Vfacts february 2021

[DFB FGXR6]

https://www.carexpert.com.au/car-new...e-sales-vfacts

Ford Numbers -

Ford EcoSport – 1
Ford Endura – 8
Ford Escape – 247
Ford Everest – 389
Ford Fiesta (ST) – 42
Ford Focus – 116
Ford Mondeo – 1
Ford Mustang – 221
Ford Puma – 256
Ford Ranger 4x2 – 297
Ford Ranger 4x4 – 2603
Ford Transit Bus – 11
Ford Transit Custom – 357
Ford Transit Heavy – 163
Ford Total – 4712

[au2000]

Ford down 3% total sales, ranger down 9% to be almost 2000 units behind hilux, is there a supply issue with ranger atm?

[Bossxr8]

Originally Posted by au2000

Ford down 3% total sales, ranger down 9% to be almost 2000 units behind hilux, is there a supply issue with ranger atm?

Supply issue on just about everything, except Puma.

Supply constraints also compounded by the global semiconductor shortages, which are causing production stoppages across the globe. A few plants have shut for days at a time due to the shortages.

Surprisingly, year on year Ford sales were up 8%.

[bathurst77]

I used to be anxious to see these every month
No theres no local cars, i dontreally care if a japanese car outsells a korean or thai car... even less so now they are all trucks.

How long til we are checking how kenworth went against Mack?

[Dr Smith]

[DELETED]

https://www.bloomberg.com/opinion/ar...-chip-shortage

I wonder if it can maintain that supply excess?

[Bossxr8]

Originally Posted by Dr Smith

https://www.bloomberg.com/opinion/ar...-chip-shortage

I wonder if it can maintain that supply excess?

[DELETED] Pretty much all manufacturers have copped shortages of chips. Toyota got lucky due to having stock issues in the past due to natural disasters, so they took a different approach.

But nah only ford were caught out

You could use the same principal and ask why toyota had to stop production recently due to natural disasters. Why did they irresponsibly not plan ahead and see it happening through their natural disaster crystal ball

[Smoke Pursuit]

Originally Posted by BENT_8

I thought you had me on ignore clown, who's the stalker quoting who's posts now.

At least i dont hang around the pub bagging threads on every other brand and promoting my employer like you..lol

Why are you still here?

[jpd80]

Originally Posted by BENT_8

I limit my digs at Ford to vfacts threads these days as their lack of performance is directly related to the publics perception of them, no ones interested and they brought it on themselves.
That is not a polarising opinion, its basically fact even if it hurts to swollow.

Seriously though, the pricing policy at Ford also players big part in their low sales of cars and SUVs,
I was shocked to see the drive away price on entry point Kuga $31K and Focus $34K - I stopped there
as I've made my point in the past about then being around $7K too high but maybe more these days..

Assuming lack of Ranger inventory / supply from Thailand hurt sales last month even if that's
~1,000 sales, it's still roughly $50 million lost revenue and something Ford feels where they live.

Hilux is fresh and has no supply impediments, Ranger is much older and supply constrained
so I don't see things changing much with sales this year but next year it will be Ford's turn with
a brand new Ranger.

[BENT_8]

Originally Posted by Sprintey

Always nice to have a stash.

Smart play, Toyota revolutionised just in time manufacturing and everyone else followed, then they experienced an event beyond their control and realised that some things need to be stockpiled but apparently others, and i dont think i actually singled out Ford in particular, didnt learn that lesson and are now paying the price for that strategy.

[Sprintey]

Most bell curves that approximate real life events (say, financial instrument pricing) tend to have considerable upticks at the ends of the curve, outlier events that can run multiple standard deviations against what one might expect

in other words

plan for a rainy day

[Dr Smith]

Originally Posted by XD 351 Ute

Pardon my ignorance, but what are these chips you speak of?

Ed

semi conductors mostly...electronics industry had a massive jump in sales and car companies cut their orders as sales declined and production stopped after lockdowns around the world, come uptake for car industry and not enough chips to go around, almost like seagulls fighting on that tossed hot chip at the beach...

[Wretched]

Originally Posted by Dr Smith

semi conductors mostly...electronics industry had a massive jump in sales and car companies cut their orders as sales declined and production stopped after lockdowns around the world, come uptake for car industry and not enough chips to go around, almost like seagulls fighting on that tossed hot chip at the beach...

It has been going on since March last year, try getting a laptop or monitor. 6 month backorder.
Thankfully though Australia was on the front foot with sending everyone home and were able to somewhat accommodate the supply of laptops and devices.

Now that USA and UK have finally woken and ordered most people to work from home it has added to the supply issues. This coupled with the manufacturing cutbacks (China is starting to start production again), it has really hurt the whole IT and vehicle industries.

[Smoke Pursuit]

Originally Posted by au2000

Ford down 3% total sales, ranger down 9% to be almost 2000 units behind hilux, is there a supply issue with ranger atm?

Big time across the range. Nearly every model has supply issues now.

Cant even get Mustangs, and now with Ford holding back Mach 1's Mustangs sales numbers the next few months will be poor imho.

[rods falcon]

I think supply situation as well, have an Everest on order, has been for nearly a month and no confirmed build date as yet.

[Poetic Justice]

Almost all brands are experiencing a level of stock constraints - for all number of reasons (covid, dealer confidence, computer chips, etc)

[Fast Eddie]

Of the 116 Focus, I wonder how many were ST's?

[Bossxr8]

The french cars are an interesting case. The 3 brands citroen, peugeot and renault have only sold a combined 790 odd cars this year, and 550 are from renault. How long can citroen and peugeot maintain such low numbers? The passenger vehicles are barely selling at all. Some in single figure numbers.

Sales are down another 30% on already low figures.

https://www.caradvice.com.au/930472/...-in-australia/

[Sprintey]

Originally Posted by Bossxr8

The french cars are an interesting case. The 3 brands citroen, peugeot and renault have only sold a combined 790 odd cars this year, and 550 are from renault. How long can citroen and peugeot maintain such low numbers? The passenger vehicles are barely selling at all. Some in single figure numbers.

Sales are down another 30% on already low figures.

https://www.caradvice.com.au/930472/...-in-australia/

Watched parents get stung continuing to buy French in Australia (after migrating from Europe), once bitten twice shy a generation later...
Australia selects for ruggedness and reliability of everything from mechanical to trim...
It's a pity, I regard the 308 as a better Golf (but would buy a Corolla over both if I had to in that segment) or if I won lotto, a Yaris

[hayseed]

Originally Posted by Bossxr8

The french cars are an interesting case. The 3 brands citroen, peugeot and renault have only sold a combined 790 odd cars this year, and 550 are from renault. How long can citroen and peugeot maintain such low numbers? The passenger vehicles are barely selling at all. Some in single figure numbers.

Sales are down another 30% on already low figures.

https://www.caradvice.com.au/930472/...-in-australia/

Holden may have been the First, But it Won't be the last Brand to Exit Australia.. The Next 3-4 years will be Interesting I think..

[Smoke Pursuit]

Originally Posted by hayseed

Holden may have been the First, But it Won't be the last Brand to Exit Australia.. The Next 3-4 years will be Interesting I think..

This is a good point and yes more will leave Australia. Not only due to poor sales but high costs of compliance, especially with respect to warranty and consumer guarantees.

[Smoke Pursuit]

[Franco Cozzo]

There's drama and it doesn't involve me? How dare you!

I'm starting to get a lot of notice through from overseas suppliers about COVID19 effecting their supply chain, sort of like an excuse for their poor performance.

I'm not sure who to believe because they were poor suppliers prior to COVID19 anyway

It does seem to be causing issues right now though, which is odd you'd think it would have started right at the beginning, surely because of JIT/lean manufacturing principles it would have been effecting them right at the beginning of the shennanigans?

Plus global container shortage at the moment causing mayhem with sea freight too.

Also computer parts seem to be borderline impossible to get your hands on too.

[hayseed]

Originally Posted by Franco Cozzo;6554090

Plus [B

global container shortage at the moment causing mayhem with sea freight too.

[B]I've noticed lately this has overtaken the Virus Express as EXCUSE OF THE MONTH


But as you say their service level prior to the Spicy cough were hardly inspiring anyway..

[Franco Cozzo]

Originally Posted by hayseed

I've noticed lately this has overtaken the Virus Express as EXCUSE OF THE MONTH


But as you say their service level prior to the Spicy cough were hardly inspiring anyway..

I'm over people using COVID19 as an excuse, everyone's been blaming poor service or support on COVID19 when they're just ****ful suppliers anyway without global pandemics.

One in my world promises 70 day lead times but pre pandemic their real lead times were 130-150 calendar days anyway.

[Dr Smith]

Originally Posted by Franco Cozzo

I'm over people using COVID19 as an excuse, everyone's been blaming poor service or support on COVID19 when they're just ****ful suppliers anyway without global pandemics.

One in my world promises 70 day lead times but pre pandemic their real lead times were 130-150 calendar days anyway.

I've also seen since say May last year that suppliers are not holding as much stock levels of regular items in Australia as pre-Covid or asking for forward orders up to full container loads before they bring product into Australia. This is even for items that had good stock turn-over, I guess they're reducing their risk but haven't told us customers we need to order months in advance when previously it was a case of email order, wait max 3-4 days and then receive into store..

[FTE217]

Originally Posted by Franco Cozzo

There's drama and it doesn't involve me? How dare you!

I'm starting to get a lot of notice through from overseas suppliers about COVID19 effecting their supply chain, sort of like an excuse for their poor performance.

I'm not sure who to believe because they were poor suppliers prior to COVID19 anyway

It does seem to be causing issues right now though, which is odd you'd think it would have started right at the beginning, surely because of JIT/lean manufacturing principles it would have been effecting them right at the beginning of the shennanigans?

Plus global container shortage at the moment causing mayhem with sea freight too.

Also computer parts seem to be borderline impossible to get your hands on too.

There is always "excuse's" and bad suppliers but fact of the matter is covid has set many changes in how we work, play and daily life as we all know etc....its not covids fault per say but trouble is how Industries have had to react on the run due to demands and longer lead times.
NO OS travelling, has increased in Lifestyle products selling far more than pre covid is a fact.
WFH has increased demands not like before, people setting up their home office etc....
China's bans on us has effected Imports/Exports flows like never before.
Lead Times as you mention had/have been stretched out far more, my company has increased orders a 2 times and by the time it lands the BO's have increased three fold so you order more and more.
It is not easy predicting sales flows/demands.
Inventory levels of all those Industries that have huge demand increase is not easy catching up, I wish we'd be banking more.
Aftermarket where we're placed is riding the covid NO OS travelling wave - some companies I know incl us have had to AF Inventory in at times to cover demands for many clients play the loss of sales game and wish to incur Loss of Sales Invoices to suppliers.
Opposing Companies are buying from whoever they can get similar product to fulfill their demands.
Freight line companies have the world by the short and curlys, container costs + duties etc have increased dramatically.
See below the shipping issue notices we recieve around Christmas for another idea for youse :
With the end of 2020 insight, one more factor is coming to a head that is negatively impacting supply chains for both importers and exporters: Empty Container Park Capacity.
Empty Container Parks (ECPs) in Melbourne, Sydney & Brisbane are at capacity. This means there are too many empty containers sitting at ECPs and wharf carriers (landside transport providers) are unable to meet their obligations in the timely sourcing and return of empty containers from ECPs. Which ECP an empty container goes to is directed by the shipping line. In the current situation, shipping lines are also changing the ECP with little or no notice to the wharf carriers which creates even more confusion, delays and, additional charges.
Three major factors have led to ECPs being at capacity:
1. Containers not being repositioned from Australia due to unknown demand for many goods caused by COVID-19,
2. China's recent ban on goods from Australia has reduced the number of containers making their way overseas full of exports from Australia, and
3. Record high imports to Australia in the past three months.
These three factors when combined have created a perfect storm for ECPs. ECPs can't cope with the volume of empty containers sitting at their facilities which means in many cases, empty containers are being stored at the yards of wharf carriers till they can be moved to ECPs.

In addition to creating congestion issues at wharf carriers' yards, late fees are being charged for the late arrival of the empty containers by shipping lines. These costs, which are charged on a daily rate, are being passed along to wharf carriers and will eventually be passed along to the shipper.

Our team continues to work extended hours to ensure we are booking as many slots at ECPs as possible to return empty containers without penalty and while we have been successful to date in working to negotiate the reduction or removal of some of these late fees, we anticipate that moving forward some of these fees will need to be passed on to our clients.

IF only it was so easy Franco, as mentioned there are bad suppliers period no matter the times, as you know companies have choices who to buy from, stick with under performing ones service lacks far more than good ones but even they are struggling keeping up with Importing, getting shipping spaces on Freight Lines is GOLD to date might I add.

[Sprintey]

Thanks for that post FTE, it seems we have too many shipping containers - are prices of them falling?

Has China banned further goods of ours after the crayfish and coal?

Anyways, here's an on-topic link from a site many of us probably like:

https://www.carexpert.com.au/car-new...nductor-supply

Seems Joe is sounding out a very Trump-like policy - ie, make the chips domestically. And giving it urgency.

I hope there is a trend of re-shoring critical capacity in the West. It will be more expensive, but it won't get caught out in times of chaos.

Anecdote from down here, trades are at flat tack as we build our way out of corona recession. So glad I ordered my own machinery in the depths of the virus this time last year.

[Big_Daz]

Originally Posted by FTE217

Freight line companies have the world by the short and curlys, container costs + duties etc have increased dramatically.


Assume you are talking about Customs Duty? Covid hasn't effected Customs Duty, its based on the Commodity being imported and the Customs Value. Other costs involved in this process have increased though for sure.


See below the shipping issue notices we recieve around Christmas for another idea for youse :
With the end of 2020 insight, one more factor is coming to a head that is negatively impacting supply chains for both importers and exporters: Empty Container Park Capacity.
Empty Container Parks (ECPs) in Melbourne, Sydney & Brisbane are at capacity. This means there are too many empty containers sitting at ECPs and wharf carriers (landside transport providers) are unable to meet their obligations in the timely sourcing and return of empty containers from ECPs. Which ECP an empty container goes to is directed by the shipping line. In the current situation, shipping lines are also changing the ECP with little or no notice to the wharf carriers which creates even more confusion, delays and, additional charges.
Three major factors have led to ECPs being at capacity:
1. Containers not being repositioned from Australia due to unknown demand for many goods caused by COVID-19,
2. China's recent ban on goods from Australia has reduced the number of containers making their way overseas full of exports from Australia, and
3. Record high imports to Australia in the past three months.
These three factors when combined have created a perfect storm for ECPs. ECPs can't cope with the volume of empty containers sitting at their facilities which means in many cases, empty containers are being stored at the yards of wharf carriers till they can be moved to ECPs.

In addition to creating congestion issues at wharf carriers' yards, late fees are being charged for the late arrival of the empty containers by shipping lines. These costs, which are charged on a daily rate, are being passed along to wharf carriers and will eventually be passed along to the shipper.

There have always been charges for late return of empty shipping containers (10 days from them they are made available at the wharf on arrival was always the standard allowance) so this is nothing new. Obviously Covid and the Empty parks being overfull has made these charges, unfortunately, more common. Its been a "thing" for many years whereby shipping line will make life hard or even change the empty park last minute in an attempt to confuse the Importer/Clearance agent/Transport company into taking it to the wrong one or return it late so they can charge the $$$ for the demurrage. Its an easy bit of extra sneaky profit for them... I've had many a "heated discussion" about it in my time.


I now work for one of the "big 2" express air freight companies in Aus and we have been absolutely flat out since early 2020 (busier than its ever been). We have our own planes that we use for 95%+ of our goods coming in so we don't rely on commercial carriers like general freight companies who have had to deal with not only a lack of capacity but the airlines being able to charge higher than usual for it.

[FTE217]

Originally Posted by Big_Daz

There have always been charges for late return of empty shipping containers (10 days from them they are made available at the wharf on arrival was always the standard allowance) so this is nothing new. Obviously Covid and the Empty parks being overfull has made these charges, unfortunately, more common. Its been a "thing" for many years whereby shipping line will make life hard or even change the empty park last minute in an attempt to confuse the Importer/Clearance agent/Transport company into taking it to the wrong one or return it late so they can charge the $$$ for the demurrage. Its an easy bit of extra sneaky profit for them... I've had many a "heated discussion" about it in my time.


I now work for one of the "big 2" express air freight companies in Aus and we have been absolutely flat out since early 2020 (busier than its ever been). We have our own planes that we use for 95%+ of our goods coming in so we don't rely on commercial carriers like general freight companies who have had to deal with not only a lack of capacity but the airlines being able to charge higher than usual for it.

yes mate I know there has always been charges been Importing for along time.
As you say they are very good at fleecing money off us, point was they are doing it more for they know everyone wants their containers delivered on their terms and more. Got you over a barrel or container should I say lol.
I also use UPS - for years as well.
Should have got into the freight business.

Soz back on topic.

[Big_Daz]

Originally Posted by FTE217

yes mate I know there has always been charges been Importing for along time.
As you say they are very good at fleecing money off us, point was they are doing it more for they know everyone wants their containers delivered on their terms and more. Got you over a barrel or container should I say lol.
I also use UPS - for years as well.
Should have got into the freight business.

Soz back on topic.

Agreed with you mate, even though I’m airfreight now (think WILSON!! lol) I keep my ear to the ground with sea freight and as soon as I saw that notice come out I wasn’t at all surprised... give the shipping companies an excuse and sure enough they will, as you say, try to put you over the container... demurrage is all profit for them... boy do I have some stories... but anyway.. lol... glad I don’t deal with it anymore...

But as you said mate, back on topic


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