[Space Cadet]

If figures I came across for BMW’s production rate are true then they are only managing 54 cars a day and are way behind on production plans due to component shortages. No ramp up has happened and that was aiming for 400+ BEV cars per day from Munich.

I can well believe the 24 months as my dealer is still telling me Mar ‘24 for a Mar ‘22 order. Because it’s still at 047 there is zero price or interest rate protection. The original ‘plan’ for delivery was Dec ‘22 but that’s completely gone and they have little confidence in any dates or schedules they get from BMW themselves.

VW are reported to be saying they don’t expect the component shortages to resolve until we’ll into 2024 now.

Critical ‘noble’ gases, helium, neon, argon and xenon are all vital for the production of semiconductors and most of the worlds production comes from Russia (and a bit from Ukraine) where Pootin is deciding to export only to ‘friendly’ countries. Those countries don’t make the semiconductors that cars use so manufacturing rates have fallen off a cliff, or the products have got really really expensive.