AD #3313 – VW Wants More U.S. EV Manufacturing; Ford Earnings Suggest More Cuts; Buyers Prefer Online Experience

April 28th, 2022 at 11:55am

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Listen to “AD #3313 – VW Wants More U.S. EV Manufacturing; Ford Earnings Suggest More Cuts; Buyers Prefer Online Experience” on Spreaker.

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Runtime: 11:58

0:07 Ford Earnings Suggest More Cuts Coming
1:28 Rivian CEO Drops From List of Billionaires
2:09 NHTSA Takes Too Long to Set Rules
3:45 Polestar 2 Updates Add Range
4:37 Mach-E Owner Has Poor Dealer Experience
5:48 Stellantis Holds Hackathon to Find New Talent
7:17 Buyers Prefer Online Experience Over Dealer
8:12 VW Wants to Expand U.S. EV Manufacturing
9:32 Mahle Develops Tool to Check EV Battery Health
10:19 Toyota Supra Finally Gets a Manual

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18 Comments to “AD #3313 – VW Wants More U.S. EV Manufacturing; Ford Earnings Suggest More Cuts; Buyers Prefer Online Experience”

  1. Kit Gerhart Says:

    Will the Z4 get a manual, since its near-twin Supra is getting one? I’ve read that both cars are “endangered” after 2025 model year.

  2. Kit Gerhart Says:

    Don’t all Ford dealers sell Mach-E, and won’t they sell Lightning and other Ford EVs as they arrive? It seems that the Nashville dealer with no EV techs should lose their franchise. Maybe they were just POed and wouldn’t help the guy, because he went to an out of state dealer to buy his car.

  3. Lambo2015 Says:

    Wow Ford is going to cut 580 jobs and save 100 Mil. So they have 580 employees they pay over 172K a year. Guess it wont be hourly folks.

    VW buzz van and pick-up look like they could fill a niche void. However I really question the crash worthiness of those stub nose vehicles with no engine in front. I assume there is an electric motor but doesn’t look like much else.

  4. Wim van Acker Says:

    @3 first of all the $100 MM is Autoline’s estimate. That estimate may be right, or it may be wrong. Second of all, $172k is $100 MM/580. That is total cost per employee, so including all associated cost for healthcare and taxes.

    I don’t know why I react to a post with a wrong interpretation of an estimate of which we do not know how accurate it is. But, hey, I had already written it, so here you go.

  5. Lambo2015 Says:

    So the NHTSA wrote 5 of their 22 rule making requirements a 22% success rate. Yet people think the government can manage healthcare and our retirement and other services better than private industry. I guess if taking 7 years to complete something done and a 22% completion rate is good then sure. Blaming changes in administration is garbage too. If you cant make a decision in 4 years heads should roll. Besides barring the last administration Obama, Bush and Clinton all served 8 years so that takes us back to 92.

  6. John McElroy Says:

    #3. Lambo, remember those labor costs include benefits. While the latest cuts will not affect hourly workers, the labor cost for the average UAW worker is about $120,000 a year.

  7. Kit Gerhart Says:

    5 My “government” Medicare is much easier to deal with than my private Medicare supplement and drug coverage.

    No, I don’t defend NHTSA for taking so long with some of the regulations.

  8. Kit Gerhart Says:

    3 Yeah, those VWs don’t look like they would be so good in a frontal crash, but neither would cars I have, and have had recently, like C8 Corvette and Porsche Cayman. They don’t seem to crash test sports cars I’ve had, so we don’t know how they would do, but they probably will test the VWs.

  9. Lambo2015 Says:

    6 Thanks John! Yeah I know with benefits the rate is pretty high but not 172K high so just pointing out that I think 100 Mil seems like an ambitious goal for 580 employees especially when your trying to launch new EV tech while maintaining your ICE operations.

    8 I thought all vehicles over a certain volume had to be crash tested. That’s not true. Some will never be tested and found this article interesting;
    None of the Land Rover vehicles get crash tested and they almost sell 100k of them. No Porsche or Jags either.

  10. Don Sherman Says:

    We purchased a Mach E from an out of state dealer last year. Thus far, everything about it, especially driving past gas pumps, has been super sweet. The local Ford dealer serviced this vehicle without issue.

  11. Kit Gerhart Says:

    9 I didn’t realize that so many vehicles, like the Porsche SUVs and all JLR products had not been tested. You should get a good idea about how the Macan and Cayenne would do, based on the IIHS data for the similar Q5 and Q7, but I don’t know of near-clones of any Jaguar or Land Rover that might have been tested.

    10 Yep, not all dealers are equal.

  12. Bob Wilson Says:

    One part of Ford’s plan is their new electric F150 factory (see web link.) Like the new Tesla Austin factory, Ford is using Autonomous Guided Vehicle platforms to bring individual cars to each workstation instead of a lock-step, conveyer. This approach gives flexibility to tweak and tune assembly and reduce lost labor and staff.

    Ford is also relearning the bitter lessons of outsourcing versus vertical integration. Outsource means subcontractors have saturated order books and this leads to price increases. Vertical integration has a higher startup cost BUT it means predictable supplies.

  13. GM Veteran Says:

    So, the Mach E buyer didn’t try any other Ford dealers in the Nashville area for a better price or for better service? Something smells a little fishy with this story.

    There has been a technician shortage for many years now. Fully trained EV techs are probably a fairly rare commodity. Most Ford dealers would only pay to train one or two because of the low demand for repairs due to low sales volumes so far. If a tech goes to work at another dealer, that dealer now needs to find or train a replacement. Its entirely possible that the dealership he went to did not have an EV tech on staff at that time.

    Why wouldn’t he have gone to another Ford dealership? He had no problem traveling all the way to Mississippi to buy the thing.

  14. Kit Gerhart Says:

    I just got an email saying that Cadillac Lyriq ordering will open May 19.

  15. ChuckGrenci Says:

    14, Yeah I got that one too; RWD and AWD, but I still don’t see a configurator (Build and Price) on the Cadillac website; wonder why.

  16. Kit Gerhart Says:

    15 The email said something about seeing a dealer, so maybe the “build and price” won’t show up initially. I’ll check every few days. I’m not wanting to order one at this time, but I’m curious about options and pricing.

  17. ChuckGrenci Says:

    16, I’m also following mostly for curiosity, as I’ve heard that some of the ‘launch’ options listed in the beginning have been delayed or eliminated, i.e., HUD. I’ve also heard about some dealer gouging (ex. 20-over) but have also heard most dealer will honor MSRP. Crazy world we live in today.

  18. Kit Gerhart Says:

    Regarding acceleration of electric vehicles, probably the fastest acceleration I’ve experienced is the start of Rock ‘n’ Roller Coaster at Disney MGM. I does 0-60 in 2.8 seconds, using linear induction motors.