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Discussion Starter · #1 ·
Anyone hearing from their dealers what their allocations are? I was just told that Lundgren Ford in Eveleth, Minnesota will get just two vehicles this year, and a contributing factor is that a disproportionate number of vehicles will be allocated to dealerships in states like California or New York that have higher aspirations and stricter regulations toward reducing emissions in the transportation sector.
 

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Seems like a good way to punish people who don't make the laws and would like to order a truck. Smart way to turn potential customers off to the Ford brand as well. So the order number means nothing i guess.
 

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Discussion Starter · #3 ·
Just heard from a dealer that the largest dealerships in the state of MN might get five vehicles, and most will get just one. Seems like Ford will be sending a disproportionate share of vehicles to the 13 states that have more aggressive emissions/EV goals, because if certain targets are not hit in those states, then they (Ford and other companies) won’t be able to sell as many ICE vehicles. So most of the center of the country will be waiting.
 

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Looks like we have all been had, the Ford Lightning teem told me yesterday that I would be in wave 2 that opened yesterday due to early reservation, so I call my dealer the manager starts laughing he asked how many of these trucks do you think we will get to sell this year? Its a very large volume F150 dealer so I guess 100-200 units, he tells me 4, 4 trucks for the whole year??? How does this make sense these dealers have spent thousands on charger systems training ect. top only be able to sell 4 trucks? So you know the 4 trucks are going to dealer employees, so they can resell them at a huge markup, honestly if Ford put me in that spot not sure I would do it different, my dealer said they spent over 100k getting ready for this, so that's the TRUTH as I know it, That's why we see people with much higher reservation numbers saying they got the email, your reservation don't mean a thing
 

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Looks like we have all been had, the Ford Lightning teem told me yesterday that I would be in wave 2 that opened yesterday due to early reservation, so I call my dealer the manager starts laughing he asked how many of these trucks do you think we will get to sell this year? Its a very large volume F150 dealer so I guess 100-200 units, he tells me 4, 4 trucks for the whole year??? How does this make sense these dealers have spent thousands on charger systems training ect. top only be able to sell 4 trucks? So you know the 4 trucks are going to dealer employees, so they can resell them at a huge markup, honestly if Ford put me in that spot not sure I would do it different, my dealer said they spent over 100k getting ready for this, so that's the TRUTH as I know it, That's why we see people with much higher reservation numbers saying they got the email, your reservation don't mean a thing
this seems pretty accurate unfortunately. With 80% of reservations being new to brand this type of behavior is sure to damage the brand. Way to go Ford!
 

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Just heard from a dealer that the largest dealerships in the state of MN might get five vehicles, and most will get just one. Seems like Ford will be sending a disproportionate share of vehicles to the 13 states that have more aggressive emissions/EV goals, because if certain targets are not hit in those states, then they (Ford and other companies) won’t be able to sell as many ICE vehicles. So most of the center of the country will be waiting.
This 100% matches what I was told by Sioux Falls Ford in SD. They are the biggest volume dealer in the state (farm state, so huge numbers) and they are expecting 5. He said it is possible they are under promising as they won't fully know how many they can produce this model year until production starts, but don't get your hopes up.
 

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Discussion Starter · #8 ·
Well—there are definite advantages to not having a vehicle in the first production year. That’s what I keep telling myself. Also, I’m fortunate not to NEED a truck this year. It would be really nice to have, but my towing needs start in 2023. Fingers crossed . . .
 

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Well—there are definite advantages to not having a vehicle in the first production year. That’s what I keep telling myself. Also, I’m fortunate not to NEED a truck this year. It would be really nice to have, but my towing needs start in 2023. Fingers crossed . . .
Confirmed with my local dealer that they will get 5 trucks this year. They are a high volume dealer and have over 400 reservations. Ford is allocating based on politics versus reservation numbers, dealer loyalty/behavior, where F-150s are historically sold.
 

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Confirmed with my local dealer that they will get 5 trucks this year. They are a high volume dealer and have over 400 reservations. Ford is allocating based on politics versus reservation numbers, dealer loyalty/behavior, where F-150s are historically sold.
They’re basing sales on the states where they have ZEV sales requirements or where they can generate ZEV credits that they can sell. You can’t really blame them for prioritizing sales like they are. If you had 100 widgets and were legally required to sell 50 widgets in California, you’d prioritize that state too.

If it makes you feel any better, you don’t live in California.
 

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All that would be well and good aside from the fact they have led us all to believe we were in some sort of order as they accepted our deposit, now to find out that none of that is true, I wish they would have been up front and honest, this is exactly the kind of bad press that can set the EV world back as far as the big 3 are concerned, it goes back to, under promises and over deliver, in this case Ford made thousands of promises they knew they can't deliver
 

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It could also have some financial implications as the $7500 tax credits do run out at a certain number of vehicles. Ford is under 40,000 unites from hitting the cap. This includes all FORD vehicles and is expected to be hit Q3 2022. In essence they are likely giving people in CA a discount at the expense of buyers in other states. I wonder how well that fact will play with folks in the so called fly over states.
 

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They should let everyone order and just update your account indicating with an estimated delivery based on your timestamped reservation. This why I KNOW I'm not getting it this year, rather than waiting for this wave crap. I need a car this year.

And yes, the tax credit is a pain, especially when you hear that people who reserved days or weeks later got to place an order.
 
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They should let everyone order and just updated your account indicating with an estimated delivery based on your timestamped reservation. This why I KNOW I'm not getting it this year, rather than waiting for this wave crap. I need a car this year.

And yes, the tax credit is a pain, especially when you hear that people who reserved days or weeks later got to place and order.
I agree it would help to just let us order and know where we sit. I’m in the same boat as you in terms of needing a new vehicle this year.
Frankly, I think their sin was allowing dealers to prioritize orders. That move is really what makes this seem like Ford chose to make things unfair (or less fair).
 

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It could also have some financial implications as the $7500 tax credits do run out at a certain number of vehicles. Ford is under 40,000 unites from hitting the cap. This includes all FORD vehicles and is expected to be hit Q3 2022. In essence they are likely giving people in CA a discount at the expense of buyers in other states. I wonder how well that fact will play with folks in the so called fly over states.
Ford should hit the cap no sooner than Q3 2022 but Q4 2023 is more likely. The latter would mean the $7500 tax credit will remain in place through 2023 Q1.

See my calculations at:
 
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That's all well and nice but $1875 and $7500 are different numbers. The way Ford is allocating vehicles to the coasts rather than where F-150s are historically sold leaves a bad taste for me. They are essentially giving the coasts a discount relative to the middle of the country. Why have an time stamp on the reservations if it's largely meaningless?
 

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Just heard from a dealer that the largest dealerships in the state of MN might get five vehicles, and most will get just one. Seems like Ford will be sending a disproportionate share of vehicles to the 13 states that have more aggressive emissions/EV goals, because if certain targets are not hit in those states, then they (Ford and other companies) won’t be able to sell as many ICE vehicles. So most of the center of the country will be waiting.
I doubt the lightning and it’s my22 volume is going to make a difference on that scale.
 
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