Something I'd like to follow up on from the CNBC article: does anyone know about S/X shifts when they were last at 2k/week? The CNBC article says they are now on weekday shifts only, not weekend or night shifts. However, I remember that they already reduced from 3 to 2 shifts with efficiency improvements a long time ago while still running at 2k/week, so would they would both be considered day shifts? Essentially, I am wondering if "day shifts only" could still mean 2 shifts per day? In that case, the lack of night shifts is of no significance.
However, no weekend shifts would mean no more than around 1400-1500/week at the moment if each day is roughly equal and they previously needed weekend shifts to hit 2k/week. I suppose that's not too bad, as they did say that Raven production wouldn't finish ramping until Q3. Also, it may be a bit higher if they have been able to improve efficiency.
On the other hand, I had hoped that they would ramp to 2k/week again by early in Q3, but maybe they will be waiting for the September refresh.