eastern refugee

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...in development/design.

But again, production and supply chain are a different matter.
I disagree. I would think a lot of actual production is robotic. The software is critical. With a BEV there are far less moving parts.
 

dbsb3233

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I disagree. I would think a lot of actual production is robotic. The software is critical. With a BEV there are far less moving parts.
It's not a matter of whether the parts are moving or not, it's a matter of being able to get the parts. And of having people that can assemble them into a vehicle on a production line.
 

eastern refugee

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It's not a matter of whether the parts are moving or not, it's a matter of being able to get the parts. And of having people that can assemble them into a vehicle on a production line.
ford in EVERY article including themost recent said flat out Mach E is on schedule and how important it was to not just deliver on time but to make it perfect. It will be in time. No doubt.
 

timbop

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ford in EVERY article including themost recent said flat out Mach E is on schedule and how important it was to not just deliver on time but to make it perfect. It will be in time. No doubt.
The implied clause in every one of those statements from Ford is "based on the current information we have". Ford also earlier stated that the north american plants would start up again in mid april, which has already been changed to the beginning of may. As Hackett himself stated the building of a car requires a great deal of choreography and coordination, which includes a network of suppliers and logistics. A disruption anywhere affects the schedule.

You are correct in asserting that Ford claims to be on schedule. However, it is also correct to say that assertion is an estimate and not a guarantee.
 

dbsb3233

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ford in EVERY article including themost recent said flat out Mach E is on schedule and how important it was to not just deliver on time but to make it perfect. It will be in time. No doubt.
Not if the factory doesn't open in time. And not if they can't get all the parts (including batteries) in time.

They don't know that yet. Nobody knows that yet. They certainly HOPE they can, and are planning as through they will be so they'll be ready. But they don't know whether governments will actually let people get back to work in time or not. It just depends on how this virus goes.
 

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Our Global Team Huddle just wrapped up. There were no Mach-E launch specific updates, other than to say all efforts are being made to protect the launches.

Here are my other notes:
5 UAW team members have died.

Ford will match employee donations to fight COVID-19. Matching funds are coming from The Ford Fund and Bill Ford personally. The Ford Fund and Ford Motor Company Executive Chairman Bill Ford will match $500,000 in donations to community organizations in the fight against COVID-19. Funds raised will support community projects focused on addressing hunger, shelter and mobility needs, providing educational resources, or delivering critical medical supplies and services in more than 20 countries.

https://media.ford.com/content/ford...y-fund-announces-donation-match-covid-19.html

Project Apollo
Is our project to make medical supplies/equipment.
Working across 7 different locations in the US
Masks: making 1.1 Million per day in combination with 3M
Respirators: ramping up production to 325K
Face Shields: are being produced at the Flat Rock plant
Adding more locations soon: Taiwan, India, South American, Australia, Thailand

North America plants will not open April 14 with a delayed opening as previously announced - dates TBD for reopening.
  • All planning is underway to hit the ground running when we do start up again.
  • Timing is looking like May at the earliest to start up NA plants
  • Cannot turn on a factory quickly
  • Need weeks to get the supply chain choreographed before plant start up
  • Epidemiologist is advising Ford on how to bring people back into a safe environment
  • May need to have new work procedures to ensure we've got a safe work environment
  • Return to work policy is being developed. Dates and processes and protective equipment.
  • Using lessons from China as a template for how/when to start up again
Because some dealers are closed they are doing purely online business, remote deliveries.

China plants are starting up and sales are coming in stronger than anticipated.

In the first full week of April the US salaried employees are taking a 4-6 day vacation shutdown (including holidays), but business critical units and Ford Credit are still working.

Anticipate that we'll work from home through April. No return to work (physical location) date in mind yet.
 
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pbojanoski

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  • Epidemiologist is advising Ford on how to bring people back into a safe environment
  • May need to have new work procedures to ensure we've got a safe work environment
  • Return to work policy is being developed. Dates and processes and protective equipment.
Terrific!

This is the kind of action we need across the country to get us all back to work.
 

ChasingCoral

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North America plants will not open April 14 with a delayed opening as previously announced - dates TBD for reopening.
  • All planning is underway to hit the ground running when we do start up again.
  • Timing is looking like May at the earliest to start up NA plants
  • Cannot turn on a factory quickly
  • Need weeks to get the supply chain choreographed before plant start up
  • Epidemiologist is advising Ford on how to bring people back into a safe environment
  • May need to have new work procedures to ensure we've got a safe work environment
  • Return to work policy is being developed. Dates and processes and protective equipment.
  • Using lessons from China as a template for how/when to start up again
This is great information, as always, hybrid2bev. A startup for Ford-NA in May does seem likely. Michigan has been hit hard and fast. The best models have use of hospital resources and new fatalities peaking in Michigan around 10 April. Michigan fatalities are expected to top 3,000 (probable range about 2,000-4,000) but to reach that level by about May 1st.
https://covid19.healthdata.org/projections

While I realized the MME is built in Cuautitlan, I'll bet a lot of Ford-NA's decisions are driven by what's happening at home in Michigan as MI conditions will strongly influence the UAW.


Screenshot 2020-04-03 17.57.05.png
 

eastern refugee

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There seem to be a lot of different stories. In reference to the MME specifically there appears there is zero delay on delivery.
 

dbsb3233

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There's a couple of ways to look at that data. It shows fatalities and hospitalizations pretty much ending around May 1. That actually looks like a better timeframe than I would have expected.

Of course, that doesn't mean everyone is recovered and the risk of spread is over May 1. But at the same time, most of the high risk is to retirees, not working-age people. And the Mach-e should be less delayed (since it wasn't even due to start production until June) compared to models already in production. Although supply lines will probably get behind. So it's all a mixed bag.

All speculation at this point anyway, and highly fluid. It could all change next week... and the next week... and...
 

Ken7

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Right now we are a nation governed by models. Unfortunately, in many ways, these models are extremely inaccurate. The best may be doing a decent job forecasting death rates, but they’ve been terrible forecasting infection rates.

I know all too well how poor modeling can be from meteorology, but I find it a bit scary that we’re running our country from models. Even some of the people that created these models have said their accuracy hasn’t turned out to well.
 
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