I was surprised to see how right you are, at least in the more commercial side like the Transit Connect. Out here in STL you can't swing a dead cat without hitting 10 of them, and yet Ford only sold about 25K this year... Did STL buy them all? That said, I do think that skipping an entire market segment is not helping things, especially a very visible market, contractors. Whether they need a van or a pickup, large or small, there's a ton of contractors out there, people interact with them every day, and yet there's been no attempt to make a vehicle for them. The Brightdrop you mentioned is a step van, far larger than most contractors need, that's a fleet type vehicle. Ford Lightning is pricey, and it seems like GM is trying to top that with the upcoming Silverado EV, and as to vans, there's zero, VW is bringing one here, but they won't be bringing the cargo version in.