Todd Burch
14-Year Member
Yeah, but nothing can really be gleaned from any of this. Again, Troy's really making assumptions that can't be made without more data.21Q4 had 20 ships to EU 22 total ...
More exports to Europe doesn't mean overall production will be higher...and less exports to Europe doesn't mean overall production will be lower either.
It's just like comparing Tesla's "sales" in Europe in the 3rd month of a quarter, comparing it to European auto sales in that same month, and claiming that Tesla outsold everyone. In that case, you have to look at the entire quarterly number because European deliveries are still tail-loaded in the quarter. Similarly, all this hints at is the mix of Shanghai vehicles going to Europe vs. elsewhere. Can't really draw any solid production conclusions from that. Yes, it's a piece of the puzzle, but not a conclusive piece.