I don't disagree with your assessment re: infection, but I'd point out that transportation overall is dropping, possibly permanently; and that the long term economic damage from the pandemic and the debt loads that we're taking on will likely hurt auto sales for a long, long time. I'm not sure that whatever shift away from mass transit to private vehicles will make up for the overall loss of transportation, and you have to have a job to go _to_ in order to need a car to get there.