Where did you come up with your 15k-20k guess? I used the data here:No, there is still scheduling for 23 Mavs for another few weeks. Ford won't purge the order banks for a while yet (so dealers can reference unscheduled 23s to reorder 24s).
At this point, the dealer failing to properly complete COVP is the likely reason.
Over 4500 orders seem to have been cancelled due to lack of COVP approval.
I expect the number of hybrids that will remain unscheduled will be more like 15-20K.
https://www.mavericktruckclub.com/f...on-key-commodity-constraints-6-26-2023.33454/
It says 3 things that do not jive with your guesses.
priority code 99 - 114. Not 4500.
retails in USOB - (united states order bank) 29,883
that is the retail orders. they are careful not to list fleet orders, of which I'm sure there are a hell of a lot. I don't know if Ford has accepted any stock orders, but probably not.
so, back to the top of that data linked. if USOB is 29,883 then 83% is 24,802 or so. hybrid capacity is 50% and this is always a number against the USOB, so that is 14,941.
with some variations due to decimals & rounding,
24,802 hybrid orders
stated capacity for 14,941 hybrid to be built
= 9,861 hybrid that won't be built. Thus my previous comment estimating 9k to 10k hybrid won't be built.
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