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bzcat last won the day on December 27 2018

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About bzcat

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  1. Ford probably don't expect to sell that many Platinum. Comparing it to Aviator Reserve kind of prove the point I think... Platinum is the kitchen sink version for Ford and it is almost $20k cheaper than Black Label... so basically it slots in between Reserve and Black Label. Explorer ST/Aviator Reserve $56k --> Explorer Platinum $59k --> Aviator Black Label $78k On the hybrid side, Ford is probably leaving some money on the table... there is probably room for Explorer Platinum HEV for around $60k Explore Limited HEV $53k --> Aviator GT PHEV $69k --> Aviator GT Black Label PHEV $88k
  2. bzcat

    F150 Electric Spied

    Mach E at LA Auto Show (Nov 2019) is a pretty good bet. We will see the production VW ID at Frankfurt (Sep 2019) so Ford will not be try to debut Model E at the same show. Ford is not going to Tokyo (Oct 2019) so that means LA is it.
  3. Maybe his disagreed with Hackett's profit margin target and didn't want to be the fall guy later. Preemptive early retirement sounds rather attractive if I'm in his shoes.
  4. There is no CAFE for medium duty vehicles but they are subject to EPA emission regs. In fact, the Phase 2 implementation of the law regulating emission of medium and heavy duty vehicles is probably lead to Ford designing the 7.3 to replace the ancient V10. https://www.govinfo.gov/content/pkg/FR-2016-10-25/pdf/2016-21203.pdf
  5. The beer dynasties example is precisely why it won't happen to Ford, not for a long time anyway. Ford scions are still working at the company, including its Chairman. Molson, Coors, Annheiser-Busch were partially family owned but not family run. Also another important distinction is the capital structure. Ford has two class of stock and the Ford family owns the the one with voting rights. Outside investors can't muster enough influence to force the family to consider a sale. Not yet anyway. Bill Ford will eventually retire and I'm not sure if another Ford will be Chairman at that point. And with long enough time where shareholdings are passed thru inheritance, eventually there will be a large enough group of restricted stock holders that may want to cash out.
  6. Right, Ford had already pivoted away from Falcon and sedans even before manufacturing ended with Territory and Ranger being the primary sellers with decent profit margin. It's just unfortunate that it couldn't replace the Territory right away. Holden had a lot full of various rebadged cars and of course they had all those Commodores to offload because they had to keep the factory open. They are way behind Ford Australia in righting the product mix. Honestly, the first one to figure out how to sell LHD fullsize pickup trucks in Australia with reasonable pricing it going to clean up... it's just such a small market that no one even bothers.
  7. In Europe, there is no need for a separate plant. They could either build it with Focus (replacing the volume left behind by Grand C-Max at Saarlouis), or with Kuga (replacing the volume left behind by Mondeo/S-Max/Galaxy at Valencia) or import it from Mexico. In North America, we talked about this before... If Ford really believes in the "SUV all the things" plan, it will need multiple products of similar sizes to cater to different market niches. Ford currently has two C-class utilities... C-Max and Escape (yes, C-Max is classified as a car by EPA but I would characterize that as a mistake by Ford). We will soon have two C-class utilities... Maverick and Escape. If one of them has an alternate bodystyle that seats 7, does that make for three utilities? Do we count Focus sedan and hatch as two different C-class cars? Maverick - rugged C-utility Escape - mainstream C-utility MACH-E - EV C-utility TBD - 7 seat C-utility (we had previously assumed it will just be called Escape but maybe not)
  8. C-Max wheelbase: 2,648mm / 104.3" Escape (current gen) wheelbase: 2,690mm / 105.9" Grand C-Max wheelbase: 2,788mm / 109.8" "Grand Escape" wheelbase: ??? but let say longer than current Grand C-Max Edge/S-Max/Galaxy wheelbase: 2,850mm / 112.2" Explorer wheelbase: 3,030 mm / 119.1" So you can kind of see the logic here for Ford... they think buyers in Europe that wants a SUV bigger than 5 seat Kuga will want 7 seats because they are coming out of minivans for the most part. And remember the current Edge shares everything with S-Max and Mondeo... including the wheelbase. So if you can stretch a C2 into 112" wheelbase, it doesn't really matter if the car is called "Edge" or "Kuga" because it will have 7 seats and shaped like an SUV... something Ford Europe has not sold before. And in case you are wondering if that is feasible... just remember that Transit Connect already has a longer wheelbase than Edge so C1 (and C2 by default) is able to handle that kind of stretch. And for people that want a really big SUV, Ford is going to bring the Explorer which will be better positioned against the luxury brand offerings in terms of value. So the VW line up where Ford gets inspirations from shows their thinking. For comparison purpose to VW: Golf Sportvan wheelbase: 2,637mm / 103.8" (comparable to C-Max) Tiguan SWB: 2,681mm / 105.6" (comparable to Escape) Touran wheelbase: 2,791mm / 109.9" (comparable to Grand C-Max) Tiguan LWB: 2,791mm / 109.9" (comparable to Escape 7 seat LWB) Touareg wheelbase: 2,904mm / 114.3" (comparable to Edge/Explorer) Sharan wheelbase: 2,919mm / 114.9" (comparable to S-Max or Galaxy)
  9. There is nothing for GM to sell to another company. Holden is just the marketing name for GM in Australia. It already sells rebadged models from elsewhere. Shut down is much more likely outcome. The issue is the GM still has a huge corporate structure in Australia from when it had 40% of the market and 3 manufacturing plants. When you are selling only 60k cars a year, you can do it with a much smaller organization. Hence the proposal from this other company to take over distribution. Ford Australia is in kind of the same boat but maybe better positioned. Having eliminated manufacturing earlier than GM, and having already been a distant 4th or 5th in the market for so long, I think Ford Australia is already downsized. Ford also kept the APAC design and engineering center in Australia at the expense of the one in Taiwan which shut down to save the Australia one a few years ago. GM from what I can gather, has no such plan to keep any design or engineering resources in Australia since it has much deeper bench and more robust operations in Korea. Basically, GM Australia is like Ford Taiwan... the weaker of the two surviving APAC children outside China, which is its own thing. So Ford logically de-invested in Taiwan to shore up Australia. GM will eventually do the same, except with Australia being the weaker one.
  10. JLR is not big enough to justify the capital investment. But growing volume is not easy and this is where JLR finds itself now... in the middle of the deathzone. Too small to cover fixed cost but too big to make a profit. Tata really needs to decide what it wants out of JLR. If this is a vanity project then fine... just periodically write off your investments. But if they want this to be a real business, they need to decide if they want volume or boutique. The volume strategy will require massive downscale vehicle investments and platform/drivetrain/parts sharing with other Tata models. The goal would be to turn Jaguar and Land Rover into high volume middle market brands while leaving Range Rover as the luxury offering. The boutique strategy will require abandoning the middle market and the entry luxury segment altogether and just focus on the high end Range Rovers and one or two ultra lux Jaguar sedans and sports cars.
  11. I think Ford kind of tipped its hand when F-150 Limited switched over to Raptor-spec 3.5 EB HO instead of the normal 3.5 EB. It's a more civilized on-road performance truck vs. Raptor's all out off-road performance. I believe Ford will eventually offer the 7.3 on Raptor... I agree with those saying it fits the character of the truck. But I also believe Ford will keep the 3.5 HO around. Maybe a F-150 ST or a new F-150 Lightening?
  12. I don't think "replace" is the right word. Edge is just being discontinued. I think the 7 seat Ford Kuga is going to be quite big... probably the same size as VW Tiguan Allspace or Skoda Kodiaq. We know how much Ford Europe like to copy VW so I think that is the route they will go... stretch out the Kuga to the point it crosses over into the D-segment. And a vehicle like that will effectively replace S-Max too. Keep an eye on P758 project in Mexico (the C2 pickup truck)... it was supposed to have a companion CUV, which if you assume will share the wheelbase and footprint of the pickup truck (roughly same length as Transit Connect van) will result in a nicely porportioned 7-seat CUV based on the C2 platform. And I believe Ford will introduce 7 seat Explorer in Europe for those looking for even more room. Ultimately, I think this development adds more credibility to those that claims Edge will switch to CD6 and RWD/longitude drivetrain. Once Ford introduces Explorer and 7-seat Kuga in China, it will more or less eliminate the need for 7 seat Edge there. So Ford will make the next gen Edge more like a 5-seat/coupe version of Explorer.
  13. Come on guys... these photos were from August 2018. We discussed it way back then:
  14. bzcat

    2020 Ford Explorer

    This price makes a lot more sense that what the guy posted on the last page...
  15. Sounds like it is just a proposal from a distributor. But it makes a lot of sense given how few cars GM is selling in Australia. It trails far behind Toyota, Hyundai, Mazda and just got outsold by Ford last year for the first time in 15 years. The ranking below is by brand which somewhat mask the true position of GM. By manufacturer, VW (VW+Audi+Skoda+Porsche) outsold both Ford and GM by a wide margin and is #4 in Australia. And obvious Kia and Hyundai combined is a solid #2. 2018 Australia Passenger Vehicle Sales 1. Toyota 217,061 2. Mazda 111,280 3. Hyundai 94,187 4. Mitsubishi 84,944 5. Ford 69,081 6. Holden 60,751 7. Kia 58,815 8. Nissan 57,699 9. Volkswagen 56,620 10. Honda 51,525 11. Subaru 50,015 12. Mercedes-Benz 39,537 13. Isuzu 27,640 14. BMW 23,055 15. Audi 19,416 16. Suzuki 17,601 17. Land Rover 10,089 18. Renault 10,018 19. Lexus 8819 20. Jeep 7326 21. Volvo 6693 22. LDV (Maxus) 6064 23. Skoda 5807 24. Porsche 3909 25. Mini 3590