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Latest Maverick Production Key Commodity Constraints (7/17/23)
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High VIN of 92,1XX + 24,182 USOB => 116,3XX total orders
I'm thinking these numbers have not been updated. Ratio matches before last week exactly and that isn't possible, mathematically, unless Ford scheduled hybrids at an 82% rate last week.
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Was there another one after this? https://www.mavericktruckclub.com/f...ommodity-constraints-7-3-23.33737/post-611879
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Our VIN tracker showed 10,4XX. Maybe the rest are dealer stock, foreign or late fleet orders.
No, but as you can see, the hybrid/EB ratio at the top didn't change despite 5,000 orders being scheduled. Unlikely unless Ford went nearly full board on hybrids last week.
That also suggests 4,111 (or ~15%) of EB orders have not been fulfilled despite capacity being more than sufficient.
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But other number changed like the trailer hitches, XLs and total number of unscheduled orders.
I have thought all along that Ford is producing more hybrids than they say they can produce.
Last year they said they could only produce 40% but sold 50% for 6 months.
Yeah, but it's the top number I track because it gives insight into how ford broke down the hybrid/EB ratio. Call me skeptical, but I'm not buying it. Ford has capacity for ~5,000 EBs per month and only scheduled 1,000?
I'll be happy to be wrong.
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If they end up having the parts to make more than 50% hybrids, they will, since they are in the most demand.
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I admit that I'm pretty mathmatically challenged, but if they reduced the USOB number by ~5000 in the two weeks from 3Jul to 17Jul, and there are only ~24000 left, then it could be only 8-10 weeks until they're all built?
Like I said, math...
Like I said, math...
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Our sampling showed at least 74% hybrids. https://www.mavericktruckclub.com/f...d-group-emails-now-arriving.34270/post-624752
Hmm, interesting.Our sampling showed at least 74% hybrids. https://www.mavericktruckclub.com/forum/threads/-7-13-23-scheduling-email-received-group-emails-now-arriving.34270/post-624752
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But there is only around 2 more weeks of production scheduling left. The 5000 was for 4 weeks of production scheduling.
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It is not looking like Ford cares much about the XL orders. Showing 13 percent over capacity on XL orders! Was 6 percent over on last report. Ford can surely see that demand for the XL is way over what they want to produce! Ford is only showing 20 percent capacity for XL in 2024!
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