This has been Farley's plan all along... I told you guys he wanted to get out of manufacturing in Europe. They'll setup some kind of Auto Alliance like JV to operate Valencia and give themselves an option to sell the whole thing to Geely in a few years when it is not as politically sensitive.    

A/C is a subscription

F series has to be the aluminum shortage

Looks like about 6 months worth at current volume.

Based on this month's sales, it seems like not much....  If I'm reading the gross stock chart right, looks like about 26,000 in inventory?   If it sold at 8k/month, that'd have been 3 1/4 months.  But at 3400/month, you're looking at 7.64 months.   The same calculation for Corsair is 4.25 months.

The Hyundai EV hatchback thing with retro futuristic styling looks great imo. But their sedan, I believe it's called the EV 6, looks like shit with this super droopy rear end. So yeah, it's all over the place. 

When you're experimenting with weird shapes in CAD software and your design manager comes in and says "I love that!"

We're seeing a lot of design trends from the 80s and 90s making a comeback which sucks because those were shit eras for design imo. One of them has been the return of 3 spoke style rims that Kia and other brands have started using. I hate it lol. 

The good:   Some bright spots on there like Explorer, Bronco and Expy.  Maverick and Ranger also increased.   The bad: F-series down...maybe production related? Ford will desperately miss Escape - I don't think Bronco Sport will be able to fully absorb the Escape buyer pool, as we see with a net 5,215 loss between the two in January.  It'll be interesting to see what happens there over the course of the year.   I'm shocked that Lincoln hasn't announced anything regarding Corsair - they'll be in an even bigger world of hurt with 1/4 of the lineup gone.   The ugly: EV sales

Ouch EVs where a blood bath..not unexpected.   The Escape took a pretty big hit...I wonder how many they have left to last the rest of this year?