Ford has huge inventory of Mach E

superdave80

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4sallypat

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There is no question that Ford dealers now actually have inventory of EVs. However, many of these stories are clickbait, inaccurate, or intentionally deceptive. When folks post reports of such stories here, I really encourage you to include the text or a link to the story.

A classic example is the Hertz story. It is often spun that Hertz is dumping EVs. However, many of these have very high-mileage. Hertz also had. program to rent to Uber drivers and those cars are reaching the end of the qualifying mileage. You will find a thread that has discussed that story extensively.

Many media sources have anti-EV biases. Many just work hard to grab clicks and the story isn't nearly as exciting as the headline.

Please let folks judge for themselves.
Agree that a lot of EV articles / videos are skewed against EVs.

Look at California, they are selling like hotcakes.

At $5/gallon fuel prices, EVs are a great alternative in a very expensive state.

My wife even test drove the Model Y over the weekend - the same person that swore that PHEV is her choice. $5/gallon still hurts when she pays $35 to fill her tiny 7 gallon fuel tank...
 

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Caredge is showing just under 22,000 MY 23 Mach E's nationwide on dealer lots. The number has gone down maybe 1000 since black Friday when I started watching. In my area CarEdge is showing a 150 market day supply. That is based on how many sold over the last 45 days how long it will take to sell all of them if they don't get another. I checked a lot of areas and many have 300+ market day supplies. They still have a lot of the early 2023 job 1 builds with the higher base msrp's that they don't seem to want to deal. I am searching hard and the later job 2 builds I have found to have much better OTD offers. The tax incentive is no longer available and the Ford incentives are not much right now.
CarEdge shows 3,555 2-door Broncos and 15,956 4-door Broncos. I'd guess maybe 20% are in transit but there is a dealer in Tampa with 110 Broncos on the lot. Not surprised at the 9% YoY sales decline (yes there was a strike but existing Broncos barely moved and many on the lot are from August dates pre-strike)

Ford has a MAJOR pricing issue. They raised prices too quickly and their vehicles are overpriced compared to competitors.
 

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The dealer “Fredbeans ford of Exton PA” near me has over 10 MMEs, I recently leased a MME 23.5 from him

Tesla has no problem selling MY cause they were lower priced and had higher tax rebate. I have one of that too.

Whether someone buys an EV is based on personal preference and surely charging factors. No clue what it would be worth in 3 years.

My son rented Tesla Model 3 in FL and hated the fact that he had to charge every 200 miles and it took 30 mins each time.
 

HuntingPudel

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Yet my servicing dealer never has an EV loaner.
That’s OK. The dealers I have tried don’t have loaners of any sort, not even Flintstones-style. ??
 


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2a. Have you checked DC charging along your normal long trip routes?

Not sure why this would matter?
I can't plan a trip with the family if I have to hope that the fast charger is functioning and available.
I live on the side of a mountain at 2900 altitude. If I go into town its at 2100 altitude. It takes me three times as much range to go up the mountain as to go down. Going uphill really eats up your range.
 

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Ford has a MAJOR pricing issue. They raised prices too quickly and their vehicles are overpriced compared to competitors.
Every dealership is having issues moving more expensive vehicles. Their biggest issue is interest rates.
 

superdave80

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I live on the side of a mountain at 2900 altitude. If I go into town its at 2100 altitude. It takes me three times as much range to go up the mountain as to go down. Going uphill really eats up your range.
I've taken my MachE several times from sea level to Oregon (4k ft.), and Lake Tahoe (6k ft.) without incident. I wouldn't be worried about 800 feet of elevation. Hell, my daily commute is over 300 ft. of elevation change every day.
 

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Crazy idea isn't it!

CA is supposed to go all EV by 2035.

How is that going to happen with the crappy public charge infrastructure ?
Isn’t everybody leaving California anyway? Mass Transit? Just joking - but CA also has some fairly high electric costs too. I know if I lived there I would have a solar installation. Even up here I would have one except I live in the middle of a forrest.
 

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I've taken my MachE several times from sea level to Oregon (4k ft.), and Lake Tahoe (6k ft.) without incident. I wouldn't be worried about 800 feet of elevation. Hell, my daily commute is over 300 ft. of elevation change every day.
You must have a magical car. Please read and understand the following:

  • Terrain: Driving on hilly or mountainous terrain consumes more battery power.
  • Elevation gains: Driving at high altitudes can reduce the amount of oxygen available to the battery, which can affect its ability to produce power.
 

randomvoice

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I never understood why Tesla and others were so eager to ramp up production of what is still somewhat of a niche market. It should have been obvious to anybody that there is only a certain market size for EVs. The multiple Tesla price cuts and MachEs sitting around show that.
As far as Tesla is concerned, one look at the Tesla market cap and you can see the answer. They literally have to ship units because the stockholders will not accept them slipping on growth. Their stock price is wayyy over inflated and they're probably scared shitless because even they know the competition is catching up. So dropping the prices and killing the competition out of the door was their main strategy.

Look at it from this lens. Tesla's market cap is nearly 700 Billion meanwhile the whole auto industry's market cap combined is less than that. If competition catches up, that means either the auto industry is way undervalued or Tesla stock is way overvalued. My bet is on the latter and even they know that shit. So it would mean a bloodbath for them if another competitor comes in and starts shipping similar number of cars at a similar price.
 

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How much is "a year's worth" of cars? Ford anticipated growth in demand for EVs. It has grown. Just not as fast as anticipated, so they are slowing down production to try to balance supply and demand better. In that time, interest rates have gone up as the fed has tried to slow inflation. It has slowed. The transition to more EVs on the roads is still happening, but the question is how fast or slow will it be.
Take it for what it is worth but according to Caredge.com there are 23,275 new Mach E's for sale and at a sales rate of 3473 every 45 days that means there is a 302 market day supply. So, not quite a years worth of inventory.
 
 







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