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Just a theory but if your supply is reduced by hundreds/thousands it will affect your ability to stay on top of demand. Simple economics....
Well I also think COVID played a larger role because the plant was shutdown for the entire month of April 2020. I can't find any article regarding how many Tellurides were actually on the Golden Ray, just that there were 4300 total cars which did include the Telluride. But this happened in Sep 2019 so I still think COVID, maybe combination with the shipwreck, that caused markups. It's also reported even though car sales were down to COVID, SUV sales actually went up so definitely a higher demand overall due to cheap interest rates and gas. But I still ask the question, I wonder how many Tellurides we import and the percentage of the plant's assembly line geared towards those imports.Just a theory but if your supply is reduced by hundreds/thousands it will affect your ability to stay on top of demand. Simple economics....