Originally Posted by
Jaa
It's obviously at least a 6 month disruption.
Imagine you are 2CC... what do you do? Get your buyers in Japan to load up on EVs, ship them to NZ, process them (a what 3+ month process?) and get them to your yards in the hope you sell them all by the end of the year? Because if you don't you will have to hold lots of EVs in stock no one will buy for a while. Or you could discount them cutting into your profit margin.
Or do you focus on a mix of EVs and gas guzzlers and end up not having enough EVs to sell in the last few months of 2023 and not enough gas guzzlers in the first few months of 2024 as demand whipsaws. Looking at their home page, I see both types!
You could also see big sales of both types and then a quiet period afterwards.
Pretty hard to get the balance right I would imagine. Inevitable there will be some stock write offs and/or margin impact.
Lead times might be even longer for Colonial with new cars.