“Yes. We expect high single-digit growth in the Model e, primarily with the launch of the Explorer, as Jim mentioned, in Europe.”

In context

“ieve, Jim, you mentioned at some point Ford Pro lost $1 billion in profit last year from a more delivered Super Duty launch, excluding the impact from the strike. My question is, we already saw the F-150 refresh this quarter result in 60,000 units getting pushed. Is there a risk to Ford Blue's guide from lower launch volumes? Is this already factored into the range or is it mainly expected Ford will avoid any material slowdown from here? John Lawler: It’s already factored in. James Picariello: Already factored in. Okay. That was easy. Can you also -- can you just unpack how the implied ASP for Model e in the quarter finished in the $10,000 to $14,000 range? And then just given the slow volume start to the year, should we still be expecting modest full year growth for Model e? John Lawler: Yes. We expect high single-digit growth in the Model e, primarily with the launch of the Explorer, as Jim mentioned, in Europe. When you look at the average selling price with the math, it's difficult because of the quarter. So we had quite a few units in stock. And as we saw the competitive pricing in the industry come down, we took our prices down, too. So then we had to take the prices down of all units in stock equally, and that was about $300 million of impact there. So when you look at the tenth of revenue for the quarter for Model e, you need to add that $300 million in, if you want to do the math based on the wholesales in the quarter. James Picariello: Got it. Maybe my first question doesn't count, given how you answered. Just on the $2 billion in material manufacturing cost savings for this year, I know there are not going to be clean numbers that stand out in the bridge quarter-to-quarter, but can you j”