If the pause at the end of November continued through December then production will obviously drop to zero for December, but if they start back right where they stopped, we're looking at 1500+ a month, minimum. Lets be generous and say they might even get to 2k/month by February. So they've got 4k built but not sold trucks just sitting right now. By July 1st, you're talking 13-16k trucks and SUVs parked in a lot for months. Once you're out of Ed1 territory your reservation conversion rate is going to decline some. Ford thought they'd hold at 80% but after 6 months it was more like 47%. Lets say Hummer ends up being somewhere between 50-80% for the 90k reservations they have. That means at their current rate, by mid-2023, they'll have built somewhere between 1/3rd and 1/5th of their reservations...and (according to their emails) won't start allocating them until Fall '23 at the earliest. If the final conversion rate is more like 50%, then you've built half your reservations by this time next year, which would be great.
But let's summarize with the most pessimistic production numbers and most optimistic/realistic conversion rate. 80% conversion averaged over the 90k reservations would mean 72k Trucks and SUVs. 1500/month means by the end of 2023, they'll have made over 23k Trucks and SUVs at minimum assuming no regression in production So even being very negative, they will be able to satisfy 1/3rd of the reservations by Dec. 2023. Possibly closer to half if they get up to 3k/month or higher. Unless deliveries increase, they'll need thousands of extra parking spaces every month for Hummers that their emails say won't be delivered for 6+ months. Production is also increasing WAY more than their logistics/delivery rate. By the time the stop-sale hit, trucks were rolling out of the factory nearly 10x faster than they were rolling onto transports. It just doesn't make sense.
TL;DR They're making trucks faster than their emails would indicate and are accumulating parked Hummers at a rate I would think untenable (going to have a lot more 12v issues without a lot of battery tenders and thousands of extension cords, I'm being facetious). Making 4 Hummers for every 1 you sell is likely not something you can or want to keep doing for a year.
I hope they just gave everyone a horribly pessimistic delivery estimate and are hoping to garner some goodwill by beating those expectations (give estimates twice as long as you know it will take and you'll come out a hero every time) because with production numbers like the past two months, they should be able to at least fulfill any reservation made in 2020 by the end of '23.
