Updated Commodity Constraints List as of 2/13/23

[Christenhildebrandt]

Red = over capacity
Black = under capacity

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[dags1207]

More of the same. I wonder if Ford will accept and put hybrid as a constraint on the weekly scheduling updates.

Thanks for the update!

 

[Christenhildebrandt]

Only the bottom 3 went up 1 in red otherwise pretty much the same.

 

[Allen King Jr]

So....mine is still constrained....maybe someday it will break the chains and become free!!!!

 

[Automate]

Interesting the Hybrid / EB numbers did not change even though they have scheduled since the last published commodities list.

 

[Dadmezz]

I've seen my model sections given to newer orders.
The overwhelming constraint is Ford's damn allocation system.

 

[commadorebob]

Interesting the Hybrid / EB numbers did not change even though they have scheduled since the last published commodities list.

Yep. Basic math puts it at 74-26 as current order ratio. Despite Ford's constant proclamations that they can only built hybrids at 35% capacity, they are scheduling them at 50% capacity and burning the extra EB capacity on non-retail orders.

 

[Christenhildebrandt]

Yep. Basic math puts it at 74-26 as current order ratio. Despite Ford's constant proclamations that they can only built hybrids at 35% capacity, they are scheduling them at 50% capacity and burning the extra EB capacity on non-retail orders.

When are your current projections based on the new math when Ford will be through all retail orders based on that new assumption? I am wondering when they will issue the change or not be built order for Maverick.

 

[commadorebob]

When are your current projections based on the new math when Ford will be through all retail orders based on that new assumption? I am wondering when they will issue the change or not be built order for Maverick.

Doesn't change the hybrid outlook. All it does is make it take longer to burn through the EB orders. Hybrids are on track based on the numbers released over the past two weeks.

So, then the question becomes... why? Why keep the EB orders open that long when the capacity is there? Why drag them out? It can't all be allocations. I wonder if Ford is purposely adding non-retail stock because they don't have to price protect those. But the year-end net would be the same if the just chewed through the EBs and then opened up EB capacity to the wind!

Don't know.

 

[Bingisser]

Red = over capacity
Black = under capacity

Is new here so does this mean my XL hybrid will never be built

 

[Christenhildebrandt]

Doesn't change the hybrid outlook. All it does is make it take longer to burn through the EB orders. Hybrids are on track based on the numbers released over the past two weeks.

So, then the question becomes... why? Why keep the EB orders open that long when the capacity is there? Why drag them out? It can't all be allocations. I wonder if Ford is purposely adding non-retail stock because they don't have to price protect those. But the year-end net would be the same if the just chewed through the EBs and then opened up EB capacity to the wind!

Don't know.

I am guessing that they are hoping a bunch of hybrid people will switch when given the the final build or no build. Worst comes to worst Ford just has EB stock to give to dealers. Although looking at Bronco Sports now I guess the long play is wait another year or two and there will be tons of mavericks.

 

[commadorebob]

I am guessing that they are hoping a bunch of hybrid people will switch when given the the final build or no build. Worst comes to worst Ford just has EB stock to give to dealers. Although looking at Bronco Sports now I guess the long play is wait another year or two and there will be tons of mavericks.

Which considering the fact they were hoping people would jump to EB, it makes even less sense to drag those orders out. Burn through the EBs and then the hybrid people still waiting are only waiting because they want to. Ford can then be a little more gruff at the end of the year when the model year runs out: "you've known since January we couldn't build them all and had the chance to jump to an EB since June and get it in a month."

By dragging the EBs out, they specifically lose that argument.

/ranting posts (I need to go do scoutmaster things...)

 

[Christenhildebrandt]

Is new here so does this mean my XL hybrid will never be built

My best interpretation of these charts as an outsider is the less red numbers you have the better chance you have. Since we are hybrid that is the biggest problem. XL is being built at 15% so odds are longer than XLT at 59%. But it all depends on your dealer and ford scheduling. So there is a chance.

 

[MJ Heat]

Apparently dealer allocation is the king maker. Those of you who really want hybrids should start researching today what dealers have beneficial allocations, & contact those dealers to get build sheets on file. If those orders get placed the minute that the order portal next opens, those orders will almost certainly be filled. My hybrid order was booked by a high allocation dealer at 5:30am 9/16/22 & I am driving my Maverick now. Good Luck!

 

[Last Truck Ever]

Which considering the fact they were hoping people would jump to EB, it makes even less sense to drag those orders out. Burn through the EBs and then the hybrid people still waiting are only waiting because they want to. Ford can then be a little more gruff at the end of the year when the model year runs out: "you've known since January we couldn't build them all and had the chance to jump to an EB since June and get it in a month."

By dragging the EBs out, they specifically lose that argument.

/ranting posts (I need to go do scoutmaster things...)

Okay, but here's the part I don't get: dealerships who took more orders than they have allocations for apparently know that now (Ford didn't give clear allocation info before the bank opened). So now that they know, Ford should be leaning hard on those dealers to just TELL those customers who ordered later. Why even LET dealers keep those people hanging? I'd rather know than just hang for a year and THEN find out your dealer took x# of orders they absolutely could NOT fill.

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