Current Labor, Chip, and Battery Shortages Explained & Delorean not Stopping Short

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Summer is here for many, but shortages are persisting. Today we talk through some of the reasoning. We also talk about the legendary Delorean that is about to spread its EV (gull)wings. 

• Summer labor shortages are thwarting those post-pandemic plans
  • In Phoenix, less than half of the public pools are opening because the city can’t hire enough lifeguards, despite offering a $2,500 incentive
  • Double the number of open jobs than the number of unemployed
  • Restaurants and other hospitality suffering disproportionately as workers leaave those industries for others
  • Many small businesses facing both reducing hours and lower quality of service
  • Current administration says they will make 35k additional seasonal visas available to help 
  • Sansdemic implications (coined by EMSI) meaning ‘not enough people’
    • Generational shortfall of reduced birthrates
    • More young males living at home
    • Gig economy
    • Pandemic acceleration of workers leaving the workforce
• Chip Shortages & EV Battery Supply concerns still in play
  • Chip shortages leave new car manufacturers 800k short YTD
    • North AmericaYTD: 559,000    Projected: 781,000
  • Stellantis fearing EV production cannot keep up with demand
  • Nissan halts Ariya orders from dealers, fearing customer waits may be too long
• The Electric Delorean is for real as the Alpha E5 EV
  • 0-60 in 3.99  0-88 in 4.35
  • Not the same original company, but the Texas based company who manufactures replacement parts for the original purchased the rights
  • “DeLorean partnered with Italdesign, the same Volkswagen-owned design team that helped develop the look of the 1981 DMC-12”
  • Full reveal coming in Pebble Beach on Aug 21

Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.

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