2024 MY Super Duty Order/Schedule/Build Thread

ClaudeSS · Oct 25, 2023

Skip to 7:44 in the above video to save the time of watching the whole thing.

Tundra2Tremor · Oct 25, 2023

ClaudeSS said:
As Arius1 mentioned, you need to carefully watch the video. It’s in the middle of the video.

My bad - I'll take the time. I already cancelled the lay flat seats because they were exhausted and I was told that could hold up the build

marine_wi · Oct 25, 2023

Tundra2Tremor said:
I do wonder just how long this will have set things back. Months maybe? I never received a build date anyway and ordered in September - Platinum. I already was thinking spring

Currently, I'm scheduled for 11/27. I'm sure that will adjust once things are back in full swing but we'll see.

MJM_MWF · Oct 25, 2023

marine_wi said:
Currently, I'm scheduled for 11/27. I'm sure that will adjust once things are back in full swing but we'll see.

Would be great to at least have a build date!
Sadly, I don’t think I’ll see a date until feb-march 2024.

Arius1 · Oct 25, 2023

I expect all our dates to change as the plant comes online and gets back to 100%. I was 11/13 and was moved to 11/20.

ClaudeSS · Oct 25, 2023

Tundra2Tremor said:
My bad - I'll take the time. I already cancelled the lay flat seats because they were exhausted and I was told that could hold up the build

I would wait for next weeks SuperDuty scheduling constraints list and see if the max recline seats are still constrained. These may be built by a supplier that did not close down.

I think the entire constraint list changed due to suppliers making components but the plant not consuming any. There were 14,000 vehicles not built at KTP which means those components have accumulated.

ClaudeSS · Oct 25, 2023

Arius1 said:
I expect all our dates to change as the plant comes online and gets back to 100%. I was 11/13 and was moved to 11/20.

The real question is how long does it takes to get KTP rolling again. I’m sure Ford got heads up about tomorrows restarts and management is working into the night to get things back up.

I’m hoping they over bumped and we will all get bumped forward to 2 weeks back from the pre strike scheduled date.

I’ll be watching blend dates on some VIN’s (posted in other forums) that already has the body built just before the strike and see how soon they go through the body drop to frame and shipped.

Tundra2Tremor · Oct 25, 2023

MJM_MWF said:
Would be great to at least have a build date!
Sadly, I don’t think I’ll see a date until feb-march 2024.

Really? You think it'll be that long before you see it or do you mean your build date won't be until Feb or March?

Arius1 · Oct 25, 2023

ClaudeSS said:
The real question is how long does it takes to get KTP rolling again. I’m sure Ford got heads up about tomorrows restarts and management is working into the night to get things back up.

I’m hoping they over bumped and we will all get bumped forward to 2 weeks back from the pre strike scheduled date.

I’ll be watching blend dates on some VIN’s (posted in other forums) that already has the body built just before the strike and see how soon they go through the body drop to frame and shipped.

That’s a good point. I’m curious as well how long it takes to get back up. I would think in a week or two a clearer picture comes into play, just guessing on that.

Tundra2Tremor · Oct 25, 2023

Arius1 said:
That’s a good point. I’m curious as well how long it takes to get back up. I would think in a week or two a clearer picture comes into play, just guessing on that.

If it gets back up for more than 4 straight hours they will need to call a doctor … wait .. never mind.

ClaudeSS · Oct 25, 2023

Tundra2Tremor said:
Really? You think it'll be that long before you see it or do you mean your build date won't be until Feb or March?

Luxury trims are in a different waiting line compared to Lariat, XL and XLT which are getting scheduled a few days after they were ordered.

Too many Plats, KR and a Limited get ordered by customers early which takes a couple of months to get caught up. I think this strike is going to have a very small delay on the spring luxury trim scheduling. Also Ford over built stock orders in August in case of the strike. So dealer inventory is in my opinion bloated since the strike only affected KTP 2 weeks.
I see tons of 2023 Lariat Tremors on lots and at least a couple KR and Platinum too.

I think KTP will not need to work to capacity due to dealers not needing more stock, and Luxury trim retail orders (our orders) will only be constrained by suppliers.

Also the carrying cost of stock orders on dealer lots is insane right now. Dealers are really hurting paying interest payments on unsold stock orders. They certainly aren’t going to risk, going out of business ordering more stock until the trucks on their lots get sold. And that’s hard because the loans are high now for consumers too.

Tundra2Tremor · Oct 25, 2023

ClaudeSS said:
Luxury trims are in a different waiting line compared to Lariat, XL and XLT which are getting scheduled a few days after they were ordered.

Too many Plats, KR and a Limited get ordered by customers early which takes a couple of months to get caught up. I think this strike is going to have a very small delay on the spring luxury trim scheduling. Also Ford over built stock orders in August in case of the strike. So dealer inventory is in my opinion bloated since the strike only affected KTP 2 weeks.
I see tons of 2023 Lariat Tremors on lots and at least a couple KR and Platinum too.

I think KTP will not need to work to capacity due to dealers not needing more stock, and Luxury trim retail orders (our orders) will only be constrained by suppliers.

Also the carrying cost of stock orders on dealer lots is insane right now. Dealers are really hurting paying interest payments on unsold stock orders. They certainly aren’t going to risk, going out of business ordering more stock until the trucks on their lots get sold. And that’s hard because the loans are high now for consumers too.

There are some that still think it’s cute to mark them up. Whatever. They did me a favor. Glad I waited. I do have a base Raptor on order with Gary Crosley (I think that’s the name of the dealership) that possibly would be here beginning of February. Sounds like I will end up passing on it. I know me. I’ll be back and forth until I’m faced with a decision to be made.

CVCA91911 · Oct 25, 2023

My dealership sent my order out on 10/14/2023. Hoping to get a build date in the next 30 days. Glad the Kentucky Plant is opening again.

Tundra2Tremor · Oct 25, 2023

CVCA91911 said:
My dealership sent my order out on 10/14/2023. Hoping to get a build date in the next 30 days. Glad the Kentucky Plant is opening again.

View attachment 133481

ClaudeSS · Oct 26, 2023

Tundra2Tremor said:
There are some that still think it’s cute to mark them up. Whatever. They did me a favor. Glad I waited. I do have a base Raptor on order with Gary Crosley (I think that’s the name of the dealership) that possibly would be here beginning of February. Sounds like I will end up passing on it. I know me. I’ll be back and forth until I’m faced with a decision to be made.

The dealers marking up Super Duty’s right now are injuring themselves by paying 10% interest in their trucks sitting weeks on lots, and almost as bad, not earning allocations from sold inventory in order to order more trucks for future sales.

The Ford dealer allocation is working well to limit markup abuses.
Dealers aren’t to going pay interest for sitting stock because they priced it too high. They aren’t going to risk not having any future truck inventory due to not earning allocations by not moving the trucks they have on the lot.

ClaudeSS · Oct 26, 2023

So back to scheduling.

What is everyone seeing as what I’m calling the “strike bump”. The weeks your October/November schedule truck was bumped since the strike was announced. I’m not counting bumps before the strike announcement. Just after.

My truck was solid week of 10/23 prior to strike. Now it’s 11/13. So I am seeing a 3 week strike bump. I’m hoping it moves up a week to 11/6 since the strike only lasted 2 weeks.

But what is everyone else seeing and especially interested in people with previous 10/9 and 10/16 scheduled trucks. Are they building those starting this morning ?

Outlander · Oct 26, 2023

Mine only moved one week thusfar from 11/13 to 11/20 but i filly expect it to move out another two weeks this week. While strikers are heading back there was also layoffs/furlough that need to be sorted and that may wait until fully ratified.

MJM_MWF · Oct 26, 2023

Tundra2Tremor said:
Really? You think it'll be that long before you see it or do you mean your build date won't be until Feb or March?

I have no solid evidence this will be the case but I ordered in July and haven’t heard anything since…ordered a KR with several other options added
I’m thinking I won’t be given a build date until Feb-March and produced in April-May
Unfortunately.

I’m doing my best to not go the GMC route and give up on the SD.

Jnelli · Oct 26, 2023

Same.. was scheduled 10/23 and now sitting at 11/13.. for now

Arius1 · Oct 26, 2023

Outlander said:
Mine only moved one week thusfar from 11/13 to 11/20 but i filly expect it to move out another two weeks this week. While strikers are heading back there was also layoffs/furlough that need to be sorted and that may wait until fully ratified.

Same I had 11/13, and it moved to 11/20. I also expect another bump as things come back online.