Need A New Truck? Go To Kentucky

This sounds really strange, 45,000 trucks. How many do they sell in a year, and why would they get this far a head of their complete supply chain? And a microchip shortage could not be caused by a transportation capacity shortage, because the 100 microchips or so that each vehicle needs will still not be very big. Probably they are waiting for complete circuit boards to be assembled and tested. But still, they should have been able to have this resolved by now. SJG School of Rock AllStars perform "Highway Star" by Deep Purple https://www.youtube.com/watch?v=-oGjZRe1i3g

I was at my local Ford dealer last week to get the electric passenger seat in my Mustang repaired. They told me that I would have to leave it for 3-5 days because their electric specialist was too backed up and that I couldn't make an appointment and that all of the near by dealers were in the same fix. There was a Shelby Mustang sitting there that I was told has been there for weeks waiting for parts. I did get the seat fixed yesterday at an independent garage. Very labor intensive (4 hours) but I did not need any Ford parts.

^ Interesting, I wonder what is really going on. SJG

This story really concerns me. Those trucks are not ready to drive. You have to load them onto trailers, and then someday load them back on to bring them back to be finished at the factory. What ever is going on, unless it gets corrected, it will result in layoffs. And if someone wants to buy a truck today, will they be served? I believe that all the Biden Admin numbers are correct, but it still looks on the ground like somethings are really fouled up. I am concerned and frightened. It seems like so many things are disintegrating at the same time. SJG

^ Why do you care about lay-offs you're a socialist, advocating money for free via UBI, and the demise of the capitalist system, why the sudden concern ?

^ Well these are the things we need to go to, and this crisis in Capitalism is forcing it. But we are not there yet, and there could be much disruption and dislocation in store for us. In the Great Depression, when the automakers shut down, that by it self caused 25% unemployment because the entire supply chain also shut down. And in 2008, that automakers shutting down is what really scared people. SJG

It's looking like the price drops are coming up here soon. Next few months I'm trying to bear down and make it through then I'm gonna start looking.

The economy has been open for over a year - I wonder why we're having so many issues still w/ the supply-chain - it kinda doesn't make sense but then again I'm not an expert in this area - it just seems odd that we continue to have so many issues this far down the road after reopening the economy - I can't really wrap my head around why there continues to be a parts, and particularly chips, shortage - again, I'm no expert in this area but part of me feels as it was somehow being done on purpose for some reason and using the previous lockdowns as some kinda excuse

That's an awful lot of aluminum to store in one place. 😂

Got a feeling that quality is going to take a hit, my guess is with the parts they can't source when they finally get them installed the integration won't be as seamless as it should be, leading to vehicle quality problems.

Ford has always done very well with pickup trucks, often they were number 1. 900,000, and for just f150's is a huge number. This parts shortage and the need to store them off site, will add to production costs when they finally get all of their parts. I think there are just changes in our economic system, and COVID exposed this, or brought about some of the earlier. We don't need the huge labor force, but if you have a smaller labor force there are less consumers and a smaller volume of commerce. Everything Biden is doing is right and it does help. He needs to do more and go further. But these obstructionists Republicans were elected just like he was. SJG <iframe width="560" height="315" src="https://www.youtube.com/embed/eQp1RJtCn2U?start=3632" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

Automotive Chip Shortage Likely To Persist Through 2023 "Shortages of automotive semiconductors will likely remain through at least the year 2023," Bill Jewell, a consultant with Semiconductor Intelligence, said in a blog post Thursday. "Although a few automakers indicate they are back at full production, most report continuing shortages. The shortages will prevent automakers from producing enough vehicles to meet demand in 2022 and 2023, resulting in continued high prices for most vehicles." https://www.investors.com/news/technology/chip-shortage-for-autos-likely-to-last-through-2023/#:~:text=The%20chip%20shortage%20plaguing%20the,and%20ON%20Semiconductor%20(ON). However, other automakers continue to face chip shortages. Honda Motor (HMC) says its production outlook is uncertain due to shortages. Ford Motor (F) says chip shortages are still an issue. Toyota Motor (TM) sees shortages lasting at least through the third quarter this year, while General Motors (GM) expects the shortage impact to last into 2023. SJG