Unfortunately, Ford isn't breaking down production numbers of E-Transit (or Lightning), nor inventory levels.....I was trying to find if it's something related to production.
Yea, good points. Also, Equinox EV qualifies for the $7,500 federal tax credit, potentially reducing price of the base LT 1 version to $26k. Sure it's styled like an anonymous blob, but Equinox EV is a mighty fine car for $33k, and an amazing bargain at $26k. Even the loaded higher trims like RS are reasonably priced:
All of the traditional automakers, GM included, are still in "startup" phase with their EV operations. So it's expected that they don't turn a net profit now. GM's makin' progress on that measure though. The head honcho said in January that GM's EV ops became "variable profit positive" at the end of 2024:
GM CEO Mary Barra described its EV business as “variable profit positive,” in which the revenues from its EVs exceeded the fixed costs of manufacturing the vehicles, including labor and building materials. It did not include costs such as building assembly lines, but it does show that GM is making progress on its EV business.
Last year, Barra said the automaker would start making money on its EVs by the end of 2024. But today’s report suggests that there is still some work to do before GM can make good on its promise.
That is similar to my first thought; that most E-Transit sales are commercial and not to private buyers, unlike Lightning and especially Mach-E. One poor month for E-Transit I can accept as an anomaly, but an entire quarter and June in particular shows a downward trend that’s hard to explain other than that demand for this type of vehicle has essentially disappeared. Obviously much depends on price and I have no idea what Ford may be doing in that area. Maybe they stopped taking a loss on each unit. If I had to guess, and that’s all it is, business owners may have determined that BEV commercial vans do not offer all the advantages they expected. Just a guess though. We’ll see what happens over next few months.
Whatever the number of Corvette e-Ray GM sold. Since GM presented the numbers for all Corvettes, not e-Ray specifically, my guess is that e-Ray sales are 3%of total Corvette sales for the first half of the year. 3% of 12,595 is 378. That's my final answer, 378 hybrids sold by GM in the first half of the year. 😄
Why do you ask?
As I said in the other thread, none of us are saying the new Navigator is terrible, just that Ford didn't push far enough. It's great that sales are their strongest in years, decades even, but it'll be interesting to see what happens as '24 inventory clears out, and whether it can maintain this pace.
You are correct in a sense that GM has traditionally skipped MCEs and just done new version every 5-6 years, but sales have remained strong. I'd say your comment is an exaggeration, IMO. While it may not have had some of the creature comforts others offered, embarrassing is a strong word. But it also offered features elsewhere (ex. night vision) that others didn't have that sort of offset the second row limitations.
---
None of us are saying the new Navigator is terrible, just that Ford didn't push far enough. Sales are their strongest in years, decades even, but it'll be interesting to see what happens as '24 inventory clears out.
So I revamped my charts and I put together a look at the entire truck market for all of the competitors in each segment (I didn't do ICE vans, though) - enjoy......
Also, Tesla and Rivian haven't reported any figures yet, but I'm not going to wait on them, as they're weird in their reporting anyway.
Please note, it's been a lot of work to create this new setup when I've have time, so there may be some errors - let me know if you see any....thanks!
So I revamped my charts and I put together a look at the entire truck market for all of the competitors in each segment (I didn't do ICE vans, though) - enjoy......
Also, Tesla and Rivian haven't reported any figures yet, but I'm not going to wait on them, as they're weird in their reporting anyway.
Please note, it's been a lot of work to create this new setup when I've have time, so there may be some errors - let me know if you see any....thanks!