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Is a Bigger Hybrid crunch coming? -- warning signs do exist.

Watchman

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In addition to many articles out there like the one below published over the past many months, there is plenty of evidence there is and will be big problems producing the Hybrid Maverick until the battery supply problems ease. Ford certainly saw this coming for some time because just a few months ago additional Ford 2.0 Ecoboost engines were assigned to be built at the Cleveland Engine Plant in Ohio. This indicated that the existing plant supplying 2.0 EB engines were going to need help meeting demand. This directly relates to the 65% - 35% (Eco-Hybrid) numbers released just prior to opening the 2023 order banks.

Increasing the manufacturing of the Hybrid engine is not the problem, Ford could and would -- if they could just get more 27-kW, 1.1-kWh battery packs.

Please understand I am not saying Ford handled Maverick production overall the best they could have. I have been waiting eleven months for a Hybrid Lariat that was pushed to 2023. The thought of others waiting longer is absurd.

1. I can understand most of what Ford is dealing with but the biggest "constraint" for me has been information.
2. If the folks at Farley's Steakhouse would just tell us how many people are in line, we would have some idea when we would be seated!
3. If they knew they were going to run out of Steaks, they should not have let more people get in line.


By: Nat Rubio-Licht
April 18, 2022

The ongoing global chip crunch has made consumer electronics tougher to track down. The electric vehicle industry faces a similar conundrum, but instead of semiconductors, companies are staring down a shortage of materials to make batteries. Rivian CEO RJ Scaringe predicted that the supply of EV batteries would become a huge issue in years to come.
The chip crunch, Scaringe said, would look like a "small appetizer to what we are about to feel on battery cells over the next two decades," according to the Wall Street Journal.

While giving press a tour of the company's factory in Normal, Illinois, last week, Scaringe said that building enough batteries to keep up with demand for EVs would be a major hurdle for the industry. He anticipates shortages in every part of the battery building process, including mining raw materials like cobalt, lithium and nickel, processing materials and building the battery cells themselves.

“Put very simply, all the world’s cell production combined represents well under 10% of what we will need in 10 years,” Scaringe told reporters, according to the WSJ. “Meaning, 90% to 95% of the supply chain does not exist."
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Shay

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Ford's chosen build ratio of Hybrid 35% and EcoBoost 65% isn't about constraint on batteries or parts for its hybrid powertrains. It's about a choice they made for their production mix that offers up the best profit margin business plan at the end of the build year. This is most likely in part because the additional profit margin for the EcoBoost balances out what may be a low or negative margin for Hybrid. This is typical in the industry.

They are adding the hybrid powertrain to the Bronco Sport for the 24 model year, and PHEV will be rolling out for both likely by 2026 if not earlier. (Im hoping PHEV for Maverick in 24 in its first refresh) They have ability and capacity to build all they need.
 

Bob The Builder

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It is going to be very interesting to see how Ford does going forward with producing MY23 Mavericks in general and the Hybrid specifically.
 

Bob The Builder

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DesertSweat

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Bob The Builder

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It's a joke. There are far less hummers produced. It's over 200kwh
That's gonna take some time to charge on a level 2 household charger. Gotta wonder how many people will even realize that when they plunk down the bucks for one of those tanks.
 

Impetus19

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Well it was a joke. The hummer EV is a 213kw battery. Which is freaking huge. So I guess it's not so much a joke.
213 kwh, but wow that is massive.
 
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Syntax Error

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Clubs
 
I just hope my order will be one of the 35% Hybrids produced in MY2023.
 

fossil

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somebody needs to tell the makers of the ten new battery plants in the USA to pack it in.
it would save them billions.
 

fossil

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oops
 

atomguy245

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I'm thinking that Ford shutting off 2023 orders so quickly indicates that there was an even bigger ordering issue with 2022 than we realized. I do feel bad for any 2022 order holders who didn't make it to the dealer in time for reorder a 2023.
 

mtd14

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Ford's chosen build ratio of Hybrid 35% and EcoBoost 65% isn't about constraint on batteries or parts for its hybrid powertrains. It's about a choice they made for their production mix that offers up the best profit margin business plan at the end of the build year. This is most likely in part because the additional profit margin for the EcoBoost balances out what may be a low or negative margin for Hybrid. This is typical in the industry.

They are adding the hybrid powertrain to the Bronco Sport for the 24 model year, and PHEV will be rolling out for both likely by 2026 if not earlier. (Im hoping PHEV for Maverick in 24 in its first refresh) They have ability and capacity to build all they need.
Why do you think the EB is higher profit margin if not because the battery and hybrid power train costs?
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