Just noticed how weirdly close PS5 and Xbox Series are in Europe, that's the kind of gap you'd normally see in NA.
The reason why's obvious, but it's still funny to see.

Well, yeah that figure is a transition regarding the weight of imports.
But do we know how long it takes from import to the store shelves? Even if we don't know.
We don't have to assume that the production increase in July was the first time it affected us in December.

According to NPD, the PS5 was #1 in sales from August to November. In other words, it sold more than the Switch.

And God of War was released on November 9.
First party titles are highly profitable.
Can you think of any reason why SONY would save inventory for December?

SONY increased PS5 production to 6.5 million units per quarter during the second quarter of 2022 (July to September).
Production is still continuing at this rate in December.

Even if SONY is prioritizing the US, as long as production numbers are increasing
There is no doubt that global sales numbers have increased from 2021.

If it's for obvious reasons, let us know.

We know that PS5 had a poor November in EU/UK vs a strong one in the US. So we can't extrapolate global PS5 sales from US shipments. It's still an increase in Europe compared to last year but not nearly as much as in the US. December will be different because Sony is confident in meeting their FY 2022 forecast, which means Europe and the rest of the world will have to assist the US in getting PS5 to make up for the poor start and reach that 18+ million units shipped.

Short term legs for GoW Ragnarok will be very strong so they're not losing much by not shipping enough units globally in November. The actual December numbers will probably surprise us.

Global sales numbers will increase when December is accounted for. 2022 started awful compared to 2021 for PS5, so it took a while before it caught up. But it's certainly possible that it did a few weeks quicker than our estimates show.

He's referring to the shortage, the closeness in Europe is artificial. If Xbox can't keep up with PS5 in the US, it'd likely get obliterated in Europe in a scenario where production isn't hard capped. And right now, Xbox is definitely struggling in the US as far as I'm concerned. It's being comfortably outperformed by a much more expensive console with hard and soft bundled increasing its price even further.

All your points stands on its own I would say. Would just add that it is very likely that the Dec to Jan drop will be much lower than normal since they most likely weren't able to fully meet demand and keep sending steady products (that is if they want to meet their target).