Cash for Clunker's Long Term Effects

July brought welcome relief to our nation's auto“For this to translate into sustainable sales,
dealers as the dam of pent up consumer demandwe’re going to need to see a marked
finally showed some leaks.improvement in jobs.”
Yesterday's July US Auto Sales Results indicateHowever, what few are discussing is how the
consumers flocked in massive numbers to takesudden rush to more fuel efficient vehicles will
advantage of the taxpayer subsidized Cash forplay out if gas prices remain stable.
Clunkers / CARS program.“We saw a mad rush to smaller cars a
Not surprisingly, July’s most popular onlineyear ago and it didn’t play out,” said
vehicle searches at reflected consumers' desire toRuggles. “In the face of $4 per gallon
obtain the additional $3,500 - $4,500 governmentgasoline, consumers could not get out of their
rebate.SUV's and light trucks fast enough. Then, just a
few months later, fuel prices returned to more
The question on dealers’ minds is whetherdesirable levels and they rushed right back into
this is a flash in the pan or whether it’s aheavies.”
spark that will reignite US auto sales.Congress is set to debate an extension of the
“I suspect it reflects the past 3-4CARS program later this week. Regardless of
months’ paralysis as consumers waited foryour thoughts on the program’s merits, it
the government to release the programhas spurred considerable action in the short term.
guidelines,” said noted industry analystWhat remains to be seen are the long term
David Ruggles of The Ruggles Report™.implications of the short term gains.