Where is the inventory?

[jeisensc]

Welcome to 2021! Inventory levels have never been lower, dealers have never been so stingy with discounts.

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 …

Also this meme tells the story better than the analysis it’s based on

Leasehackr Meme Lounge (Part 1)

I meant to get to this a while ago. Not sure what made this pop into my head, but here you go @jeisensc [JT]