Constraints / Commodities For January 2022

[DryHeat]

Here is the list for January on the Maverick:

Tonneau Cover Soft Folding - 5%
Tonneau Cover Hard Trifold - 3%
Tonneau Cover Soft Trifold - 3%
Bed Mat - 3%
Spray-in Bedliner (SIBL) - 3%
Bed Extender - 3%
Protective Fender Film - 3%
XLT Luxury Package with SIBL- 18%
Lariat Luxury Package - 16%
Hybrid - 40%

Here's how I read this.

Assume for the sake of the argument that they are going to build 3000 Mavericks in January.

Of those, 16% can be Lariat Lux and 18% can be XLT Lux (both with SIBL), and another 3% can be trucks that just added the SIBL option. That means up to 37% of the 3000 can have SIBL (assuming they can fill the Lariat Lux and XLT Lux spots). That's 1,110 trucks with SIBL.

If they split that 60%-40% EcoBoost-Hybid then that's 666 EcoBoosts with SIBL and 444 hybrids with SIBL. That's a pretty good number of trucks with SIBL.

But... outside of the Lux packages, there are only 90 stand-alone SIBLs to go around. That would be 54 EcoBoost and 36 Hybrid. So it doesn't look so good for people who ordered stand-alone.

It probably won't work out that neatly as there may be more Lux packages or stand-alone orders in one group or the other, but that's approximately what it means.

I think...

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[fordvideoguy]

Here's how I read this.

Assume for the sake of the argument that they are going to build 3000 Mavericks in January.

Of those, 16% can be Lariat Lux and 18% can be XLT Lux (both with SIBL), and another 3% can be trucks that just added the SIBL option. That means up to 37% of the 3000 can have SIBL (assuming they can fill the Lariat Lux and XLT Lux spots). That's 1,110 trucks with SIBL.

If they split that 60%-40% EcoBoost-Hybid then that's 666 EcoBoosts with SIBL and 444 hybrids with SIBL. That's a pretty good number of trucks with SIBL.

But... outside of the Lux packages, there are only 90 stand-alone SIBLs to go around. That would be 54 EcoBoost and 36 Hybrid. So it doesn't look so good for people who ordered stand-alone.

It probably won't work out that neatly as there may be more Lux packages or stand-alone orders in one group or the other, but that's approximately what it means.

I think...

Excellent analysis

 

[Okwarrior]

Here is the list for January on the Maverick:

Tonneau Cover Soft Folding - 5%
Tonneau Cover Hard Trifold - 3%
Tonneau Cover Soft Trifold - 3%
Bed Mat - 3%
Spray-in Bedliner - 3%
Bed Extender - 3%
Protective Fender Film - 3%
XLT Luxury Package with SIBL- 18%
Lariat Luxury Package - 16%
Hybrid - 40%

What about First Editions?

 

[fordvideoguy]

What about First Editions?

Not listed but they will have Lariat Luxury Package

 

[Aza]

Excellent analysis

Is there an estimate of the number they plan to build in January?

 

[fordvideoguy]

Is there an estimate of the number they plan to build in January?

I might find that out Tuesday.

 

[Fx4hOok]

There should be a sync screen constraint, just got mine, radio freezes some times, screen reboots sometimes, blacks out also, crazy

 

[athens2au]

@fordvideoguy I stopped by me dealer today to check on my order. I order a Hybrid XLT Lux on 9/8 and received email confirmation the same day. On 11/6 I changed my order to a base Lariat thinking that would help me get allocated quicker. Dealer says I'm on material hold due to that change. Is that true? I though that was only for order changes made after 12/1. Can you comment on that? Thanks

 

[projectvortex]

There won't be ordered for stock. We will get 2 that the region is giving us that a fleet company isn't taking. An XLT and a Lariat.

I’m waiting on a dealer-ordered hybrid lariat stock unit that is in transit. The dealer called me about it in October knowing I was looking for one. One in a million, or at least a thousand.

 

[fordvideoguy]

Dumb question but this doesn’t affect those of us that are already scheduled for build weeks in January, right?

Correct, that is for January scheduling for February Production dates.

 

[fordvideoguy]

I’m waiting on a dealer-ordered hybrid lariat stock unit that is in transit. The dealer called me about it in October knowing I was looking for one. One in a million, or at least a thousand.

It isn't an ordered stock unit. I'm sure it was a retail that the customer isn't taking. Either still means it's yours. Congrats

 

[Scout]

Thanks Tim , your the best! Now go home

 

[Grunkster]

So with the current pace, a lariat hybrid lux pkg ordered oct27 would be expected around June? July?

 

[NorthShoreMaverick]

Does this affect vehicles already in production that have delivery estimates, but not yet “built”

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