✅ 9/25/2023 Lightning Build Week Group (MY2023)

[TaxmanHog]

The Rouge has hit its target of 150,000 run rate with the 9/25 build week!!

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[TaxmanHog]

Mine is tomorrow, any idea if it will happen

As in the build week 9/11???????
https://www.f150lightningforum.com/...2023-lightning-build-week-group-my2023.15690/
Production is offset by about 3-4 days due to slowdown of the 8/28 build week

 

[BuzzLightning2023]

@BuzzLightning2023

@gaussian01 your getting spray in liner so the numbers are different (this is normal)

Total production 2997 trucks.

Thanks for digging into this. I must admit I don’t absorb and retain this type of data very well. I gather this is the top line of my actual window sticker (?). It would be fun to see the whole the whole thing if that’s available to me. Is this just essentially confirmation my truck is still slated for assembly that week? Thanks again.

 

[BuzzLightning2023]

@BuzzLightning2023

@gaussian01 your getting spray in liner so the numbers are different (this is normal)

Total production 2997 trucks.

Also, looks like the UAW is striking a Bronco/Ranger plant and our Lightnings are safe (for the moment).

 

[gaussian01]

Thanks for digging into this. I must admit I don’t absorb and retain this type of data very well. I gather this is the top line of my actual window sticker (?). It would be fun to see the whole the whole thing if that’s available to me. Is this just essentially confirmation my truck is still slated for assembly that week? Thanks again.

https://www.windowsticker.forddirect.com/windowsticker.pdf?vin=YOURVINHERE

Just modify the VIN in this link to see the full sticker.

 

[BuzzLightning2023]

@BuzzLightning2023

@gaussian01 your getting spray in liner so the numbers are different (this is normal)

Total production 2997 trucks.

Hog, what’s the over-under for delivery to Los Angeles with a 9/25 build week, 9/30 blend? I need to sell two vehicles for my down payment and trying to “plan” as we can in this life. Just looking for a ballpark guess. Thank you!

 

[TaxmanHog]

Hog, what’s the over-under for delivery to Los Angeles with a 9/25 build week, 9/30 blend? I need to sell two vehicles for my down payment and trying to “plan” as we can in this life. Just looking for a ballpark guess. Thank you!

The normal values are currently useless with current held inventory stacking up, even if an entire train string is loaded with 8 weeks of California bound production, just getting them out of the railyard to your dealer is going to be a challenge for the last mile transport companies.

 

[BuzzLightning2023]

The normal values are currently useless with current held inventory stacking up, even if an entire train string is loaded with 8 weeks of California bound production, just getting them out of the railyard to your dealer is going to be a challenge for the last mile transport companies.

Solid. “Held inventory stacking up”: help me understand that, please.

 

[TaxmanHog]

Solid. “Held inventory stacking up”: help me understand that, please.

NOT one Lightning has shipped since production resumed 7/31...... By the time the 9/25 build week is finished the held inventory will be at 17,468 units assuming the shipping hold persists.

 

[BuzzLightning2023]

NOT one Lightning has shipped since production resumed 7/31...... By the time the 9/25 build week is finished the held inventory will be at 17,468 units assuming the shipping hold persists.

Yuck. I wasn’t aware of this shipping hold. Sounds like a Broken World Situation (or BWS for short).

 

[BuzzLightning2023]

NOT one Lightning has shipped since production resumed 7/31...... By the time the 9/25 build week is finished the held inventory will be at 17,468 units assuming the shipping hold persists.

I’m not seeing much for dates on this article except for at the top. There are undated updates that make it impossible to understand what they mean by “a few weeks”. Hog, does this article align with what you know?
https://electrek.co/2023/02/15/ford...a nationwide,of the Lightning, only shipments.

 

[TaxmanHog]

I’m not seeing much for dates on this article except for at the top. There are undated updates that make it impossible to understand what they mean by “a few weeks”. Hog, does this article align with what you know?
https://electrek.co/2023/02/15/ford-halts-f-150-lightning-deliveries-over-potential-battery-issue-no-consumer-vehicles-affected-yet/#:~:text=Ford has issued a nationwide,of the Lightning, only shipments.

This was the battery fire incident last winter which stopped production and delivery, note the date of the article 2/15/2023

 

[BuzzLightning2023]

This was the battery fire incident last winter which stopped production and delivery, note the date of the article 2/15/2023

Got it. Yes, I saw the date. Dunno how I missed this whole battery fire drama. I musta been absent that day.
So they resumed production in early March and presumably shipped all/most of those until 7/31/23 and then stopped for some reason, yes?

 

[TaxmanHog]

Got it. Yes, I saw the date. Dunno how I missed this whole battery fire drama. I musta been absent that day.
So they resumed production in early March and presumably shipped all/most of those until 7/31/23 and then stopped for some reason, yes?

Correct, that was a tense hot mess during the spring & early summer of 2023.
Because they had stopped production, the "held inventory wasn't as bad as it's getting now.

Note the 2/6/23, 2/13/23 and 2/20/23 build weeks were actually processed starting 3/13/23 and they needed an extra gap week 4/3/23 to get the line back up to pace at the time.

 

[BuzzLightning2023]

Correct, that was a tense hot mess during the spring & early summer of 2023.
Because they had stopped production, the "held inventory wasn't as bad as it's getting now.

Note the 2/6/23, 2/13/23 and 2/20/23 build weeks were actually processed starting 3/13/23 and they needed an extra gap week 4/3/23 to get the line back up to pace at the time.

Understood, so we don’t know what caused the 7/31 delivery hold but we think it’s related to the February flames concern?

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