I think batteries were only a part of it. I think now they are working to correct some early problems, plus other supply shortages and logistical bottlenecks adding to it.That was supposedly the limiting factor previously - that Brownstown pack assembly was maxed out and couldn’t get enough cells to Hamtramck Assembly.
Anyone hearing anything about how Lordstown is scaling up?
Has the automated battery assembly at Factory Zero opened up now? That is a game changer once it gets rolling. I suspect it will be a slow ramp over the next 3 months, as assembling modules using automation is not a no brainer, and has to be done carefully.Brownstown only assembled the final Battery modules and packs that are used in the Truck. The cells will now flow to Factory Zero and be assembled into modules and packs there.
I'm also VERY curious if they're going take a "break" from customer cars after ED1 builds are complete to build dealer demos or if they'll build them simultaneously with customer 3X orders. I hope the latter because without a 3-4 fold increase in production, that would mean no customer builds or deliveries for months. Hearing that some dealer demo builds got pushed into next year would seem to indicate they'll be mixing it all up.I do not think we will see a significant uptick in production until the second half of Q4, I expect to see November/December deliveries show significant uptick.
But for deliveries to increase by then, they have to start taking orders for the EV3x vehicles now. Those will include color choices, wheel choices, options choices, etc. It is taking a long time to even get them shipped to dealers, let alone having actual deliveries.I do not think we will see a significant uptick in production until the second half of Q4, I expect to see November/December deliveries show significant uptick.
Yep, but nothing is really stopping them from starting to take 3X orders, they could start tomorrow if they wanted. Just one of the mysteries with the way they're handling the process. I've chosen a color, wheels, options, etc. on a vehicle a year in advance. Even just taking orders without promising a build for months would at least feel like progress or that the process is moving along.But for deliveries to increase by then, they have to start taking orders for the EV3x vehicles now. Those will include color choices, wheel choices, options choices, etc. It is taking a long time to even get them shipped to dealers, let alone having actual deliveries.
But today we know that the 6-12 week windows are not being met, especially for EVs. It has been more like 6-12 month lead times. Hopefully with Covid over and battery factory running they can get closer to the old days.GMC orders are usually 6-12 weeks for vehicles already in production from order to delivery, if they’re going to shoot for the same window with Hummer EVs they’ll need to start taking 3x orders in the next month or so to deliver by “Fall 2022”.
In the auto industry I dont think they'd say Covid is over. Still lots of parts shortages and constraints.But today we know that the 6-12 week windows are not being met, especially for EVs. It has been more like 6-12 month lead times. Hopefully with Covid over and battery factory running they can get closer to the old days.
Covid over? HAHA! Turn off Faux News, Covid just went through our family a couple weeks ago, and talking to executives at the local aerospace giant they are still struggling with employee attendance in manufacturing, and even in the engineering and executive ranks. Covid is still a serious problem for business. In China cities are being shut down to control Covid currently.But today we know that the 6-12 week windows are not being met, especially for EVs. It has been more like 6-12 month lead times. Hopefully with Covid over and battery factory running they can get closer to the old days.
COVID is over for companies that didn't sell their souls out to ChinaCovid over? HAHA! Turn off Faux News, Covid just went through our family a couple weeks ago, and talking to executives at the local aerospace giant they are still struggling with employee attendance in manufacturing, and even in the engineering and executive ranks. Covid is still a serious problem for business. In China cities are being shut down to control Covid currently.
Agree, we have both types of clients. For our ones that don't use China for supply chain, its inflation right now and workforce. I.e. very expensive to coordinate and ship from Mexico right now, having a hard time, having to delay or raise prices every 3 months. That and distributors can't hire enough, no one really wants to work in jobs with their history or lesiban dance study degrees (at least their debt will be paid for by those working though).COVID is over for companies that didn't sell their souls out to China![]()
No workers.... Hmmm, That's a common problem across the entire country and multiple industries, could it be workers are sick? lazy? died?Agree, we have both types of clients. For our ones that don't use China for supply chain, its inflation right now and workforce. I.e. very expensive to coordinate and ship from Mexico right now, having a hard time, having to delay or raise prices every 3 months. That and distributors can't hire enough, no one really wants to work in jobs with their history or lesiban dance study degrees (at least their debt will be paid for by those working though).
We've lost a good million people from COVID but it wasn't much of the working age population overall. I think it is mainly work ethic and too many are capable of living off social services/programs. Agree on inflation for sure.No workers.... Hmmm, That's a common problem across the entire country and multiple industries, could it be workers are sick? lazy? died?
Most corporate executives I talk to in Fortune 100 companies say shortage of workers is their number 1 inflation fear at the moment.
It's because he's not hiring the people with degrees in lesbian dance studies apparently.No workers.... Hmmm, That's a common problem across the entire country and multiple industries, could it be workers are sick? lazy? died?
Most corporate executives I talk to in Fortune 100 companies say shortage of workers is their number 1 inflation fear at the moment.
Ya, that was me, I decided it was the right time to shut down my excavating and trucking company in mid 2020, had been thinking about it for years, but used equipment prices were so high in 2020, that I decided to pull the trigger and get out while it would be most financially beneficial. I sold the business and a few older machines to my top employees, and sold everything else at auction. The guys have struggled along, but surviving through COVID, and insane fuel prices, but I hear over and over from them that it's not as easy as they thought it would be. After 30 years in that business I agree, it's not easy.Probably not the place for politics but I also think a lot of people re-evaluated where they were in their life and what they were doing thanks to Covid. Service industries especially where putting up with awful people just wasn't worth the compensation. Who wants to get yelled at daily, in a high stress environment, in a high exposure environment, for sub-minimum wage + tips where it was heavily takeout for a while and now you're covering more tables because there's fewer employees per customer, it's a losing scenario. Conversely, I'm in private practice and I've never had so many applications for mid-levels, support staff, clerical, etc. From my perspective if feels like there's just a dearth of workers in public facing positions like retail and service because people are tired of getting paid the least for the most unrewarding jobs, which makes the situation look worse than it is. We're also still in an adaptation/correction stage of recovery. It also doesn't help that we're still using a vaccine for a variant that hasn't been dominant in 18+ months, Omicron BA.5 boosters next month, which should help since we won't just be using a 50% effective shot. Anyway, here's hoping more batteries faster means more Hummers faster.