DaveT: I won't dismiss your interpretation, because it is plausible and could be correct. I feel that the only conclusion we can draw from this is that rather than 50-175, the range should be 30-175. There is simply no evidence to narrow the range down more than that. Note that EU deliveries take 50 days, not 30 (this has been repeatedly confirmed at the Norwegian forum, and it is the case for me -> production complete around Oct 12, delivery Dec 3). There is one thing, though: They key support for your hypothesis is the logic that "if they were optimizing Q2, then they would have done it properly". However, the same logic applies to Q3. As mentioned, the Norwegian weekly deliveries fell by more than 80% overnight once September finished. Coincidence? I don't think so. In that case, if you believe that cars-in-transit was low at the end of Q2, you should also believe the same about Q3. It seems, however, that you want to pick the low number for Q2 and not for Q3. Thus I think you end up a tad high on the net correction.