Originally the 2.3 EB Hybrid Mustang was going to be pitched as sub $40k, not much interest from clinics so they didn’t proceed. At some point I think people started conflating that vehicle with Mustang based four door car which has been circling the airport for years.   Sometimes people see what they want to see……  

10-4. Japan Inc's best kept secret. We bought a 2025 CX-90 last August, and, while we don't love this SUV, we do really like it. The interior appointments punch above its weight, except for Mazda's corporate-wide wonky infotainment system. You can eventually get it to do what you want, but the pathways are non-intuitive.This was almost a deal breaker for us, and I assume others. Good power from its sweet 3.3l. turbo inline six and 8spd AT; with paddle shifters! Ironically, this biggest Mazda is built in Hiroshima, only the CX50 is built here at 50-50 joint venture MTM Huntsville AL. which also produces the Toyota Corolla Cross. CX-90 and other Mazda's are available as a PHEV, but they offer no BEV. Mazda's North American sales were a combined 304,000, or 48% of their total global sales. a plant on this continent might make sense, as Suzuki builds a lot of "affordable" A-and B-class models globally. Mazda's OTC stock (MZDAF) is trading at $8.52, up from $5.50 last April. Maybe the Suzuki deal proposed in the article is making sense to Wall Street as well.

Maybe the compressor isn't under the hood on the Blue Bird ?  Remember, Ford has to build the chassis with the compressor under the hood for ALL upfitters.  BlueBird can customize theirs as they know it's going to be a school bus and they know where that have room with the frame to put stuff like compressors and air tanks.  So, it's really a different ballgame.  Or, maybe they know their heat load and feel it's safe with the compressor under the hood.  Ford has a MUCH wider array of products to build for than Blue Bird's special use case.

Actually, what I found more interesting about that press release was this note.....   Tennessee Truck Plant: On the BlueOval City campus, the Tennessee Electric Vehicle Center is renamed Tennessee Truck Plant. The facility will produce all-new Built Ford Tough truck models with production starting in 2029. These new affordable gas-powered trucks will broaden Ford’s truck family and extend its market leadership, replacing the previously planned next-generation electric truck.   They said models, plural...........   It could mean nothing (i.e. trim levels/packages, or even body styles like 2-door, 4-door etc), or it could also mean different vehicles.

You're connecting dots that aren't there.   1) Nothing in that says the EV van that was canceled was Transit proper.....it too may have been a smaller van.....IIRC, the small van was initially a BEV model on CE1 (so this is what I think was cancelled). 2) even if #1 wasn't true, and the cancellation of an all-electric Transit model was true, that doesn't automatically mean this new model is some sort of complete replacement of ICE Transit. 3) We know Ford is working on a small van. 4) One of the lines in the release was "Ford also plans to replace a planned electric commercial van for North America with a new, affordable commercial van — with gas and hybrid models — to meet the needs of commercial customers." This line also points to a smaller model, not to mention if it is C2-based, a hybrid would also fit the bill.   Nothing in this press release points directly at what you're saying, and you have to twist yourself in a corkscrew to reach the conclusion you did, especially considering what we know. The data points point more toward a Transit connect replacement than replacing Transit with something else.

It all depends how expensive CD6 is.....I thought it was pricey, which is a factor in it not being used elsewhere.     Borg also completely forgot about that model until others pointed it out, so I'm skeptical on his knowledge of what's coming.......not saying he's necessarily wrong, just that he doesn't know everything like he projects.   I still think this leaves the door open for a S650-based model to start at $38 or something just under the $40k mark.

I'm having that problem where you see a picture one way and you can't unsee it lol, I can't make it work the way you're saying in my brain. Hopefully we get some more pics of this thing soon.

....and here I thought it was only Ford that changed plans after making them. LOL

So their plans changed.....as the article mentioned, there was previous reporting of a compact truck coming in 2027....

You should be asking, "How much will EU Transit share with the updated US version moving forward"