I think I'm aligned
I'm not buying this whole manufacturing defect "spin" yet.. call me a conspiracy theorist.. for those familiar with statistical process control / 6-sigma you can probably relate. Sure, it is a manufacturing defect, assuming the process wasn't centered to begin with.. we are talking a very high failure rate on this engine on 0W-20 from day 1 (2021).
Lets assume a crank journal and bearing process targets and tolerance is setup a certain way... and there is process tolerance for both manufacturing steps, and lets say the combined "output" tolerance is setup to accept 0W-20 or 0W-40, but in this hypothetical scenario the clearances are such that 0W-40 oil would put the manufacturing output "centered" and normally distributed with 6-sigma defectivity capability (<=3.4 defective parts per million failure rate).
It's my conjecture that what we have here is a shifted manufacturing process with 0W-20 usage where the clearances are on the high side for the oil, and thus in vehicles where the clearance was outside the capability of 0W-20, it resulted in failure. We have 3-5% failure rate here (area under the curve shown in red below).
GM can say "we didn't center the manufacturing process to begin with" or say "manufacturing defects". It's all perspective. You decide.
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