#allocation

It has been a seller’s market over the last few months (more than that, if we’re honest) in the car industry, with demand far outstripping supply for most vehicles. Images of dealer lots bereft of vehicles to sell have become familiar. This has led to some stores slapping so-called market adjustments on hot-selling inventory, sure in the knowledge that someone will pay the inflated asking price.

Manufacturers are noticing. Ford chirped about the practice earlier this year, and now GM has seen fit to send its dealers a sternly worded letter as well.

After the sale of Polestar to Volvo, the Swedish automaker is cranking up output and bringing more than double the number of high-performance sedans and wagons to the U.S. for 2016.

Also, there will be more wagons than sedans wearing Polestar badging this time around, as Volvo states 60 percent of the 265 total Polestar units will be V60 models.

Ford Atlas Concept

The Detroit News is reporting that Ford dealers are stockpiling 2014 F-150 pickups in anticipation of the launch of the next generation of Ford’s best-selling light truck. That may be a wise decision in light of TTAC’s report last week that the 2015 F-150’s launch will be delayed due to stamping problems with the aluminum panels that the new truck will feature. Even without delays, dealers are worried that when Ford’s Dearborn Truck Plant shuts down to retool for the new model they could be caught short of supply. Next year’s production numbers for the F-150 could drop as much as 10% because of the model changeover shutdown.

Suppliers are planning for production of the 2015 F-150 to start next summer. The production version of the new truck will likely be revealed next month at the at the North American International Auto Show in Detroit.

Yesterday’s good news from strategically important Japanese automotive chip maker Renesas did not last long. Now for the bad news: Their automotive microcontroller chips will be strictly rationed when they eventually ship. This being Japan, it is said more politely: Renesas is “thinking about the development of voluntary rules for major automakers,” as Japan’s Yomiuri Shimbun puts it.