Quote:
Originally Posted by lemming
In Porsche world, the numbers say that their production is higher than last year. So that it’s a distribution issue. And it will resolve in Q3 and Q4.
And then the bubble will burst.
I don’t actually believe this. I think it will last well into Q2 2023. I don’t care if it’s not production but just demand combined with a global inability to get products unloaded from containers. I think demand and shipping constraints will not relax until mid 2023.
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What is the mix by model though - basically are they making a ton of Macan, Cayenne and Taycan and lower 718/911 mix?