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At this point, I'm not sure Ford has a handle on what will delay builds since their commodity data appears to be based on our reservations and the price survey. All that was done prior to the B & P. Could be wrong-maybe every WT reservation will be converted.
Esteban : 12-30 Q & A on High Demand commodites " Ford can't know for certain "Ford is being pretty clear upfront what would likely delay, so I don’t anticipate large movement based on changed orders...
At this point, I'm not sure Ford has a handle on what will delay builds since their commodity data appears to be based on our reservations and the price survey. All that was done prior to the B & P. Could be wrong-maybe every WT reservation will be converted.
That was my simple point. If all MY21 estimates are given out to buyers in May and some MY22's modify to jump back into MY21 , a bump could happen.Sure, it could effect person 3’s delivery relative to the initial estimate if people get impatient and change while waiting
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