Care to share your proof the plant is "maxed out" on production capacity?the plant in Mexico is maxed out - they produce 25k vehicles a month, so they are producing at normal capacity.
Do you know for a fact how many actual production lines are available at the Hermosillo plant?
Do you know for a fact how many days per week they run?
Do you know for a fact how many shifts they run per day?
Do you know for a fact how many employees they have?
Do you know for a fact how many employees can/do work overtime?
As someone who worked a few years in production in various roles early in my career, I can tell you 1st hand production capacity is fluid and adaptable based on the above questions I posed. They can add or drop shifts and offer overtime as needed to address capacity. They can also add more lines, which will be inevitable when next generation Transit Connect shifts production there as Farley already confirmed.
It is far more likely they are limited by materials and have a very good estimate of how many more Mavs they can build this year based on supplier commitments, and thus cut off new orders when they did hoping/expecting to build as much of the balance of unscheduled orders as possible (within constraints) for MY2022.
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