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Mikknj

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gonna have to disagree with your speculation here and suggest you consider another explanation. All major manufacturers use a system called JIT or lean manufacturing, the basis of which is to not collect all components to build with ahead of time. Instead, they rely exclusively on their selected and preferred vendors and suppliers to promise delivery dates and actually deliver on time so the factories can build product. The supply constraints are largely out of Ford's control here, but rather have to do with vendors NOT delivering on time. This scrambles all scheduling and ability to smoothly build products. Imagine if even 3 of the suppliers (out of literally thousands) miss their promised delivery date and the schedulers and purchasing have to jump into action real-time and try to find out what else they can build and shuffle production runs to keep the line moving. It's a bit like the old Whack-a-mole game where a problem pops up, they hammer it down and another mole pops up, and another, and another...
Of course this is true. There's no denying any of that..

There is still the opportunity for a automaker to choose when to start production.

No one said anything shady was going on.

I believe market conditions have as much to do with the start date as supply disruptions.
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Of course this is true. There's no denying any of that..

There is still the opportunity for a automaker to choose when to start production.

No one said anything shady was going on.

I believe market conditions have as much to do with the start date as supply disruptions.
Yes, they do, but those goal dates slip for a variety of reason due to the number of various components from the tier 1, 2, 3 and beyond suppliers.
 

mykrrrr

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I know supply shortages are real. I've been one of the most vocal about pointing them out. And have been a problem for a long while since the Covid disruptions. I'm speculating that continuing supply chain constraint messaging is a convenient cover for other issues. And I am convinced that controlling production volume is a useful tool in maintaining unit price per vehicle. This is not the best season to be flooding the market with new vehicles. But, that said I believe there are many constraints on production right now. Trying to guess which features to select with hops of being picked first seems impossible.
I highly doubt anyone at Ford thinks controlling production volume is a useful tool to maintain unit prices. These are high profit vehicles and that's what is wanted for the bottom line.

There are so many supply chain issues that all the manufacturers are running into. Microchips, manufacturing issues, bankruptcies, port strikes, trucking delays, etc. It's slowly getting better but they're all real.
 

mykrrrr

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Of course this is true. There's no denying any of that..

There is still the opportunity for a automaker to choose when to start production.

No one said anything shady was going on.

I believe market conditions have as much to do with the start date as supply disruptions.
Define "market conditions"...
 

Mikknj

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Define "market conditions"...
Higher interest rates, less demand. Vehicle Supply increases in some lines. It's just business as they say. Every decision is deliberate to maximize profit. If they don't do that we may not have a viable Ford company in future. Plus I suspect the looming UAW talks put some unknowns into the mix of how much production Ford wants to push through. My expectations are tempered. As supply chain improves other difficulties remain.
 
 







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