I think what you write maybe is what has broadly been going on (across all industries - not just cars). Sudden drop in demand followed by a sudden surge in dema

I think what you write maybe is what has broadly been going on (across all industries - not just cars). Sudden drop in demand followed by a sudden surge in demand. Plus disruption is suppliers ability to deliver (due to lockdowns and border closures). It is somewhat the same story as being described here - which is an article about a company that makes display drivers: https://www.scmp.com/tech/tech-trends/article/3128421/how-shortages-us1-chip-driving-price-tv-and-laptop-displays https://www.scmp.com/tech/tech-trends/article/3128421/how-sh...