GM seems to be having a hard time balancing supply and demand when it comes to the Chevy Bolt EV (Opel Ampera-E in Europe). First, they shut down production earlier this summer when inventory of the Bolt reached 111 day and the Sonic, which is also produced at the Orion plant, saw steep sales declines. Then we heard the shutdown was being used to increase the ratio of Bolts being produced, which makes sense, since it was still opening up sales in states that previously hadn't had any allocations of the car. According to my calculations, (26 selling days in September/September sales of 2,632, and approximately 4,571 new Bolts available on Cars.com), GM has about 45 days of inventory. That's seems like a good amount of supply for North America. Not too much, not too little. Meanwhile, in Europe, demand is way higher than supply. Opel dealers have been told to stop taking new orders, since they just can't get the cars. So, demand is strong overall, while supply is adequate in North America, but completely inadequate in Europe. Considering the Orion plant could produce 90,000 Bolt EVs a year if Sonic production ended, what's the hold up with Europe and Opel? Is it that GM doesn't make enough margin on Opel, or is there some sort of supply constraint from LG on batteries or other components? I was under the impression that the supply chain could deal with 30,000 to 35,000 units a year to begin (this linked post says suppliers were told expectations ranged from 25,000 to 30,000, and we imagine GM would prepare supply chain to reach upper limit if needed), and GM will need to see significant rise in current monthly sales to hit 30,000 units this year. There should be some extra capacity. Of course, if there is some sort of hiccup making it difficult to hit their original capacity forecast, they might not make that public. Or, they may just be playing it very conservative so they can supply all North American demand, and aren't worrying about Euro sales.