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From what I’ve heard, the supply issues affected initial V6 FE cars aren’t electronics. It’s various ancillary items that are needed to finish the cars. Things like sun visors and exhaust finishers. Hence why they could get the LDA cars out with alternatives or missing items.
Beyond the first 1-2 months of production it’s much less clear where the supply issues are. And it’s changing every week. New lockdowns in Asia recently. And now Germany suggesting some energy-Intensive industries might have to scale down or stop to protect essential energy supplies over the winter. That could stop their aluminium processing and knock on to downstream users of aluminium.
Beyond the first 1-2 months of production it’s much less clear where the supply issues are. And it’s changing every week. New lockdowns in Asia recently. And now Germany suggesting some energy-Intensive industries might have to scale down or stop to protect essential energy supplies over the winter. That could stop their aluminium processing and knock on to downstream users of aluminium.