Deciphering Lynas, page-774

Lots of speculation that just does not make sense. In US its FOB sellers dock. If a dealer places an order the manufacture can take sales credit as. To encourage dealers to order early the manufacture offers 90 days interest free loans on purchases. This keeps inventory low and sales high for manufacturer. The dealers try hard to keep inventory at about 90 days. Good selection low carrying cost. Cars still need to be cleaned and space is not free. When things slow down a little, manufacture will extend interest free period but this does cut into profits. Dealers will slow orders. In US the Q reports have full balance sheets. Most investors watch inventory carefully will sell, If account receivables grow faster than payables they sell. So even a few months of oversupply will cause SP to drop. Manufactures correct this quickly. Right now there is an auto workers strike, I am sure you are aware of this. I find it surpeising you see inventory building up. Though most of car buyers have brand loyalty many will change brands if they can not get the car they want for the price they want.