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Yours is as good of hypothesis as any, no one knows for sure, Ford is being tight lipped.I haven’t read all this thread but I hear everyone saying they dropped a valve. How would a bad batch of valves cause a dropped valve? Could keeper/retainer notch be bad and not lock in the keepers? Could the valve break at the keeper/retainer notch? Is it really the (6518) in the diagram actual valve keeper/retainer that failed to keep the valve, thus dropping into cylinder? Or the rocker could kick off due to bad lash adjusters (6500) causing it to hit the spring, which could throw the retainer and drop the valve? This was an issue on some 5.4’s. Only so many parts can cause a dropped valve but it usually isn’t the valve itself that failed.
My hypothesis of another possibility, if the timing chain breaks or something else in the timing system gets out of time, you can bend the valve, to which collides with the piston, breaking it off.
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