Nothing at all wrong with a bit of disagreement.
This market is being cause by a chip shortage. When chip production gets back to meeting demand all the ADM's and availability issues will go away. Everyone can take a guess when that will be.
It’s not just a chip shortage, it’s blowback from stupid Covid polices (there were some smart ones, but that’s another topic), bifurcated economics of essential and nonessential for about 20 months, people who have exited the workforce in significant numbers resulting in both unemployment and underemployment, the cheapening of the dollar, which began long ago but has been raised to new heights with the ubiquitous covid subsidies and so called ‘relief funds’, material shortages other than chips, and dramatically increased cost of moving all goods.
During this time ford and the other manufacturers have purposely focused on high margin vehicles, namely loaded out F150's and such to maximize profit per vehicle. The raptor is a very high margin vehicle for ford.
I this is a misunderstanding of manufactured, vs. offered in the local markets. In NoVA F150’s are ubiquitous, but where I’m at in TX I see 3 super duty’s to every F150. Raptors are more common, but that’s not to say they’re seen a lot. Based on what I see in my local market, I may conclude that they were concentrating on getting work trucks out into the field. OTOH in a large urban market, I’d expect to see a bunch of Fusions, Fiestas, Escapes, etc. to cater to city folk. I don’t see the ’21 - ’22 Raptor numbers reflecting a focus on that model, or the other Ford Performance vehicles. Maybe someone has access to some hard numbers.
The reality is that with the shortage of vehicles the manufacturers have pushed prices per vehicle up on purpose, not down. As you'll notice many options are now standard.
That’s a cyclical trend with every model. Introduce a local cost model and pile on the option costs. As the model evolves and matures manufacturers assess what is selling and bundle it with other things to increase profit - a la moonroof required for a tailgate step.
I see the cost and option bundling as coincidental to the cost increases seen by everyone for lots of reasons.
I don’t think a sudden glut of chips is going to result in massive amounts of cars available 2-4 weeks down the road, as I see more than just electronic parts being affected.