You might have left some money on the table,,,,,   HRG

The second idea

Its werid-I've mostly owned compacts and a couple subcompacts-I hated how "big" my SHO was-it was like 201 inches long. I think I'd hate having a pickup since the vast majority of them are well over 200 inches long.   The sweet spot for me is a vehicle between 170-190 inches long. 

When we went shopping for a replacement vehicle for the girlfriend last fall, she confidently stated, I want something smaller (she had a 2018 Ford Escape at the time and in the interim, had retired from her 30+ year job with the long commute) I explained to her, that the Escape is as "small" as it gets in the Ford lineup and if she persisted, we would have to look at other brands. "Fine with me!" she says and off we go a-shoppin' for "something else"...she looks and looks and then settles on a Mazda CX-30....when we took it for a test-ride, her statement of "Wow, this thing is small..." kinda unnerved me (lol) but after the test drive, we went to her favorite salesman at her favorite Ford store, test drove and then bought Escape #6, a 2024 ST-Line model and everything is right in the world....that is until in 6-8 years from now when she wants another car and finds out that Ford has not replaced Escape in the line yet....I hope I am wrong about that part....

From Automotive News:   Complete article: https://www.autonews.com/ford/an-ford-q3-earnings-1023/

Thanks, just saw this snippet in linked article   https://www.foxbusiness.com/lifestyle/americas-top-selling-vehicle-faces-production-hit-after-fire-supplier-facility-analyst-says     Sounds like there will be some supplies of aluminum coming from other locations but yeah, pretty sure that Ford will have to work down it’s +200k F Series inventory to keep as many customers as possible…..lest they go shopping at GM or Stellantis…

I saw it straight away but was concerned about being called a Spelling Nazi in today's political climate, so I let it go. 

I think another benefit of the Kanban concept was you minimized inventory costs..from the carrying cost of maintaining a large inventory, to in the long term,  the cost of the  additional warehouse space.

This obviously wasn't the case at the time but we follow pattern bargaining with the big 3 in Canada. With the mothballing of a Stellantis and GM plant happening this month, Unifor will likely have to target one of those companies to try and save those two plants. We are set up for a pretty bad bargaining next year when our contract is up and I'm sure that the big 3 will be going after some pretty heft concessions with the current economic situation in Canada.

There's also supposed to be the E-REV versions of all 3 vehicles coming out in the future for those 3 models as well (with OAC taking the lead on Super Duty E-REV), but who knows what demand will be like for them...   Farley seems to mention it whenever he is interviewed that KTP is running at max capacity as well.   OAC Is only supposed to be opening on 1 production shift whenever we get going so it seems like we are purely an overflow plant at this point. It definitely gives Ford flexibility if Expedition and Navigator demand requires shifting some production of SDs at KTP.