Also, we've talked about it in the past, but it's also relevant thoughts on this announcement....
What's interesting to me is that these CE1 products are going to Kentucky. Meanwhile, they're building BOC, which will be vastly underutilized at this point.
Obviously they have more data than we do, but from an outside perspective, I'd have done this instead:
-Consolidate all new BEV production (except Mach E since it's established) at BOC, including next gen Lighting, T3, and CE1 products, and allow that plant to have some volume until the market for BEVs grow enough to warrant additional plants.
-At the same time, I'd rebody the current ICE/hybrid Escape and Corsair on the same C2 platform with new, updated styling inside and out, but retaining powertrains etc to keep costs lower. Keep production at Kentucky, and sell them alongside the CE1 products to give customers a choice/let market dictate product mix in the short term. And then, as the CE1 BEVs (ideally) become more popular, THEN phase out the ICE models.
This approach doesn't allow for supercharged growth of BEV products if the CE1 models do prove popular, but it helps to safeguard plant utilization against an uncertain BEV market.
The previous big shot at Lincoln (some lady named Dianne, who retired this year) made the mistake of not adding at least 1 EV to the Lincoln lineup since 2022. That means the current big shot (some dude named Joaquin) has to act fast to fix that.
I like your idea for offering CE1 + ICE/Hybrid versions of the next Lincoln Corsair.
...And subscriptions don't forget the subscriptions. All that incredible technology will undoubtedly come with subscription requirements to operate. This seems to be a trend; make the hardware standard and then require payment to make it function e.g. BlueCruise, https://www.fromtheroad.ford.com/us/en/articles/2024/ford-lowers-bluecruise-annual--monthly-plan-pricing#:~:text=For 2025 model year vehicles,reflected on their next payment. and Ford Connectivity https://www.ford.com/technology/connected-services/connectivity-package/?intcmp=CSlp-cta-connectivityPack. Both of these will be expanded into more vehicles for 2026 and beyond.
Cars are getting like printers; Sell the printer then charge ridiculous prices for the ink. The folks that create and sell devices to pirate streaming channels are no doubt hard at work coming up with workaround devices to open the blocked features.
Eh, Ford likes excessive gaps between debut and launch.....a year has been a good baseline in the past....and if it's a '27 model, that wouldn't be shown until next year sometime.
I know I'm being pessimistic, but I'd rather think this way and be pleasantly surprised than get my hopes up for a full reveal and have them show a skateboard and a couple of specs.
Something to also keep in mind - they still have to retool the factory too.
They can reveal platform targets (i.e. range estimates, charging capabilities, production efficiencies, etc) without showing the body that goes on them.
Have we even seen any product mules yet? For something that is allegedly out next year?
I'll be happy if they actually reveal product, but I'm expecting a let-down because it'll be platform details with actual product shown next year.
Product-wise for CE1, I think we're going to see:
-Escape replacement
-"Maveranger" - the Maverick-Ranger tweener EV truck
-Transit connect EV van replacement, which tracks with Farley's comments on urban duty cycles of commercial vehicles
The big question I have (aside from product reveal/launch timeline), is Corsair.....there seems to be no talk of a replacement, and it's horrible to pull the plug on 1/4 of Lincoln's lineup as it's starting to hit its stride.....unless they just import the Chinese ICE/hybrid one alongside Nautilus? I think it's a mistake to go full EV with it. I'd add product - give them a CE1 "Corsair" and import the Chinese ICE/hybrid, and let buyers choose.
So maybe less radical than this Ford patent where the cab is pushed basically all the way forward, but still something with a shorter hood that has more conventional truck like styling?
From my understanding, the first CE1 product will release in the second half of 2026, so we're basically a year out. A lot of Ford's rivals revealed their 26/27 products months, or even years ago.
I don't disagree with what you're saying, the thought has occured to me that this could be basically nothing despite it being this big event. But for the life of me, I can't really think of anything significant Ford can reveal that doesn't revolve around revealing something tangible.
Like Ford's told us what the platform is, where it will be built, what sort of vehicles will use it, what group has engineered it, the vehicles it's trying to compete with, and what price point they're targeting. They've already basically told us everything they can tell us without actually showing us the vehicle. It's possible this event is just them saying the same stuff they've said for 2 years and that's it, but I don't see what you would hold a special event if that's all you were gonna do.
I agree, especially after hearing Farley's interview that I just posted. He called out "show everyone the platform", and didn't mention actual vehicles.
I'm guessing we'll see the "skateboard" and they'll talk about how we can put xyz bodies on it.
That said, it wouldn't be the first time Ford shows a vehicle and has an excessively long gap between debut and on-sale date.