To come to Ford's defense, a bit, there's a corresponding article on this in today's Detroit News (behind paywall). It was mentioned that several suppliers for the cancelled Oakville 3-row BEV were especially disgruntled. I'm sure their sour grapes carried over into this survey.
BUT - at greatly reduced velocity. Every manufacturer (except maybe the Hyundai/Kia conglomerate) are putting the brakes on their planned EV investments, and are actively steering investment back towards ICE and hybrid/plugin hybrid vehicles. The mass market adoption assumption that drove investment earlier this decade has been undermined. Not saying I agree, just observing what virtually every company are doing these days.
Also, there was discussion above about C2 being amortized already, but I'd push back a bit and say that if you keep dropping models off the platform, the less economies of scale you'll get.
The good part is that a delay buys Ford time
and with the way things are changing recently,
that’s a precious commodity when it comes to
making Product decision.
Keeping Escape around also keeps the hybrid version
as something they don’t have in Bronco Sport.
Longer term, I would love to see Escape and Edge replaced
by 76” wide 2 row SWB and a 3-row LWB on same platform
much like Ford China with Equator and Equator Sport (Teritory)
Not saying those exactly but proper C2s using that idea.
There’s gotta be a way to round up all the nice, viable C2 possibilities
into a plant like Louisville and move CE1 to a better facility.
The latest supplier index came out, and Ford's score continue to decline, while Toyota, Honda and GM scores rose. This is absolutely unacceptable. No wonder they have such pitiful quality scores.
Here's a link to today's Autoline Daily. Go to the 5:59 mark:
https://www.autoline.tv/daily/ad-4058-tesla-cybertruck-trade-in-values-plummet-suppliers-love-gm-hate-ford-aito-shoves-bmw-mercedes-audi-aside/
Its because it has a separate glass like the old Explorer or Escape do. I'm guessing its partly due to that since it would be really easy to break it while that was open and then open the hatch.
I haven't heard my wife complain about not having it on her BS vs her old Escape.
Ford invested in the wrong EV. It's a statement of fact.
The market was not demanding 7,000 lbs F-150 EVs but that's where Ford put its eggs in the basket. Meanwhile, there is no replacement for Escape in the US (I mean compact CUV is only the biggest segment in the market so why would Ford want to compete there right?) and Ford Europe laid goose eggs on its collab with VW.
The industry is still moving towards EV. The mandates will probably be modified in some way but they are not going away. Germany, California, China are not going back from >20% EV marketshare to single digit. This train is only going in one direction, the only variable is how fast the train is moving.
The CE1 approach was and still is the right move. They just need to bring those to market quickly before the market leaves Ford behind.
I think I agree with the assessment of it being a move to boost inventory ahead of plant shutdown and product cancellation.
I didn't realize there was no power liftgate on any BS model.
I still disagree with that idea too - the three coexisted for a while, and Edge sales were still healthy.