,100 Explorer................…........33,700 F series ..........................102,00 Maverick.......................... 4,300 Mustang Mach-E ......…....5,200 Ranger ...................…....... 6,000 Transit ............................18,800 Transit Connect………….…..3,900 Aviator....................……..... 2,200 Corsair/MKC...........…….....3,200 Nautilus/MKX .....…...........2,300 Navigator..............……........1,200 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted August 6, 2022 Share Posted August 6, 2022 (edited) On 8/5/2022 at 3:53 AM, .I. said: No way. The EVs are taken the market by storm right now. 6 years more of ICE Mustang is the better scenario I can see now. Ford must take note and need to prepare the EV Mustang coupe as soon as possible. While what you say makes sense, Ford is really under the pump with getting high volume BEV product out the gate, so I would see BEV versions of Lightning, Expedition, Explorer Mach E and the European Fords as higher priority. Next Gen Mustang can go to the end of the Decade if Ford wants because Hybrid and possibly PHEV is baked in thanks to using CD6 Modules. We all want to se Ford do everything with BEVs but as Farley recently said, they are struggling with getting first run products right and getting enough battery volume to build to scale. The next five years, Ford is going to get smashed with things to do but man, what a time to be living…. Edited August 6, 2022 by jpd80 1 Quote Link to comment Share on other sites More sharing options...
rperez817 Posted August 6, 2022 Share Posted August 6, 2022 21 hours ago, justins said: Contrast that to VW with 153 days of ID4 stock on hand. That unusually high days inventory number is due in part to German made ID.4 being held at ports for the ID.Software 3.0 update. ID.4 availability is extremely sparse at U.S. VW dealerships. VW details major over-the-air update for ID.4 EV, promises more American software development (greencarreports.com) The biggest issue VW is having with ID.4, just like what Ford and other automakers are having with BEV, is a huge backlog of orders due to the combination of high demand and supply chain issues for the automotive industry overall. The start of ID.4 production at VW's Chattanooga plant should help matters, but that remains to be seen. 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted August 19, 2022 Share Posted August 19, 2022 Ford production July 2022 Explorer………………………..……..26,845 Aviator……………………….….….…..3,394 Chicago………………….……………30,239 Mustang Mach-E………………...7,872 Cuautitlan, Mexico………………7,872 F-Series………………………..………22,613 Dearborn……………………………..22,613 F-Series chassis……………..…….1,878 Detroit Chassis…………………….1,878 Mustang……….……………….……..4,596 Flat Rock, Mich…………………….4,596 Bronco Sport…………………..……6,382 Maverick……………………..……….3,578 Hermosillo…………………………..9,960 Transit…………………………..….…..6,262 Kansas City SUV……….………..6,262 F-Series……….………………….….21,141 Kansas City Truck……….……21,141 Total Kansas City……………..27,403 F-Series Super Duty……………16,502 Expedition……………………………..5,008 Navigator……………….……………..1,275 Kentucky Truck………………….22,785 Escape…………………….…………...8,664 Corsair……………………….………….1,625 Louisville…………………………….10,289 Bronco………………………….…..….3,398 Ranger………………………….……...1,279 Michigan Assembly………….…4,677 Ford GT…………………….……………..20 Multimatic……………………………….20 Edge……..…………………………….4,869 Nautilus………………………………1,182 Oakville………………………….…..6,051 E-Series………………………………..3,020 F-Series Super Duty…………….1,028 Medium (F-650/F-750)………….970 Ohio Assembly……………………5,018 Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted August 19, 2022 Share Posted August 19, 2022 44 minutes ago, jpd80 said: Bronco………………………….…..….3,398 Ranger………………………….……...1,279 Michigan Assembly………….…4,677 That seems low to me.... Quote Link to comment Share on other sites More sharing options...
ausrutherford Posted August 20, 2022 Share Posted August 20, 2022 (edited) On 8/19/2022 at 7:39 PM, fuzzymoomoo said: That seems low to me.... Summer shutdown? Edited August 21, 2022 by ausrutherford 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted August 20, 2022 Share Posted August 20, 2022 (edited) 1 hour ago, fuzzymoomoo said: That seems low to me.... It is and I wonder if they didn’t count a lot of incomplete builds that just require chips….. IMO the seesawing of production and sales numbers is all because chip deliveries are not coinciding with the above, no hope of trending with such a big external influence. Edited August 20, 2022 by jpd80 Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted August 20, 2022 Share Posted August 20, 2022 1 hour ago, ausrutherford said: Simmer shutdown? 1 hour ago, jpd80 said: It is and I wonder if they didn’t count a lot of incomplete builds that just require chips….. IMO the seesawing of production and sales numbers is all because chip deliveries are not coinciding with the above, no hope of trending with such a big external influence. I forgot we were down for 3 weeks. I volunteered to work the 3rd week so it threw my internal calendar off. We only had 1 week of full production in July. 1 Quote Link to comment Share on other sites More sharing options...
Harley Lover Posted August 20, 2022 Share Posted August 20, 2022 21 hours ago, jpd80 said: It is and I wonder if they didn’t count a lot of incomplete builds that just require chips….. IMO the seesawing of production and sales numbers is all because chip deliveries are not coinciding with the above, no hope of trending with such a big external influence. Don't overlook what ausrutherford posted - summer shutdown in July at many plants. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted August 20, 2022 Share Posted August 20, 2022 24 minutes ago, Harley Lover said: Don't overlook what ausrutherford posted - summer shutdown in July at many plants. Fuzzy just confirmed that MAP was down for three weeks, so sales last month came from the few units build and whatever inventory was available. Quote Link to comment Share on other sites More sharing options...
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