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Analysis of US Vehicle Sales and Comparison to Pre-COVID Levels
This chapter analyzes the US vehicle sales for the quarter and compares them to pre-COVID levels. It focuses on major automakers like GM, Stellantis, and Ford, discussing their year-over-year declines. The chapter also highlights the significant drop in EV sales for Ford, particularly the F-150 Lightning, and emphasizes the importance of considering production and inventory challenges faced by automakers.