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Old Oct 13, 2023 | 09:33 AM
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Parts Availability

Note: I purposely left "UAW and Strike" out of the title. I'm hoping this discussion focuses on true impacts to us/customers and not on politics and opinions of unions, CEO's, etc.

With the current work stoppage at various factories, I'm curious as to what impact this will have on parts availability. There must be a disconnect between lack of actual vehicles being built and parts that might be accumulating as a result. There has been a big shortage of engines and other parts because the auto companies could not keep up with production. Now with productions stopped or slowed, do you think parts will become easier to get or unobtainable?
 
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Old Oct 13, 2023 | 09:57 AM
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I've been through these so many times, and it's pretty much the same story.

It depends on if the plants building the components are part of the strike or not. For instance the first plants hit for GM included SPO plants, so any component manufactured and stocked by GM was essentially tied up in a series of warehouses. So those parts are going to be harder to come by.

If the manufacturer of a part can ship direct to dealers and aren't part of the strike, those parts may become more readily available as a small stockpile can be built up. Some of our customers who make components for GM are actually taking this as a blessing - they are so far behind that they've been running 24/7 to try to keep up, so this will allow them to cut overtime and still catch back up, possibly build a small bank.

If it's an aftermarket part, then there will be little to no effect on them.
 
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Old Oct 13, 2023 | 10:43 AM
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These are the plants that were impacted as of 10/11. Not sure if any of these have an effect on Super Duty parts availability.



 
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Old Oct 13, 2023 | 02:36 PM
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I wonder if my Sterling axle shaft recall will be moved from first quarter of 24? I would hope that they would make these axle shafts for the recalls since they don't need them for new trucks!
 
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Old Oct 13, 2023 | 02:45 PM
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If Ford "really" cares about customers, I would hope they would use some of the idled parts to catch up on warranty requests (ie 6.7 engines......) and shorten the waiting times. If they don't, I guess we know the real reason for the wait times.....
 
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Old Oct 13, 2023 | 03:22 PM
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Originally Posted by Strider250
I wonder if my Sterling axle shaft recall will be moved from first quarter of 24? I would hope that they would make these axle shafts for the recalls since they don't need them for new trucks!
It looks like they at least partially shut down the Sterling axle plant. There may be a few people in there running machines to make recall parts but it looks like the plant is at least partially down.
 
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Old Oct 13, 2023 | 03:24 PM
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Originally Posted by mikemdd
If Ford "really" cares about customers, I would hope they would use some of the idled parts to catch up on warranty requests (ie 6.7 engines......) and shorten the waiting times. If they don't, I guess we know the real reason for the wait times.....
There is a lot to the equation as to how many people they can keep working with major assembly plants down. It all depends on the supply chain. Would it be better to build a stockpile? In my mind yes. In a bean-counter on Wall Street's mind? Maybe not.
 
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