silverelan
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Ford is gonna see a lot of cancellations for MME with this price delta. MME 4X starts at $66k with zero tax credit vs $46,990 (after the $7500) for the Model Y LR. For $20k, a lot of people will talk themselves out of a MME and into a Model Y.
If Ford drops prices to match Tesla’s move to get under $55k, that’s gonna hurt Ford’s financials. And that’s not even counting the HVBJBs that are adding up at like $3k/pop.
If Ford drops prices to match Tesla’s move to get under $55k, that’s gonna hurt Ford’s financials. And that’s not even counting the HVBJBs that are adding up at like $3k/pop.
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