The memo, if genuine, is clear that Ford does not expect to fulfill all reservation orders in MY21 (they said that demand "far exceeds" MY21 production capacity).Some on this forum have said that a reservation made prior to Sept 18 may end up being a MY22 versus a MY21 because of allocation. I am trying to determine if this is being said just to create FUD (Fear, Uncertainty, and Doubt)?
Therefore, considering the above assumptions, wouldn’t it be illogical for Ford to select a cutoff date that would not allow them to satisfy the MY21 demand? A demand that they just created by selecting the stated cutoff date. Sadly the allocation formula may impact MY21 delivery schedule, but it should not affect the MY designation.
We know that larger dealers will fulfill a higher percentage of their reservations, so we can make an informed choice of which dealer we select. Plus the critical part is that we know that Ford will inform each dealer of approximately how many 2021's they will actually get, so we can ask/beg/pressure dealers to disclose our chances before ordering.
Ford didn't disclose what would happen to unfulfilled reservations, but they could potentially be built as MY2022 at the same price. That is what I would assume for now if I had a later reservation.
I have an early reservation, so allocations are irrelevant, but I am waiting to see how a demand that outstrips production capacity impacts the B&P. I am hoping that Ford waits until Feb1 to raise B&P prices (on new non-reservation orders).