Good points. Fair to say that Ford has decent forecasting on what orders will come in.
Per the "Long McArthur" video of a few days ago, Ford is planning to [produce?] 10% Tremors and also 10% HO diesel (presumably meaning HO production, inclusive of Tremor HO, is planned at "only" 10% of total...)
That just doesn't add up given that Tremor diesels can ONLY be ordered as HO diesels and given the known historical split between Tremor 7.3 orders and Tremor 6.7 orders.
Something is getting lost in the translation....so I don't put a lot of informational value on the "Long McArthur" video.