Clearly they can't stop producing while they delay 200k. So what do you think they are sitting on that will be sold after the 1st?
VINs are upto 50k or close now (not keeping close track but roundabout) and they couldn’t have delivered more than 20k cars since they had to stay under 200k and given their production rate in the last 4-6 weeks, I would guess about 20-25k cars at least. Some of those could be sin transit for Canadian delivery too.