Im just assuming its a resin issue. I know the molded covers we make for our head lights / bezels use a ton of resin. So its just an assumption. I also know the ports are backed up over a month/ air freight is backed up at least a week.
Are you in Supply chain right now? Because I am and work in the automotive/ Powersports/ motorcycle industry and there is no way. The resin that's being used at Webasto has been on allocation since the beginning of the year. You cant say this falls on ford when half the world declares force...
You can still build cars while there is a shortage. I.E all the completed F-150's waiting for chips in Kentucky.
https://www.motorbiscuit.com/why-are-22000-new-ford-trucks-sitting-in-a-huge-lot-in-kentucky/