a bunch of crap right here…The current generation of Lightning is a “First Inning” BEV according to Farley. It is an ice modified platform with no profit margins even on higher priced models. It was to achieve first to market advantage, but going forward it’s going to be a challenge against GMs upcoming bespoke trucks. Even the bespoke GM EV trucks will struggle to make money initially. Ford doesn’t want to sell the Pro and XLT even at the current prices. They are only producing them for marketing purposes and realizing the losses as such. What a disaster the Lightning reservation system has been.
Variables aside, Ford could never profit at introductory prices of the Pro or XLT trims, it wasn’t even close. They still can’t with the increased prices irregardless of the headwinds you mentioned. It cost Tesla $36k to make the base TM3 which has a smaller 60kWh battery, bespoke platform, less parts, and is made in a 1/3 of the time. Why can you now buy a Lariat or Platinum off the showroom floor without markup? Many dealerships now have them in stock ready to buy. The Lightning Ford wants you to buy costs $75k+.a bunch of crap right here…
Ford can’t control all the variables that hit them at the same time - chips shortage, war, rare materials shortage, China decouple….
Dealers have Lightnings in stock “ready to buy” with no markup???Variables aside, Ford could never profit at introductory prices of the Pro or XLT trims, it wasn’t even close. They still can’t with the increased prices irregardless of the headwinds you mentioned. It cost Tesla $36k to make the base TM3 which has a smaller 60kWh battery, bespoke platform, less parts, and is made in a 1/3 of the time. Why can you now buy a Lariat or Platinum off the showroom floor without markup? Many dealerships now have them in stock ready to buy. The Lightning Ford wants you to buy costs $75k+.
If you search hard enough and long enough they do pop up. However, they are few and far between.I haven’t heard of a place where you can just walk in and buy a Lightning for MSRP.
A lot of those 200,000 reservations are for lower priced trims. The macro economic environment is making it difficult for buyers to afford higher priced trim levels and Ford can't afford to sell lower priced ones. This is why markups will be going away on Lariat and Platinum trim levels and availability will be increasing in most markets going forward. A Cars.com search 100 miles from 06109 where I am located in CT shows 100 Lightings for sale. Granted some might be demo listings, but only 3 are for Lightings below $60K and 41 are below $80k. John McElroy on the most recent podcast of Autoline After Hours mentioned the availability of Lightnings and lack of markup.Dealers have Lightnings in stock “ready to buy” with no markup???
There are 200,000 reservations and only 13,000 trucks that have been delivered.
I haven’t heard of a place where you can just walk in and buy a Lightning for MSRP.
Just a reminder, reservations are for Lightnings. Trim is determined at the time of order. You are probably correct that many reservation holders are hoping to order lower priced trims.A lot of those 200,000 reservations are for lower priced trims.
Especially in colder environments or where charging networks aren't as robust. The lack of a heat pump only worsens the range issues.I too am seeing a surprising number of Lightnings all of a sudden show up on lots. Unfortunately, the vast majority of them are SRs. The SR works well only for a very small slice of the market, so those are going to pile up at discounted prices soon.
Those of us waiting for invites will get them soon, so holding out for my minty fresh ER.❤
That’s because most mannequins were SR Lariats.I too am seeing a surprising number of Lightnings all of a sudden show up on lots. Unfortunately, the vast majority of them are SRs. The SR works well only for a very small slice of the market, so those are going to pile up at discounted prices soon.
Those of us waiting for invites will get them soon, so holding out for my minty fresh ER.❤
personally with hindsight of owning one the SR should be discontinued immediately in my opinion.That’s because most mannequins were SR Lariats.
Certainly hope they don't do that....at least not until after my Pro is built next month.personally with hindsight of owning one the SR should be discontinued immediately in my opinion.