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2021 AWD U8U ordered 3/25/21.
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See the linked article for some details about the transit line shutdown due to chip shortage:

 

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I doubt any parts and pieces are on the backed-up container ships in the Persian Gulf because of the stuck ship; most Ford parts come from Canada, Mexico, and Asia (across the Pacific).
 

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2021 Crew HR AWD Eco 148 WB
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See the linked article for some details about the transit line shutdown due to chip shortage:

UAW says all shifts at KC Assembly Plant are currently scheduled for production.
 

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I doubt any parts and pieces are on the backed-up container ships in the Persian Gulf because of the stuck ship; most Ford parts come from Canada, Mexico, and Asia (across the Pacific).
I have my seats out right now. They say made in Turkey. I think there are quite a few parts that come from there. So that part of the supply chain wouldn't be affected. Glad I just went to the Indian store last week to replenish my spice collection,
 

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2021 AWD HR Avalanche Grey
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Logistics are more complicated than "this Transit part comes from [place] and doesn't go through the Suez so it won't be a problem." A backlog in the flow at any part of the system will effect the whole system. Ships and containers have to move the parts. If containers are sitting on boats in the Gulf or waiting to port in Europe, they're not making their way back to Asia, Canada, Mexico. Container shortage is already a problem.
 

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Logistics are more complicated than "this Transit part comes from [place] and doesn't go through the Suez so it won't be a problem." A backlog in the flow at any part of the system will effect the whole system. Ships and containers have to move the parts. If containers are sitting on boats in the Gulf or waiting to port in Europe, they're not making their way back to Asia, Canada, Mexico. Container shortage is already a problem.
I believe the container shortage preceded this event. Many small ports were especially impacted by the pandemic and ships were re-routed to the large ports (Long Beach etc.) and backed up there. The Suez Canal issue is probably just starting to ripple through. So the queues at those ports may now get worked down. Depending on those queues the overall impact of these delays could be minimal. Obviously, there will be many specific issues. Savvy companies will find alternative means of transport will also be found for critical shipments that did not already go to sea. Not this related to this issue but I'd assume Ford is using much more air transport than normal to keep the lines running.
 

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UAW says all shifts at KC Assembly Plant are currently scheduled for production.

Curious to see what they are building since ALL of the orders we have in the system as early as March 26th have been moved to May 10th or later. This may be another long run for the FLEET Transits so I guess I need to check out ALL of the places where Ford will be storing the Transit for the next few weeks.
 

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Transit layoff notice for 4/12
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