- Joined
- Dec 2, 2021
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- Grand Rapids
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- 2005 GMC Envoy
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- 2.0L EcoBoost
The question is if Ford's estimated build capacity per month was estimated correctly. In November, everyone was saying that Ford was RAMPING up production.. possibly double. If I remember correctly December was a decrease in production (Christmas) and January really wasn't all that much better and I'm suspecting that February won't be good either. It's very possible that they won't even be close.The assumption here is that Ford won't be able to fill (almost) all the orders. That may be true, but it may not. If Ford cut off ordering (almost) in time, then they will be able to fill (almost) all the orders -- possibly minus some options. We don't know if they did, but we'll find out eventually.
The allocation issue seems to me more related to when an order will be filled than it is to if an order will be filled. Ford's memo says: "the priority for remaining production will go to unscheduled Maverick retail orders." To me, that means that they are attempting to match production to existing retail orders and that the trucks will eventually go to those retail orders regardless of any allocation scheme.
It's hard for me to believe that Ford would say "Yes, you have the orders. And, yes, we have the trucks. But we're not going to send them to you because you don't have allocation."
I can't say that for sure, but when I read the memo that is what I see.
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