If production is at 65 million per quarter like the article clearly stated, half that amount would be 32.5 million units. Therefore, if they sold 50 million units in 12 Q4, a surplus of 15 million would be added to the reduced production totaling 47.5 million units. 50 million vs 37 million is a HUGE quarter. Also, 40 million (12Q1) would be enormous.
This increased production efficiency is really going to haunt shorts come Jan 23