Ford execs, why the continued Mav hybrid delay?

[Smoky]

You don't think that FOMOCO wants the get these trucks out so they can get the $$$ in??. Whatever the issue is Ford will resolve it a$ fa$t a$ they can

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[Meintc]

You don't think that FOMOCO wants the get these trucks out so they can get the $$$ in??. Whatever the issue is Ford will resolve it a$ fa$t a$ they can

I was going to add words to this affect, but decided not to. My thoughts exactly. What benefit to Ford in not delivering ordered trucks?

 

[Dechion]

Something to think about. A while back a few numbers were floated, I think by Ford.

100,000 pre-orders for Maverick, and 60% of the orders were for hybrid versions. The OKTB not coming until December caused some issues with actually being able to sell them, so mostly ecoboosts were made early on.

Either way production numbers were in the 5000 to 6000 per week before this shutdown. Might that go up as things ramp up? Sure. I'm just using what data I have.

Assuming those numbers are accurate, just producing the ones already on order would take between 17 and 20 weeks at that rate of building. That doesn't take into account any supply issues that may effect scheduling, with the spray in bedliner being a prime current example. It also doesn't include new orders during that time, or scheduling similar builds together to minimize changeover time on production lines, or a thousand other little things that can effect it.

It actually kind of reminds me of those math problems where water is poring into a bucket at a certain rate (new orders) and draining out at a different rate (finished builds). Even that doesn't figure in when your particular Maverick will be born, just when all 2022s will be.

My guess is that based on you having ordered prior to 10/21 you'll probably receive a VIN by the end of the year or so, and build in the first few months of next year. But that's just a guess, depending on when you ordered and how your XLT is optioned.

I figure mine, optioned the way it is, will build sometime around March or April and ill see it in May or maybe even June.

 

[Snax]

I have not seen an official reason for the delay. If it's chips they should just say so. I am patient but wondering. Doesn't anyone else want to know?

Isn't it more fun to speculate, spread rumors, and slip in some politics? This is the Internetz!

Well, if truth be told, I also would prefer to know as well.

 

[projectvortex]

Something to think about. A while back a few numbers were floated, I think by Ford.

100,000 pre-orders for Maverick, and 60% of the orders were for hybrid versions. The OKTB not coming until December caused some issues with actually being able to sell them, so mostly ecoboosts were made early on.

Either way production numbers were in the 5000 to 6000 per week before this shutdown. Might that go up as things ramp up? Sure. I'm just using what data I have.

Assuming those numbers are accurate, just producing the ones already on order would take between 17 and 20 weeks at that rate of building. That doesn't take into account any supply issues that may effect scheduling, with the spray in bedliner being a prime current example. It also doesn't include new orders during that time, or scheduling similar builds together to minimize changeover time on production lines, or a thousand other little things that can effect it.

It actually kind of reminds me of those math problems where water is poring into a bucket at a certain rate (new orders) and draining out at a different rate (finished builds). Even that doesn't figure in when your particular Maverick will be born, just when all 2022s will be.

My guess is that based on you having ordered prior to 10/21 you'll probably receive a VIN by the end of the year or so, and build in the first few months of next year. But that's just a guess, depending on when you ordered and how your XLT is optioned.

I figure mine, optioned the way it is, will build sometime around March or April and ill see it in May or maybe even June.

5000-6000 Mavs made per week? I thought they built 6000-7000 in the entire month of October? Hope you’re right!

 

[giddyup]

Another possible source for delay could be CARB rather than EPA. CARB is very particular about any faults that may affect emissions or economy, and how such faults are diagnosed/reported by an ECU. It's not unheard of that CARB drives late hardware or software changes to improve diagnosis of such faults. They will withhold certification until they are satisfied, and the OEM may have to pay a fine per vehicle until the change is in production, or, delay release of the vehicle to avoid fines.

If CARB is the source then Ford isn't likely to publicly throw them under the bus over it. What is occurring is behind the scene, where some Ford D&Rs and some Tier-1s are receiving regular beatings until a change is released.

 

[Dechion]

5000-6000 Mavs made per week? I thought they built 6000-7000 in the entire month of October? Hope you’re right!

I can't remember where I got those numbers, but I do remember them from somewhere. I hope I'm right too.

 

[popyx9]

Get over it? You aren’t going to find more information here. We’re waiting on EPA data, ETA Decemberish. Go find a hobby I guess. Sorry to be harsh but it is what it is. We’re all waiting and Ford isn’t saying more and I don’t know if any other car company would be any different. I’m sure their legal and communications teams are careful to use certain words like “not delayed” in a specific context, where indeed production was not delayed, but delivery/sale is being restricted by a power outside of their control (EPA). Everything else you quoted is straightforward and I don’t really see the point of knowing more specifics about what the EPA is testing beyond just satisfying our curiosity. Nothing would change by knowing more specifics about the testing protocol right?

Why are you so convinced the EPA testing contingency is not true, and that there is some engineering issue or chip shortage issue? Ford sources have said neither of these things are true.

WHAT is it with this web site, way too many rumors. You read where they are saying that the turn around time is now 5 days (where did that come from) ???? If they are producing where are they going? Once in a while someone will have video showing off they new purchase. My Hybrid potential build week is 12-13 so I'm saying guess that's right around the corner so time will tell.

 

[bgillen35]

You read where they are saying that the turn around time is now 5 days (where did that come from) ???

That was in reference to vehicles on the lot. Once they actually arrive at a dealer, they are gone within 5 days.

 

[Big_T]

I have not seen an official reason for the delay. If it's chips they should just say so. I am patient but wondering. Doesn't anyone else want to know?

This official reason you say you have not seen is on the Ford website as well as posted to this forum. This is a Ford press release dated October 21, 2021. I suppose you can accept it as the official reason that you have requested or not, just as you make any other choice in life. I have marked the specific area on page 2 for your convenience.

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[BMCGC]

It could be worse.

I was on the Honda lot yesterday. Two new cars on the showroom, none on the lot.

My local Ford dealer has 22 new Fords for sale.

A larger nearby Ford dealer has 131 new Fords on the lot.

 

[Arukoru]

> Ford: a public company is not supposed to withhold information from the public. Someone there knows the specifc reason for the hybrid delay, instead we are given some vague reference to an EPA issue. The eco was shipped not long after mpg was released but the hybrid EPS is official but it is still on hold. This makes no sense. You and your Board must know something you are not telling us. --OP

This does not work how you think this works. Ford is required to submit forms and disclose financially relevant information. Not really a day by day report for everyone to openly see otherwise you wouldn't be able to get any market advantage. If this continued through the next quarter in an unexpected fashion then they'd have to disclose why there are hold ups/earnings aren't where they should be. Ford already said they were expecting January for the first shipments so we haven't even gotten to the point of "breaking promises" yet.


> You don't think that FOMOCO wants the get these trucks out so they can get the $$$ in??. Whatever the issue is Ford will resolve it a$ fa$t a$ they can --Smoky

Smoky is exactly on point, Ford is bleeding money every second of delays and if you think the manager's manager's manager aren't scrambling to get it resolved then you're crazy.


Lastly, they don't just spill the beans about everything all the time because it could affect the stock price for no reason. If Ford said hey we're delayed by the EPA by 2 months and then two days later found out that it was resolved then they announced it for nothing and it kindof shows that they don't have it under control.

 

[TSAINTS1115]

On the bright side tin foil is in abundant supply so there’s plenty to make hats out of.

 

[Old Ranchero]

I heard a rumor Ford actually loses $ on each base XL hybrid build and they won't hit sales targets for this year if they actually sell hybrids this year. Instead they are dangling the hybrid carrot while prioritizing ECO boost models production to help Q4 and year end numbers look better. Next year pump out the hybrids early along with as many up level trim ECOs as possible as market for this vehicle is well established.

Rock On Garth!

 

[hcforde]

Ford: a public company is not supposed to withhold information from the public. Someone there knows the specifc reason for the hybrid delay, instead we are given some vague reference to an EPA issue. The eco was shipped not long after mpg was released but the hybrid EPS is official but it is still on hold. This makes no sense. You and your Board must know something you are not telling us. Here is a little history:

Autoblog article Sept 8, 2021
"Ford denied reports the hybrid version of the 2022 Maverick pickup had been delayed due to the on-going chip shortage. It told Autoblog the fuel-sipping trucklet will be available at launch but just not in dealer inventories. "Maverick Hybrid will be available at launch," a company spokesperson confirmed via email. " (This statement should have been retracted because only the ecoboost was avaliable at launch)

On MTC by Tim Bartz of Ford dealer Long McArthur Oct 7, 2021
"There have been some dealers telling their customers that hybrid vehicles are delayed and won't be available for 6-8 months. Some saying there are thermal issues. I want everyone to know they are NOT correct." (Sounds like a true salesman.)

Ford Authority October 22, 2021
"The Maverick hybrid will begin shipping in December with the first deliveries expected in January, although deliveries of models powered by Ford’s 2.0L EcoBoost I-4 have already begun. This is undoubtedly disappointing news for those looking to purchase a Maverick hybrid..."

My June 17 hybrid lux 360 alto order finally got scheduled Dec 4 but then got pushed out to Dec 20. For all we know Ford may say sorry, January deliveries are now March. Ford needs to be honest and just tell us. If its a chip problem fine. if its a hybrid engine problem their engineers have to fix, not so fine. We need to know.

On YouTube I have been asking autorized dealers like Long McArthur and Town & Country but they are being elusive. They have to know something because if I owned a dealership, I would be in direct contact with Ford CEO Jim Farley and demand to know why I can't book six figures in hybrid revenue on already built hybrids while being expected to continue to pay monthly overhead and payroll. Mr. Bartz, if you are being told to keep quiet that is not right.

The Oct 21, 2021 letter I received from Ford that gives the FITS accessories for free never apologizes or explains the delay. It says "Your new 2022 Ford Maverick Hybrid pickup will be on its way in a few short months..." That can be next summer to all of you hybrid order holders!

I asked Johnny who says in his videos he wants to report accurate information, but then he told me he is speculating about the delay. He makes money on our clicks but him speculating just wastes out time. Does anyone know more about the hybrid delay other than a guess or speculation?

WRONG! While I understand your frustration Ford is a publicly traded company, Not a public company. The public has no rights to a lot of things. Only what the Securities and Exchange Commission (SEC) says is required is what you have a right to. Should they tell the public all the research and the outcomes? What about 'trade secrets'? If they could have been shipped they would have because they are in the business of making a profit. On top of that you seem to think there is this big conspiracy among everybody!~ REALLY???? This is a new launch that they want to get right. No doubt if they put information out there someone would make more of it than was intended. Oh, that has already happened!!!

Have you canceled your order yet??? NO!!! because you know there is not a better deal in any other car dealer. Chevy rushed their Corvette mid-engine C8 out and now they are having transmission issues. those cars started out at $60,000+ and dealers bumped up the price $10,000 or more.

BTW, most money is not being made by sales in dealerships, but in service.

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