Livestream rep says 150,000 production run for 2022MY F-150 Lightnings??

[Dolfanrich13]

Yeah, but they keep saying as of Jan 4th which is referring to the press release. Don't get me wrong I hope that's true. But all the analysis this forum did on that press release indicates the 150K is not MY22 (which is not even a full year)

If they could produce 150k then they wouldn’t have capped reservations at 200k because they would clear all them with this model year (after subtracting people backing out)

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[midmack]

I know this is just repeating the previous comments, but there is no way they are hitting 150k this year or possibly even in 2023. Many dealers are only getting 1 allocation for 2022, period. Not just the 1 for wave 1.

maybe the conversion rate was a lot higher than they anticipated in wave 1, so they have to slow down how many are going out to the non-ZEV states.

 

[SmoothJ]

I know this is just repeating the previous comments, but there is no way they are hitting 150k this year or possibly even in 2023. Many dealers are only getting 1 allocation for 2022, period. Not just the 1 for wave 1.

maybe the conversion rate was a lot higher than they anticipated in wave 1, so they have to slow down how many are going out to the non-ZEV states.

A lot of dealers don't even know their allocation numbers at the moment as its based on a formula of prior sales, and reservation conversions.

 

[Fordskeptic]

10 per hour x 20 hours per day x6 days/week x 26 weeks for MY 2022. Seems like the best math to go by.

 

[Sdctcher]

10 per hour x 20 hours per day x6 days/week x 26 weeks for MY 2022. Seems like the best math to go by.

AND - 1/2 to Fleet = About 15,000

(Isn’t This Where the Conversation Started 6 Months Ago?)

 

[RickLightning]

They are doing 15,000 this year, i.e. 2022 model year. They will start producing 2023s this calendar year also.

By the middle of 2023, they are going to be at a run rate of 150,000 a year. That is NOT the same as producing 150,000 in 2023.

This isn't hard people.

 

[PungoteagueDave]

Dealer allocations are a SUBSET of customer orders. If a dealer has no customers with early timestamp reservations, they get not allocations EXCEPT for their priority allocation, which is separate and is based on a different algorithm having to do with size, performance, etc.

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