Reciprocity
Active Member
Why not? The spread between max VIN and overall VIN distribution have been about the same since beginning of Feb. I don't see any evidence that max VIN doesn't represent the overall production pace with a constant delta.
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That big gap is ominous but it also is reassuring because it appears they are past the gap and now we can see the results. My guess is that we will see a large batch of Vins registered with NHTSA soon but no later then next week. This is the sign im looking for that would point to quick ramp to 2.5k/w by the end of the month. They have about 12400 total vins, so they have about 2400 left. They seem to be assigning vins at the last minute for some reason. Some type of bear trap? Or am I just being to conspiratorial? You have 3 weeks, so if they register 3000-5000 vins in the next batch it will be a very good sign. If only 1000, then hide your kids and hide your valuables. At least until following week, when they might do a big batch. Its just to difficult to determine anything based on Vins, but one thing is certain, they need vins if they are producing cars and they are running low.