Lets also keep in mind that Mustang is done on a budget and we are still dealing with 20 year old roots in the 2005 S197 platform   The screen integration looks ok, but I'm sure they could have done a better job if they had a bigger budget to make them more integrated into the dash vs using what they had. 

Move MachE to Louisville or BOC and turn CA into another C2 plant for Edge, Nautilus and Corsair.

Could it also be availability of drivetrains? With Escape ending production, Ford now have access to hybrid batteries, trannys, and Atkinson cycle engines to be reassigned elsewhere in the Ford line up (same for the Ecoboost engines used in Escape). If one assumes that Ford is to some extent capacity constrained in the drivetrain arena (especially on the hybrid drivetrains), then a nice chunk of capacity will be coming available to be used elsewhere in the product line. More Maverick hybrids? Bronco Sport? Maverick van?  

If Cuautitlán Assembly gets upgraded to build out CE1, that is a distinct possibility. 

What's interesting is Farley made a comment on how Ford wouldn't be investing in 50-60 grand electric SUVs. The mach-e, particularly certain trim levels like the gt, rally, and so on, are basically right in that price range.    I wonder if that means mach-e is done after one generation, or if it means a CE1 based mach-e will be significantly cheaper, selling for like 25-40k instead of playing at the higher price points. 

Whoops..this is getting sticky but let’s just say that CE1 products are mid -sized as in bigger than compact but smaller than full size.

How do you know the width of a CE1 van?

Returning to topic, Ford Universal Electric platform is Farley’s baby, any other BEV programs will now be reworked to include the new construction processes revealed recently. So much money could be saved by moving Mach E away from GE and GE2 Ford could quickly catch up and cover compact and mid-sized Electric vehicles.        

Theres a lot more 3s and Y’s out there so potentially more insurance claims. Lets face it, the cost of repairs are hideous especially when involves giga casting and battery replacement. I wouldn’t be surprised if many are declared write offs - especially if Tesla walks away from them.