Escape/Kuga recall financial mess

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kdryden99

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I agree but we are in early statge of demand nowhere near peak demand. Peak demand will be 10yrs from now. We'll see rhat the pricing looks like then, i believe like dbsb3233 these prices wont drop as quickly as expected. I know tesla cut their pricing on the S but that goes to show just how overpriced that car was. Clients were paying for the R&D and not quality, but OEM's wont necessarily charge for the R&D. Theyll absorb that cost upfront and try to dominate and recover that cost long term so it'll be a while for prices to drop. Since every oem will do this there wont be much undercutting just who's product will be better and who has the most resources will win.
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i believe like dbsb3233 these prices wont drop as quickly as expected.
Just to clarify... I was saying *if* EV demand outpaces the expanding battery supply.

I'm not so sure it will though. It currently is (thus why Ford could only secure around 50k, and others like the Kona and Niro have struggled). But in a couple of years I could see that possibly reversing with all these new battery plants coming online. We could end up with an oversupply period for a few years.

While I do expect BEVs to grow significantly this decade, there's still a lot of consumer hurdles in the US that could make market share grow slower than some are expecting. For many, PHEV is a better fit, and the battery cell requirements are far smaller for those. And ICE will likely still remain king for at least this decade.
 
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kdryden99

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So right now EV production is limited to battery production because of factories and not resources according to this article?
 

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I literally spit out my drink. It's *far* more than $100. Come on.
 
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kdryden99

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So right now EV production is limited to battery production because of factories and not resources according to this article?
The article is from 2015. Im willing to bet things changed and there is still the nickel and cobalt issue
 


dbsb3233

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The 50,000 limit on the 2021 MME was "blamed" on battery supply limits. But I suspect that's probably about all they would have attempted for the first year even without battery supply constraints. It's such a new type of vehicle and new market for them that they probably wanted to see how it went first before committing to a bigger number.

Looks like they've passed that test though, seemingly with flying colors. The vehicle looks great and the orders strong.
 
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kdryden99

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The 50,000 limit on the 2021 MME was "blamed" on battery supply limits. But I suspect that's probably about all they would have attempted for the first year even without battery supply constraints. It's such a new type of vehicle and new market for them that they probably wanted to see how it went first before committing to a bigger number.

Looks like they've passed that test though, seemingly with flying colors. The vehicle looks great and the orders strong.
I believe it was due to the assembly line restructure. When you are trying to make ICE, hybrid and EV's you basically have different assembly line structures. So they cant make as many Mach-E's as lets say Fusions. Your assembly line is already setup for ICE vehicles so it doesnt require as much modification if youre building Escapes and Fusions, vs the Mach E
 

dbsb3233

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I believe it was due to the assembly line restructure. When you are trying to make ICE, hybrid and EV's you basically have different assembly line structures. So they cant make as many Mach-E's as lets say Fusions. Your assembly line is already setup for ICE vehicles so it doesnt require as much modification if youre building Escapes and Fusions, vs the Mach E
Ford could handle the assembly line just fine. They may be the best in the world at that. It was an out-of-service plant that they completely retooled anyway.

Ford said many times that it was battery supply constraints that limited 2021MY production to 50,000. Although there's some hints that they've been able to get a few thousand more.

"We project that sales volumes will be limited to about 50,000 globally the first year due to battery supply."

https://www.cnet.com/roadshow/news/ford-mustang-mach-e-electric-suv-production/
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