Hybrid Constraint?

[Taxman100]

I agree with the profit margin comment but I think there's probably just an inability for US manufacturers to ramp up production.
If you look around the automotive landscape Tesla, Toyota, Hyundai, Kia.. all are not having an issue pumping out vehicles including EVs a Hybrids.
My local Hyundai dealers are absolutely loaded with Santa Cruz's sitting on the lots yet my EB Maverick has yet to be scheduled.....

Did a quick search from my vantage in Central Ohio.

Within 50 miles of my home:
Hyundai website shows 24 Santa Cruz available within 50 miles - lowest MSRP is $31,355.
Ford website shows ZERO anywhere available

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[710-oil-614]

Those are produced at a different factory and require different parts and size engines. I just don’t find any validity in thinking Ford is not concentrating on the Maverick. It’s a valid point that there are parts constraints where the parts are made in different countries on different continents, some communist countries that had draconian shutdowns with COVID-19, plus a logistics problem with transportation in shipping from overseas, to port problems, to trucking problems. Those are contributing to the constraints, and has been well documented.

It has been covered numerous times. Ford has expanded capacity at MachE and Lightning facilities 250-300% since Maverick production started...to meet the demand for those Models. They have kept Maverick production stable for two years running and are not looking to significantly increase volume either.

They have also not altered their hybrid/EB mix regardless of the massive demand for the hybrid - yet they have the ability to increase production on vehicles with batteries 50-75x the size of the one in the hybrid.

The Maverick is a car that was reclassified as a light truck to meet CAFE demands and allow them to sell more F150s without paying a penalty for bad fuel economy. Those have changed and softened since Ford initially developed and began production on the Maverick.

Ford marketing is telling you that Ford is trying real hard to build that low margin Maverick for you but those gosh darn "supply chain constraints" are making it difficult for them to build it for you...

While Ford operations clearly indicate the mix of vehicles being built satisfy what Ford's business objective is with the Maverick.

 

[Automate]

Meanwhile, not a peep about increasing Maverick/Escape FHEV production

Not true. They have announced a 3rd shift for the Maverick plant. We all know producing the retail EBs that have been ordered this year should not be a problem. So you have to conclude this is to increase Hybrid production.

 

[MakinDoForNow]

Does anyone know what specifically is the constraint is on the Hybrids? If it’s the battery then I don’t understand how Tesla can build over a million fully electric vehicles and Ford has issues with a few thousand with a much smaller battery.

Duh! Possibly overheard somewhere = "if I build an electric car plant in your country I want first Dibbies on batteries or components!".

 

[Lucky Penny]

As far as my math showed, Ford is out of Batteries. It's that simple. There are x batteries and they have y vehicles that need them. Tesla's cybertruck issue comes down to batteries. GM only releasing a halo product is down to batteries. The first ram EV being so unbelievably delayed they keep sneaking in 1 year pushbacks with each new reveal is down to batteries. In a couple years when production facilities currently under construction finish Ford will probably be launching a PHEV maverick. Then we can all start doing EMPG math and bragging about low ass weekly gas costs.

 

[710-oil-614]

I would say adding a third shift at the plant would qualify as significantly increasing production.

Would it though?

That's false equivalency without knowing more details. There are multiple vehicles produced at Hermosillo. What if the 3rd shift schedules no Mavericks? What if Ford is behind on producing the number of vehicles it planned to at Hermosillo and it needs the third shift to catch up?

Why are they waiting until July to start the shift if they planned to significantly increase production this year?

Why are they continuing to publish the mix of EB to Hybrids and encouraging Hybrid orders to switch to EB or be bumped to MY24 with zero price protection?

 

[710-oil-614]

Tesla's cybertruck issue comes down to batteries.

Incorrect. Tesla's Cybertruck issues come down to a lot but mostly because they (first) prioritized other business initiatives like scaling the Y and 3 models while reducing production costs, Semi, and storage - all of which are blowing up and a boon for them.

Second, and specific to the Cybertruck - is the fact that they designed the vehicle to be built as one giant casting and it took years for the machinery to make the vehicle to be produced, shipped, and is currently being set up.

Batteries for the Cybertruck are 100% not the issue. Hard stop.

 

[OleFordGuy]

If that statement is true, then why hasn’t Ford built my hybrid Lariat w/lux, both CP’s, and BAP. MSRP is $36,600. That is considered a higher profit vehicle at that price, isn’t it?

Probably combination of Dealer Allocation, hybrid parts constraints and fords 35% production limit. I would Guess they sign contracts with suppliers way before orders were taken. All just an assumption on my part

 

[Lucky Penny]

Batteries for the Cybertruck are 100% not the issue

Bodies are sitting in Austin awaiting packs from freemont. They have been getting the new pack line built since October. At this point the parts needed to start production are trim and packs afaik.

 

[Automate]

That's false equivalency without knowing more details. There are multiple vehicles produced at Hermosillo. What if the 3rd shift schedules no Mavericks? What if Ford is behind on producing the number of vehicles it planned to at Hermosillo and it needs the third shift to catch up?

No, the Hermosillo plant only produces 2 vehicles. The Maverick and the Bronco Sport. Check your dealer, if it is like mine, it has plenty of Bronco Sports on the lot. More Mavericks is what Ford needs.

Why are they waiting until July to start the shift if they planned to significantly increase production this year?

Because it takes time for Ford Hybrid parts suppliers to ramp up production.

Why are they continuing to publish the mix of EB to Hybrids and encouraging Hybrid orders to switch to EB or be bumped to MY24 with zero price protection?

Because July is still a ways off. New 3rd shift personnel will need to be trained so there will be a production ramp for 3rd shift.

 

[commadorebob]

Because July is still a ways off. New 3rd shift personnel will need to be trained so there will be a production ramp for 3rd shift.

Yep. July is five months away. Even the most pessimistic of production projections have EB orders complete by then, allocations notwithstanding. So, the ramp up isn't to get the EB orders built.

The constraint for the hybrid will be parts availability. I personally believe they are adding this third shift because they are fixing that constraint. Given that Ford has a ton of Bronco Sports on lots and was already going to have on-the-lot Mavericks starting in June/July anyway, it's not like they needed a third shift to give dealers something EB to sell.

 

[BigShoots920]

Does anyone know what specifically is the constraint is on the Hybrids? If it’s the battery then I don’t understand how Tesla can build over a million fully electric vehicles and Ford has issues with a few thousand with a much smaller battery.

On a macro level I think some of it could be that there aren't as many orders in your area. I assume when these ordered get scheduled they have the trains lined up where they're gonna stop and get there. Only variable left is when they can line up a truck to bring it from a local railyard. So maybe there aren't as many orders in your area to fill a train to make the trip worth it for Ford right now? That's all just a total guess though.

 

[B2000]

Retailers (dealers) also understand that they have to control their inventory. Back when I was in a retail business the suppliers of low profit items said we should sell all we could and make it up on volume. That does not work because of the cost of doing business. You still have to pay people to order, receive, stock, sell, and pay for the low profit items and below a certain profit margin you will go out of business as millions of retailers, dealers, and restaurants do every year.

 

[Redneck Garage]

Those are produced at a different factory and require different parts and size engines. I just don’t find any validity in thinking Ford is not concentrating on the Maverick. It’s a valid point that there are parts constraints where the parts are made in different countries on different continents, some communist countries that had draconian shutdowns with COVID-19, plus a logistics problem with transportation in shipping from overseas, to port problems, to trucking problems. Those are contributing to the constraints, and has been well documented.

Hahahaha Ill take a bit more of a 40 thousand foot view. Why do folks give Ford ANY "benefit of the doubt' or defend them in ANY way ? The 2021 Ford Bronco ordering ? Dumpster fire. The 2022 Maverick - Dumpster fire - Ford lightning - Dumpster fire. Are we really to believe that a multi billion dollar corporation couldn't do better than what we all see clearly with our own eyes ?

Here's just a few things that Ford Corporate could fix - if they wanted to.

Dealer Markups over MSRP - Even tho Farley has said - I am outraged ... NOTHING has been done. Last week I was offered a lightning for 38K OVER MSRP. Mavericks are still selling for 5 to 7 K over Ford does nothing.

The jacked up allocation, production and delivery of vehicles - We've all seen it - someone ordering the EXACT same truck on the last day of the order bank this past year gets their truck before someone that has been waiting for the same truck for a year and a half rollover - Ford does nothing.

Taking 86K orders on top of the rollover orders from last year then say we are only going to produce 35% as hybrids and we aint gonna make nearly enough XL models and yet Ford lets all those orders "ride" knowing many many folks will not get a truck after waiting a year - Ford does nothing.

If you are one lucky enough to get a truck built the Ford tracking is a joke at best. People calling train lines to try and see where their truck is located - trucks sitting weeks and weeks before delivery surely in 2023 there could be a better way to track the truck - Amazon can do it on a 4.00 item ..... Ford does nothing.

This is just a few examples - Ford could and should do better. Yeah yeah yeah, supply chain blah blah blah there is no reason they shouldn't IMPROVE the process but yet nothing is different from the first ordered Mavericks in 21 - really before that - the first Bronco orders which was BEFORE Covid. No, Ford CHOOSES to not do anything differently whether it is because of profit reasons, bad management, dealership structure, or just not giving a crap cause they are selling all they can manufacture - for whatever REASONS there are please dont defend Ford.

 

[Deleted member 5597]

Hahahaha Ill take a bit more of a 40 thousand foot view. Why do folks give Ford ANY "benefit of the doubt' or defend them in ANY way ? The 2021 Ford Bronco ordering ? Dumpster fire. The 2022 Maverick - Dumpster fire - Ford lightning - Dumpster fire. Are we really to belive that a multi billion dollar corporation couldn't do better than what we all see clearly with our own eyes ?

Here's just a few things that Ford Corporate could fix - if they wanted to.

Dealer Markups over MSRP - Even tho Farley has said - I am outraged ... NOTHING has been done. Last week I was offered a lightning for 38K OVER MSRP. Mavericks are still selling for 5 to 7 K over Ford does nothing.

The jacked up allocation, production and delivery of vehicles - We've all seen it - someone ordering the EXACT same truck on the last day of the order bank this past year gets their truck before someone that has been waiting for the same truck for a year and a half rollover - Ford does nothing.

Taking 86K orders on top of the rollover orders from last year then say we are only going to produce 35% as hybrids and we aint gonna make nearly enough XL models and yet Ford lets all those orders "ride" knowing many many folks will not get a truck after waiting a year - Ford does nothing.

If you are one lucky enough to get a truck built the Ford tracking is a joke at best. People calling train lines to try and see where their truck is located - trucks sitting weeks and weeks before delivery surely in 2023 there could be a better way to track the truck - Amazon can do it on a 4.00 item ..... Ford does nothing.

This is just a few examples - Ford could and should do better. Yeah yeah yeah, supply chain blah blah blah there is no reason they shouldn't IMPROVE the process but yet nothing is different from the first ordered Mavericks in 21 - really before that - the first Bronco orders which was BEFORE Covid. No, Ford CHOOSES to not do anything differently whether it is because of profit reasons, bad management, dealership structure, or just not giving a crap cause they are selling all they can manufacture - for whatever REASONS there are please dont defend Ford.

All valid points.

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