“When you look at the second half, as we said, volumes would be up in the low 20% range compared with the first half.”

In context

“ocked into on a rolling basis through the year. James Picariello: Okay. Understood. And then just with respect to the cadence for the second half, I mean, how should we be thinking about the quarterly volume -- the volume ramp in the back half? And can you provide color on Ford's progress in shipping the [indiscernible] inventory, I think, totaled 53,000 entering the quarter? John Lawler: Yes. So 53,000 entering the quarter. The team did a good job on the drawdown. We're down to 18,000 at the end of the quarter, and we'll work to get those out over the second half of the year as we can free up the chips that impacted us. I think when you look at the volumes, in the second quarter, we saw an increase in volumes in North America, which helped drive the strong performance for North America. When you look at the second half, as we said, volumes would be up in the low 20% range compared with the first half. But that volume growth -- there's greater volume growth in the overseas markets in the second half than in North America. We have the Ranger launching in IMG. We have volume in the second half growing at a quicker rate in Europe. And then, of course, China was significantly depressed from a volume standpoint in the second quarter due to the shutdown. And so that's what will be happening from a standpoint. But when you look at the volumes for Q3, they'll be lower than they will be in Q4 because in Q4, we should see the rate fall, the chips improve as we go through the third quarter into the fourth quarter. So that's how the volume is framing up in the second half relative to the first half, and then the walk from Q2 into Q3. So volume and mix in Q3 -- Q3 is going to be less than Q2, right”