Ford is making a big hoopla out of CE1 because its mass roll out plan for BEV F150 is looking decidedly over blown.
Nobody really knows if enough buyers will be interested in the new mid sized BEVs but really what else can Ford do?
Back when Ford delayed the three row BEV the first time, that was to give Mache more production space and to give battery production capacity over to e-Transit.
The plant where the fire happened may be closed down until early next year. The F-150 sales crown is probably safe this year. Next year too, unless something else happens.
There's also the KC (F150) plant and KTP (Super Duty) that it doesn't mention as decreasing production. I think Expedition/Navigator were cut to keep the SD going.
Hopefully Ford will be able to source aluminum from another supplier. Even if it does require paying tariffs. That’s an incredible sales streak to risk for a short term production and profit issue.
Well, luckily as of Q3, they have a 66,101 unit lead over Silverado. But yeah, this could potentially impact that if it lasts too long.
The article said half capacity until Oct. 27.....I don't know if that means after that they might be back to normal? Or hopefully it doesn't mean that they'll have to cut further at that point.....