On the flip side, Ford can point to their scale and active customer demand while negotiating supply. For a lot of suppliers, they would rather take 90% on a guaranteed ongoing sale than 100% on an intermittent one.While I hope you're right, we're still in the middle of a supply constrained environment where JIT/lean manufacturing methods are totally at the mercy of the supply chain being able to feed the factory. Ford may have deemed 35% of builds for MY2023 based on a prediction that they wouldn't have enough parts to make more than 35%. Especially since batteries are in such demand for EVs.
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