Oakville Assembly Plant - Explorer & Aviator EV'sCorrect, Ford doesn't know exactly how many annual buyers have in these new markets, all they can do is test the water and see what the feedback is from interested buyers. This all goes back to what a akirby warned about ages ago regarding market penetration, sure Ford has 200k reservations and orders for F150 but how many future annual orders are beyond that and, will those buyer prefer an Explorer over an F150?
When you introduce multiple BEVs, do the same buyers dump one and take up the other?
Eg, someone buys a Mach E but then trades in on a Lightning, are we seeing the same group of EV buyers swapping between choices?
Its hard to know so as a manufacturer, Ford has to test the market and see what's out there. If the answer is less sales depth than expected, there's going to be some big recalibration of projects. I'm not convinced that the majority of Ford's buyers are completely sold on its BEVs, heck, it's dealers are sceptical of a future when the manufacturer struggles to make 7,000 vehicles a month but want a $1.2 million investment from each of them…..Sat, 05 Nov 2022 02:40:07 +0000
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