Ford just released a pretty dreary sales forecast for next year, saying the US market has peaked. GM on the other hand, said the opposite. I know Ford wants the Raptor to command a premium to strengthen the perceived value, but at the same time, I can't see them constraining supply of a popular model when they're forecasting a sales decline.
If Ford really did limit supply, some Raptor buyers would of course pay more. And a few would take another model instead. But most would just sit out and wait. Or maybe start to look at power wagons, ram runners, etc. Either way, those are Fords that don't get sold this year.
So I'm thinking this is a hollow threat. Plus this is all from a single dealer so far.