Nov 07, 2021
How long is our wait ?
A lot depends whether Ford can ramp production anytime soon -
They have more than 200,000 unscheduled orders. If production is not ramped, a lot of us could be waiting quite a while -
So far it's been limping along - only few or several thousand a month - for '21 they made 33,207 so far - see Ford October Press Release below -
What's November forecast ? . . December ?
For rest of '21 Ford may have decided to punt - still limping along -
The latest scheduling was Oct 28. And before that Sept 30.
Now no more for build weeks in '21 -
'22 January scheduling expected this week 11/18 -
Will Ford ramp production in '22 ?
The apologistas try to wave off as 'supply chain issues' -
Ford also has big problems w design & production - e.g. dozens of 2.7L engine failures, electrical fails, continuing MIC defects, airbags, et cetera - these are prob the major production delays, and they're not 'supply chain' - they imply bad mgmt -
Latest monthly production #'s - (publ. Nov 3)

A lot depends whether Ford can ramp production anytime soon -
They have more than 200,000 unscheduled orders. If production is not ramped, a lot of us could be waiting quite a while -
So far it's been limping along - only few or several thousand a month - for '21 they made 33,207 so far - see Ford October Press Release below -
What's November forecast ? . . December ?
For rest of '21 Ford may have decided to punt - still limping along -
The latest scheduling was Oct 28. And before that Sept 30.
Now no more for build weeks in '21 -
'22 January scheduling expected this week 11/18 -
Will Ford ramp production in '22 ?
The apologistas try to wave off as 'supply chain issues' -
Ford also has big problems w design & production - e.g. dozens of 2.7L engine failures, electrical fails, continuing MIC defects, airbags, et cetera - these are prob the major production delays, and they're not 'supply chain' - they imply bad mgmt -
Latest monthly production #'s - (publ. Nov 3)