Shortages Affecting Auto Production: Semiconductor, foam, etc

On the topic of inflation

“ If you could fill your car up with cans of AriZona Green Tea with Ginseng and Honey, it would be cheaper than L.A. gas by nearly 40 cents a gallon.”

4 Likes

Bummer

1 Like

Does the latest round of lockdowns in China (Shanghai) have any impact on auto production? I haven’t heard any automaker shutting down production line yet.

It did on Tesla.

its less about the automakers themselves and more about the inability to get the particular parts they need to build the cars.

March was a headfake. Inventory at all time lows now (50 mile radius of my house in urban North Carolina):

Dec 5 3156
Dec 12 2947
Dec 19 2923
Dec 26 2848
Jan 2 2470
Jan 9 2198
Jan 16 2445
Jan 23 2375
Jan 30 2338
Feb 6 2303
Feb 13 2303
Feb 20 2223
Feb 27 2173
Mar 6 2244
Mar 13 2257
Mar 20 2202
Mar 27 2508
Apr 3 1980
Apr 10 2039
Apr 17 2061
Apr 24 2022
May 1 1861
2 Likes

AKA the not-so “great reset”.

1 Like
1 Like

and getting worse. thank the chinese communist party.

https://www.wsj.com/articles/vw-wants-to-step-up-investment-into-u-s-manufacturing-11651669621

1 Like

:exploding_head::exploding_head::exploding_head:

4 Likes

Time to take manufacturing away from that corner of the world: Cite breach of contract and walk away.

2 Likes

Read 2 posts up, if you can.

1 Like

More of this. X1,000,000

not really possible since our elites decided to decimate manufacturing in this country in an effort to save a few dollars overseas. its not like they can just pick up and move everything back here over night.

Yea, i remember a mean tweets president talking about that.

5 Likes

i have no idea what this means.

BMW has dropped the ball hard on removing options…