They can't and won't be able to fill al MY22 hybrid orders. Come June/July, many of us will get a notice that our builds are being pushed to MY23 and maybe we get some sort of price protection but doubt it.What does that have to do really with anything ? That plant according to Ford - "Capacity of the plant was improved to 300,000 units per year." So if indeed that is true WITHOUT shutdowns, without chip shortage, WITH adding the production of the Transit Connect and the 40% hybrid ratio - could they even produce enough hybrids to fill existing orders ? Sounds doubtful if they are announcing such low production numbers no matter the cause.
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