I don't think Escape is built in Hermosillo with BS & Mav. Also, I just read Ford is cancelling both Escape and Edge after 2024 or 2025 MY production runs, so moot point on that angle. Otherwise, carry on.I'm loving this thread. It was intelligently started and contains mostly well reasoned comments. It's proof that if you leave out the trigger phrases "Santa Cruz", "Battery Electric Vehicle", and a few more I won't list, you can actually have a meaningful discussion on MTC.
This discussion reminds me of a concept in the sci fi series, "The Expanse". They talk about "the Churn", which is a period in which all the established norms of existence are upended for new ones.
I think the auto industry is in "the Churn" right now. Think about what is going on. OEMs are betting the company on transition from ICE to BEV, whether or not their customer base is ready. The world is still working through massive supply shortages. The OEMs are trying to save thousands per vehicle by transforming from massive on-lot inventories to mostly empty lots and customers ordering vehicles. Government continues to pile on endless regulations, safety and environmental and otherwise. Oh, and us fickle customers are doing what fickle customers have always done - exactly the opposite of what the product planners expected.
That Ford laid on a second shift in Hermosillo shows that they want to sell more Escapes and Bronco Sports and Mavericks. In what trims is the big question. That they added a second shift and not a new line or a new plant speaks volumes. It suggests that Ford will cost-effectively ride the Maverick and Bronco Sport wave as far as they can. But the key phrase is "cost effectively".
oops - I just realized I did exactly what I said devolves threads. I mentioned electrics. Doh!
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