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Parsing through all the threads about orders, delays, 22 to 23 changeover, etc, here is what I'm extrapolating from all of these posts.
1- There was one big push for scheduling this summer (think it was July) and then those schedules seemed to slide multiple weeks into September- maybe into October too...
2- The July break did very little to change the volume of production post break (still seemed to have parts constraints, limited production uptick, etc) but possibly cleared out a bunch of Dirt/ Snow/ Ice Mountain holds
3- Not surprisingly, July production numbers were ludicrously low so we lost ground there
4- August scheduling was almost non-existent for regular bronco trims but BRaptors were cleared for sale
5- No scheduling update for Broncos last week or yesterday after another meager scheduling week for regular bronco models
I have no idea if there will be any more 22s scheduled but it certainly doesn't feel likely- at least with any kind of volume.
If Job 1 for 23's isn't supposed to be until the end of October and very little October scheduling seems to have happened, what should we expect to see between now and the end of the year? Will the plant idle? Are they only building Everglades and BRaptors? Will production dates continue to slip into October? Will there be one more big scheduling push?
1- There was one big push for scheduling this summer (think it was July) and then those schedules seemed to slide multiple weeks into September- maybe into October too...
2- The July break did very little to change the volume of production post break (still seemed to have parts constraints, limited production uptick, etc) but possibly cleared out a bunch of Dirt/ Snow/ Ice Mountain holds
3- Not surprisingly, July production numbers were ludicrously low so we lost ground there
4- August scheduling was almost non-existent for regular bronco trims but BRaptors were cleared for sale
5- No scheduling update for Broncos last week or yesterday after another meager scheduling week for regular bronco models
I have no idea if there will be any more 22s scheduled but it certainly doesn't feel likely- at least with any kind of volume.
If Job 1 for 23's isn't supposed to be until the end of October and very little October scheduling seems to have happened, what should we expect to see between now and the end of the year? Will the plant idle? Are they only building Everglades and BRaptors? Will production dates continue to slip into October? Will there be one more big scheduling push?
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