Deanh Posted September 25, 2023 Share Posted September 25, 2023 1 hour ago, silvrsvt said: It is a host of different things: https://www.theautopian.com/electric-vehicle-demand-summer-2023/ IMO I think the cratering in demand is over reported and not as big of deal as people are making it out to be. first hand I can attest its not over reported...it may be Ford specific, but I know a LOT of individuals at other Ford stores that would echo my sentiment....it may be temporary.. but right now stagnant is an understatement..... Quote Link to comment Share on other sites More sharing options...
hllywd Posted September 25, 2023 Share Posted September 25, 2023 (edited) Anybody see this? Have no clue with regards to its veracity. Was forwarded to me by a buddy at ISA in Wayne. Edited September 25, 2023 by hllywd 1 Quote Link to comment Share on other sites More sharing options...
jasonj80 Posted September 25, 2023 Share Posted September 25, 2023 https://www.freep.com/story/news/local/2023/09/25/ford-marshall-project/70964122007/ Looks like the Michigan battery plant is done. 1 Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted September 25, 2023 Share Posted September 25, 2023 1 hour ago, hllywd said: Anybody see this? Have no clue with regards to its veracity. Was forwarded to me by a buddy at ISA in Wayne. Yeah, it’s been making the rounds on Facebook. I’m not sure who that motor city crime report guy is but he seems pretty confident. Quote Link to comment Share on other sites More sharing options...
hllywd Posted September 26, 2023 Share Posted September 26, 2023 1 hour ago, fuzzymoomoo said: Yeah, it’s been making the rounds on Facebook. I’m not sure who that motor city crime report guy is but he seems pretty confident. While I admire his journalistic integrity for not revealing his source, the "I have heard..." line leaves me skeptical. At least MSM will quote "a high ranking UAW official who asked to remain anonymous because he was not authorized to speak on the record". Ford said over the weekend that we remain miles apart on wages and economic matters. Then with today's announcement regarding the Marshall (MI) battery plant being paused and Fain's reaction, color me skeptical (but hopeful) that an agreement is imminent. Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted September 26, 2023 Share Posted September 26, 2023 (edited) 24 minutes ago, hllywd said: While I admire his journalistic integrity for not revealing his source, the "I have heard..." line leaves me skeptical. At least MSM will quote "a high ranking UAW official who asked to remain anonymous because he was not authorized to speak on the record". Ford said over the weekend that we remain miles apart on wages and economic matters. Then with today's announcement regarding the Marshall (MI) battery plant being paused and Fain's reaction, color me skeptical (but hopeful) that an agreement is imminent. It would certainly provide one hell of a distraction As far as Fain’s reaction is concerned, I would expect that from him no matter what else is going on. Edited September 26, 2023 by fuzzymoomoo 1 Quote Link to comment Share on other sites More sharing options...
Captainp4 Posted September 26, 2023 Share Posted September 26, 2023 19 hours ago, akirby said: I predicted a plateau and we’re pretty close but I think it’s mainly about pricing right now. Drop prices $10k - $20k and sales will accelerate again. You’re just not going to get huge sales volume from $60k+ vehicles. Price would help, but I think with F and many others it's a product issue. While the ones they have out are great first efforts and come close, they still, in general, don't match comparable Teslas, cost more, and don't have access to the super charging network. Obviously most of this will change in the next few years, but the current BEV product is mostly "you almost had it" and I think it's starting to show. Quote Link to comment Share on other sites More sharing options...
akirby Posted September 26, 2023 Share Posted September 26, 2023 3 hours ago, Captainp4 said: Price would help, but I think with F and many others it's a product issue. While the ones they have out are great first efforts and come close, they still, in general, don't match comparable Teslas, cost more, and don't have access to the super charging network. Obviously most of this will change in the next few years, but the current BEV product is mostly "you almost had it" and I think it's starting to show. Demand was high until the price increases. And Ford will have access to the Tesla network. I think demand was limited for the current products (and BEVs in general) but once you get past $50k the number of potential buyers drops rapidly. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted September 26, 2023 Share Posted September 26, 2023 2 hours ago, akirby said: Demand was high until the price increases. And Ford will have access to the Tesla network. I think demand was limited for the current products (and BEVs in general) but once you get past $50k the number of potential buyers drops rapidly. BEV manufacturers weren’t prepared for the increases in material costs, I think it blew up their plans once early adopters got their vehicles and moved on. Companies like Ford will now spend years trying to do this or that with the new BEVs but it looks like most new vehicle buyers are not interested in BEVs, they’d sooner wait until the battery and charging technology is way more mature. 4 Quote Link to comment Share on other sites More sharing options...
paintguy Posted September 26, 2023 Share Posted September 26, 2023 13 minutes ago, jpd80 said: BEV manufacturers weren’t prepared for the increases in material costs, I think it blew up their plans once early adopters got their vehicles and moved on. Companies like Ford will now spend years trying to do this or that with the new BEVs but it looks like most new vehicle buyers are not interested in BEVs, they’d sooner wait until the battery and charging technology is way more mature. Think that is the benefit to having customers dip their toe into electrification through HEV or PHEV. I have had HEV and am open to PHEV. BEV still not there with the Ford charging network available now. My neighbor went BEV after owning a Volt PHEV. He does mostly short trips ad commuting. Doubt he uses a supercharger. Only so many realize that. 2 Quote Link to comment Share on other sites More sharing options...
Deanh Posted September 26, 2023 Share Posted September 26, 2023 2 hours ago, akirby said: Demand was high until the price increases. And Ford will have access to the Tesla network. I think demand was limited for the current products (and BEVs in general) but once you get past $50k the number of potential buyers drops rapidly. ...I think initial demand was more hype based than price, that said initially at least , the buyers all made 6 figures plus...demand didnt seem to go up in the slightest when Ford dropped the prices...at the most it was negligible, but the pricing is STILL not cheap in the slightest...and I cant forget 1 particularly pissed off Lightning buyer ( 10k price drop day after he bought his...he even called Ford directly....) Quote Link to comment Share on other sites More sharing options...
jpd80 Posted September 26, 2023 Share Posted September 26, 2023 9 minutes ago, paintguy said: Think that is the benefit to having customers dip their toe into electrification through HEV or PHEV. I have had HEV and am open to PHEV. BEV still not there with the Ford charging network available now. My neighbor went BEV after owning a Volt PHEV. He does mostly short trips ad commuting. Doubt he uses a supercharger. Only so many realize that. The question now for automakers is how to take that small group of hybrid / PHEV /BEV buyers and make the volume more than say Prius was at it height. There will always be people interested in efficiency and new technology, it’s getting the rest to even try electrification that’s difficult, politics is playing a part here with people liking or disliking BEVs for reasons other than actual limitations. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted September 26, 2023 Share Posted September 26, 2023 (edited) 15 minutes ago, Deanh said: ...I think initial demand was more hype based than price, that said initially at least , the buyers all made 6 figures plus...demand didnt seem to go up in the slightest when Ford dropped the prices...at the most it was negligible, but the pricing is STILL not cheap in the slightest...and I cant forget 1 particularly pissed off Lightning buyer ( 10k price drop day after he bought his...he even called Ford directly....) Mach E national dealer inventory continues to increase but a little slower now that production has been returned to it previous level. It not a good look being stuck with BEVs that are hard to shift without incentives, I wonder how long until Ford cries uncle and starts giving dealers money to move them. Pride and hubris play a part here, it will take a while for Ford to realise that it’s playing with an empty hand……. Edited September 26, 2023 by jpd80 Quote Link to comment Share on other sites More sharing options...
Deanh Posted September 26, 2023 Share Posted September 26, 2023 7 minutes ago, jpd80 said: Mach E national dealer inventory continues to increase but a little slower now that production has been returned to it previous level. It not a good look being stuck with BEVs that are hard to shift without incentives, I wonder how long until Ford cries uncle and starts giving dealers money to move them. Pride and hubris play a part here, it will take a while for Ford to realise that it’s playing with an empty hand……. there has been money hand over fist for the BEV Transits.....I doubt they will put too much on the Mach E's being they are being basically sold at a loss...Lightnings I cant comment on...but I havent received any calls on them what so ever...of the 3 in the lineup, the "Machs" are the most "popular " ( if thats the correct word for something moving so slowly ) 2 Quote Link to comment Share on other sites More sharing options...
tbone Posted September 26, 2023 Share Posted September 26, 2023 2 hours ago, Deanh said: ...and I cant forget 1 particularly pissed off Lightning buyer ( 10k price drop day after he bought his...he even called Ford directly....) I’m not sure I would buy another Ford if that happened to me. But at the same time, where do you draw the line. 1 Quote Link to comment Share on other sites More sharing options...
Deanh Posted September 26, 2023 Share Posted September 26, 2023 1 hour ago, tbone said: I’m not sure I would buy another Ford if that happened to me. But at the same time, where do you draw the line. It was a 10k difference completely out of our hands, and FWIW Ford TD'ed him..... 2 Quote Link to comment Share on other sites More sharing options...
Rangers09 Posted September 27, 2023 Share Posted September 27, 2023 6 hours ago, paintguy said: Think that is the benefit to having customers dip their toe into electrification through HEV or PHEV. I have had HEV and am open to PHEV. BEV still not there with the Ford charging network available now. My neighbor went BEV after owning a Volt PHEV. He does mostly short trips ad commuting. Doubt he uses a supercharger. Only so many realize that. Totally agree and the PHEV route was our option. I am happy with driving on electric, but am even happier to know that we have the gas engine for back-up. Sure helped us a couple of nights ago, when we drained the battery before getting home, on a trip we have done many times, usually having 15-20% battery remaining. Yes, ambient temperature and use of the cabin heater put a significant dent in the range. Regardless of how much we are enjoying the PHEV, the experience has not converted us to a BEV, at least in the short/medium term,. If anything, the PHEV has confirmed my research, as by highlighting the BEV's significant limitations, it confirmed we purchased the correct vehicle for our needs, at this time. 3 Quote Link to comment Share on other sites More sharing options...
ice-capades Posted September 27, 2023 Author Share Posted September 27, 2023 (edited) COMMENTARY: Autoworkers Union Veers Off the Road in Demanding More Money for Less Work Washington Post Writers Group via Las Vegas Review-Journal https://www.reviewjournal.com/opinion/ruben-navarette-jr-autoworkers-union-veers-off-the-road-in-demanding-more-money-for-less-work-2911444/?utm_campaign=widget&utm_medium=latest&utm_source=opinion&utm_term=RUBEN NAVARETTE JR.%3A Autoworkers union veers off the road in demanding more money for less work Las Vegas Review-Journal_2023-09-27_Commentary_Autoworker Union Veers Off Road With Strike Demand.pdf Edited September 27, 2023 by ice-capades Additional Content Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted September 27, 2023 Share Posted September 27, 2023 The fact the media has latched onto this 32 hour week thing is absolutely hysterical. Shows what a joke they really are. 1 Quote Link to comment Share on other sites More sharing options...
akirby Posted September 27, 2023 Share Posted September 27, 2023 1 hour ago, fuzzymoomoo said: The fact the media has latched onto this 32 hour week thing is absolutely hysterical. Shows what a joke they really are. Not at all. That’s what Fain is/was demanding. You can’t make demands, go on strike when those demands aren’t met and then tell the media to ignore those demands. If it’s not a real demand it shouldn’t still be on the table at this point. 4 Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted September 27, 2023 Share Posted September 27, 2023 38 minutes ago, akirby said: Not at all. That’s what Fain is/was demanding. You can’t make demands, go on strike when those demands aren’t met and then tell the media to ignore those demands. If it’s not a real demand it shouldn’t still be on the table at this point. Fain hasn’t publicly talked about it in at least 2 weeks Quote Link to comment Share on other sites More sharing options...
Oac98 Posted September 27, 2023 Share Posted September 27, 2023 3 hours ago, fuzzymoomoo said: The fact the media has latched onto this 32 hour week thing is absolutely hysterical. Shows what a joke they really are. We all know that shit isn’t gonna happen! It is quite hysterical for real. 1 Quote Link to comment Share on other sites More sharing options...
silvrsvt Posted September 27, 2023 Share Posted September 27, 2023 2 hours ago, Oacjay98 said: We all know that shit isn’t gonna happen! It is quite hysterical for real. But that is the issue-now your just asking for things that aren't going to happen that are going to muddy the conversation on real issues. 4 Quote Link to comment Share on other sites More sharing options...
Deanh Posted September 27, 2023 Share Posted September 27, 2023 54 minutes ago, silvrsvt said: But that is the issue-now your just asking for things that aren't going to happen that are going to muddy the conversation on real issues. deflection tactics...very commonly used in Politics....create noise over here to take away from whats REALLY happening over there.... 2 Quote Link to comment Share on other sites More sharing options...
wildosvt Posted September 27, 2023 Share Posted September 27, 2023 18 minutes ago, Deanh said: deflection tactics...very commonly used in Politics....create noise over here to take away from whats REALLY happening over there.... Exactly, The sole reason Biden came to Michigan is because Trump said he was. 2 Quote Link to comment Share on other sites More sharing options...
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