Good insight. Thanks for posting. I can't recall ICE vehicles sales being so seasonal around the world (but can't say I've looked closely). AGree Aug will be interesting, especially China numbers given the rebate changes.
@Dancing - re your comment July was low because June was unusually high (EOFY purchases). Australia is one of the few countries in the world with a Jul-Jun fiscal year. Most are the same as CY (eg. USA, Germany, China, etc). Japan and UK Apr-Mar. So - definitely not an EOFY thing.