North American assembly plants are on track for September production equal to 96.9% of what was scheduled for the month, or about 49,000 units short of plan (see data p.7). However, not much of the shortfall can be traced to temporary plant shutdowns related to the hurricane weather on the East Coast in the middle of the month. Most of the difference appears to be the result of a hangover from August, when manufacturers built to 101.4% of plan. Estimated North American production — ...

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