Leo Michael cartoon: Apples and oranges

Average plant capacity utilization — or a plant’s actual production rate compared with its potential rate — is 70 percent in North America so far this year, according to GlobalData. That’s 10 points shy of the level most carmakers strive for. Capacity utilization will fall again starting next year and plunge to an average 65 percent in 2030 and 63 percent in 2035.