There is a significant production problem at Fremont.
The finished vehicle lot is now unpopulated with low rate of vehicle outflow.
In the past I’ve reported manufacturing shitdowns. What we’re seeing today is serious. Tho cars are being produced (at a very low rate).
The finished vehicle lot is now unpopulated with low rate of vehicle outflow.
In the past I’ve reported manufacturing shitdowns. What we’re seeing today is serious. Tho cars are being produced (at a very low rate).
The employee lot is at ~60% capacity, compared to 100% during the actual 5k/week EoQ push.
This is even more alarming, because contractors are expected to park in the above lot. The contractor lot is absolutely empty. We may be seeing a factory that’s at winter 2018 levels based on labor and production throughput.
This is significant even if it is a Sunday, because since mid-Q2 weeekends including Sunday have been packed with overtime.
What’s going on? I have a candidate theory that I’m finding increasingly plausible, perhaps even likely. I planned to share it today, but given its seriousness, I believe a bit more dd and verification is called for. Let’s just say: supply chain trouble + inert revs. Stay tuned.
