Was This Finally “Peak Insanity” in Used Vehicle Prices? And all other crystal ball questions

[jeisensc]

https://www.msn.com/en-us/autos/news/surging-mineral-prices-could-provoke-more-catalytic-converter-theft/ar-AAV2Mgc

We discuss causes over in

Shortages Affecting Auto Production: Semiconductor, foam, etc

Also https://www.msn.com/en-us/money/companies/chip-shortage-hits-global-automakers/ar-BB1cA1Du A semiconductor shortage is pinching some of the world’s biggest auto manufacturers, costing Daimler AG, Nissan Motor Co., Honda Motor Co., Ford Motor Co. and Fiat Chrysler Automobiles NV production for a range of cars. Mercedes-Benz maker Daimler joined its German peer Volkswagen AG in announcing it’s affected by the industrywide supply bottleneck, without quantifying the impact. Honda said it …

Here, people mostly want to talk about 2nd order effects.