Does Ford Have an EV demand issue?

[davelloydbrown]

I received this email from Ford suggesting that they have dropped the prices on all Lightning trims.

To be honest, with all the options available it is hard to figure out what the final price will be and when it will be delivered.

As I am a second day reservation holder, I think I will wait a bit longer to see what the CT costs.

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[madquadbiker]

I received this email from Ford suggesting that they have dropped the prices on all Lightning trims.

To be honest, with all the options available it is hard to figure out what the final price will be and when it will be delivered.

As I am a second day reservation holder, I think I will wait a bit longer to see what the CT costs.

Guessing they know the CT is almost here and surely it can’t be much longer.

 

[Diehard]

Guessing they know the CT is almost here and surely it can’t be much longer.

Competition is a beautiful thing. Hopefully Ford, GM and Stellantis will survive the strikes and learn to compete better helping push CT prices down in return.

 

[Baldey]

i smell desperation

 

[hridge2020]

I received this email from Ford suggesting that they have dropped the prices on all Lightning trims.

To be honest, with all the options available it is hard to figure out what the final price will be and when it will be delivered.

As I am a second day reservation holder, I think I will wait a bit longer to see what the CT costs.

 

[cvalue13]

I received this email from Ford suggesting that they have dropped the prices on all Lightning trims.

I believe this is advertising previous price drops

and, the price is still higher than the release pricing

meanwhile, i dont see people so quickly pointing towards demand problems and desperation RE Tesla's pricing history over the past 6 months

 

[firsttruck]

I received this email from Ford suggesting that they have dropped the prices on all Lightning trims.

To be honest, with all the options available it is hard to figure out what the final price will be and when it will be delivered.

As I am a second day reservation holder, I think I will wait a bit longer to see what the CT costs.

That is MSRP.

It is Ford dealers that set the real price.

Have the Ford dealers stopped adding on thousands $ in extra markup???

 

[HaulingAss]

Competition is a beautiful thing. Hopefully Ford, GM and Stellantis will survive the strikes and learn to compete better helping push CT prices down in return.

The biggest downward pressure on Cybertruck pricing will be the same factor that recently lowered the prices of Models 3 & Y so much recently, increasing production volumes. This requires expanding the addressable market by lowing prices into new market segments.

The initial downward pressure on Cybertruck pricing, in the first year or two of production, will be Tesla's desire for as much price stability as reasonably possible. This simply means that Tesla doesn't want to alienate and confuse customers while taking advantage of them by charging very high prices (simply because they could) until they work through all the Cybertruck reservation backlog. Prices will probably drop a few thousand as production capacity catches up to market demand, but it won't be a big drop.

Ford, GM and Stellantis may lower pricing if they have excess production capacity, but they cannot have a high enough volume, or low enough pricing, to impact Cybertruck pricing at all. However, the way the recent UAW strike is going, they will not have enough production to require substantial price cuts anyway. Basically, trucks from Ford, GM and Stellantis are so utterly insignificant that they cannot affect Cybertruck pricing in any way for at least as far as the eye can see, at least 4 years (and probably a lot longer than that).

 

[Diehard]

The biggest downward pressure on Cybertruck pricing will be the same factor that recently lowered the prices of Models 3 & Y so much recently, increasing production volumes. This requires expanding the addressable market by lowing prices into new market segments.

The initial downward pressure on Cybertruck pricing, in the first year or two of production, will be Tesla's desire for as much price stability as reasonably possible. This simply means that Tesla doesn't want to alienate and confuse customers while taking advantage of them by charging very high prices (simply because they could) until they work through all the Cybertruck reservation backlog. Prices will probably drop a few thousand as production capacity catches up to market demand, but it won't be a big drop.

Ford, GM and Stellantis may lower pricing if they have excess production capacity, but they cannot have a high enough volume, or low enough pricing, to impact Cybertruck pricing at all. However, the way the recent UAW strike is going, they will not have enough production to require substantial price cuts anyway. Basically, trucks from Ford, GM and Stellantis are so utterly insignificant that they cannot affect Cybertruck pricing in any way for at least as far as the eye can see, at least 4 years (and probably a lot longer than that).

I agree with most of your points short term. I was talking long term. Even then, it would require some restructuring, watering down design, more automation and may be some new tech for them to be competitive. By then UAW may push more jobs back outside U.S. despite the tax incentives. As aggressive as Tesla is, I seriously doubt they can hold on to their current EV market share unless all other OEMs shoot themselves in the foot (some probably will but not all).

 

[Crissa]

I agree with most of your points short term. I was talking long term. Even then, it would require some restructuring, watering down design, more automation and may be some new tech for them to be competitive. By then UAW may push more jobs back outside U.S. despite the tax incentives. As aggressive as Tesla is, I seriously doubt they can hold on to their current EV market share unless all other OEMs shoot themselves in the foot (some probably will but not all).

The UAW's initial demands are just wages comparable with the increase in profit the big three have experienced since their last negotiations in 2009 resulted in concessions from the Union.

Remember, Tesla shares profits with its employees via stock options.

-Crissa

 

[EVSport7]

Honestly, I don't know if I could buy a CCS vehicle over the next two years. Rivian and some of these look nice, but I'd rather wait and have them get their ducks in a row and not deal with an adapter long term.

 

[Diehard]

The UAW's initial demands are just wages comparable with the increase in profit the big three have experienced since their last negotiations in 2009 resulted in concessions from the Union.

Remember, Tesla shares profits with its employees via stock options.

-Crissa

Fixed salaries based on good times may translate to more layoffs in bad times. I think the best way to do it is a guaranteed minimum salary employees can live on with the rest to be performance based. It keeps employees motivated and the company resilient during hard times. Of course that may have it's own issues with employees getting pissed because company invest some of the money they consider theirs in an initiative like transitioning to EVs. Dealing with humans is always messy. Hopefully we won't need them anymore after Optimus is fully functional

 

[Crissa]

Fixed salaries based on good times may translate to more layoffs in bad times. I think the best way to do it is a guaranteed minimum salary employees can live on with the rest to be performance based. It keeps employees motivated and the company resilient during hard times. Of course that may have it's own issues with employees getting pissed because company invest some of the money they consider theirs in an initiative like transitioning to EVs. Dealing with humans is always messy. Hopefully we won't need them anymore after Optimus is fully functional

Well, companies then have a motive to misreport the net.

-Crissa

 

[HaulingAss]

Honestly, I don't know if I could buy a CCS vehicle over the next two years. Rivian and some of these look nice, but I'd rather wait and have them get their ducks in a row and not deal with an adapter long term.

I could buy a CCS vehicle (assuming it had a working NACS adapter) but it would have to be just as good of a vehicle as the comparable Tesla and it would need to be about $1000 cheaper to compensate me for needing a NACS adapter.

Oh, wait...that's not going to happen, certainly not in two years!

Yes, that was agreeing with you in a round-about way.

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