The E-Transit is being built on the Transit platform and not its own bespoke platform, so the math on that is different.   Ford is supposed to come out with a second gen EV van in 2028 to be built in Ohio. But I wonder how that is going to pan out going forward with the changes in the market. 

Your forgetting the Footprint rule for CAFE...smaller ICE vehicles like the Trax would be hurt by that.   Plus i'm going to assume that there is a floor that smaller vehicles are limited to if you actually want to make a profit on them.   

I'm guessing that it will be limited to a single powertrain that is shared with whatever the CN market one has. 

I wonder if it'll share the same 2.0EB Hybrid the Nautilus has?

Yup, that's what I was pointing out above - they gave it a more thorough refresh, which will benefit our market instead of the "add a chrome strip" approach to a refresh that we got.      

The Chinese version of the Corsair looks better anyways. It also has the dash wide screen like the nautilus which I imagine would help it in its segment.

I suspect that upgraded-vehicle schedules may be influenced by next generation of HEV, PHEV and possibly EREV powertrains.  Just a guess based on what we have seen in other markets.

They did have CD4 there at one point for Fusion.  BUT.  As has long been discussed, Flat Rock can't produce anything taller than a sedan profile.  So it won't be as cheap as just putting the tools in.  They'll have to redo the plant to accommodate taller vehicles.

Excellent point showing that if there was considerable demand for a Slate-like truck, other than it being electric, that manufacturers could offer a similar-size ICE truck for near $20k.  The Trax is similar in size and it would seem a pickup based on it would cost no more than the passenger version.  Granted, Slate has some coolness factor for now but that won’t last.  Just shows price parity between BEV and ICE has yet to be achieved.

I wonder what kind of investment it would take to add C2 at Flat Rock? Even if Ford does eventually build a 4 door Mustang there will be plenty of excess capacity.