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Latest Maverick Production Key Commodity Constraints (7/3/23)
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- Michael
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Three quick thoughts:
US Capacities is 115%?
The hybrid is ordered by 83% of buyers, yet production is still hovering between 35-50%!
Seems Like the only way they will ever catch up with demand for the hybrid is by pricing buyers out of the market for it.
US Capacities is 115%?
The hybrid is ordered by 83% of buyers, yet production is still hovering between 35-50%!
Seems Like the only way they will ever catch up with demand for the hybrid is by pricing buyers out of the market for it.
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It means they can build more ecos if they want to but while the hybrids are at 50% they will do 50-50. For 2024 they are back to 65-35.
They can't get enough batteries to build 83%.
Exactly why they are raising the hybrid $1,500. Most complaints have been from hybrid owners and pending hybrid order holders so increasing the price should reduce the number of those two groups and reduce complaints.
They can't get enough batteries to build 83%.
Exactly why they are raising the hybrid $1,500. Most complaints have been from hybrid owners and pending hybrid order holders so increasing the price should reduce the number of those two groups and reduce complaints.
I can see the battery problem as legit and will continue to be legit as long as we are dependent on China, but what is the big deal with a trailer hitch receiver. After all, we are talking about some metal, wiring, bolts, etc. Last time I checked, Uhaul or other places did not have signs posted that they were having problems getting trailer hitches. Somebody give me an education on this one please.
Some things to note. Since a third shift added this month which add PER YEAR another 80 K vehicles but plant builds two vehicles Mav and Bronco Sport. So 40 K more assuming a even split. So about 140 K now they went back to 65 % to 35% eco hybrid so 91K ecos and 49K hybrids. With the added cost for NEW 2024 orders I guess they feel its enough or that is best they can do.. Probably do. BUT how many hybrids being pushed from 2023 to 2024 which get a discount. Maybe 30K roll overs??? So that ONLY leaves 19K available for NEW 2024 orders. Not very many. Plenty of ecos which will be at dealer lots summer 2024. Should be some ecos at end of summer this year.
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Does that figure 29757 the amount of vehicles that have not been scheduled as of today?
USOB - unscheduled order bank. That's the # of retail orders outstanding, not including orders for dealer stock. Dated today.
They can build up to 50% as Hybrids, they can build up to 65% as EcoBoosts. Obviously not at the same time, but there's 15% of capacity that could go for either powertrain depending on allocations, other constraints, etc.
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Thought that's what it meant but wasn't quite sure. Thanks!
Based on the numbers given above rollover will be probably just shy of 20k.
~30000 remain
17% eco = ~5000
Sept/Oct builds at 50/50 eco/hybrid means they can schedule ~5000 of each power train for a total of 10000.
Add some extra balance out, fleet orders, and maybe some Canadian orders...maybe total 12000.
That's how I read the numbers anyway.
I've settled on getting rolled over for a 24.
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At this point I'd rather roll over than get a 23 at the end of 23 unless you are dead set on the color.
Rolling over 20k of the estimated 83k orders taken is roughly a quarter. MY24 is suppose to be a 13 month production cycle. If the third shift stays permanent and Hermosillo can sustain 10k vehicles per month with a 50/50 motor split I see them getting close to 100k with 25% going to Central and South American and 75% to North America.
I know Granger and Long McArthur's projected MY24 allocations. Ford's mission to prioritize unscheduled 23's means a good dealer will use a graduated scale of priority codes 3-19 to stagger orders by MY 23 order date.
I know Granger and Long McArthur's projected MY24 allocations. Ford's mission to prioritize unscheduled 23's means a good dealer will use a graduated scale of priority codes 3-19 to stagger orders by MY 23 order date.
I'm thinking the same... probably no more than 10,000 get schedule for September/October. That get's real close to scheduling all the EBs but will leave 20,000 unscheduled hybrids.
Roll over hybrids will account for almost 6 months of MY24 production at the 35% hybrids rate.
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