Ogre
Well-known member
- First Name
- Dennis
- Joined
- Jul 3, 2021
- Threads
- 164
- Messages
- 10,719
- Reaction score
- 26,998
- Location
- Ogregon
- Vehicles
- Model Y
You quite specifically brought up Toilet Paper, not me. The only reason toilet paper was scarce was hoarding. There was no sudden run on toilet paper need. Not my fault you chose a crap example. (Puns intended)Nor did I say that people were hoarding electric vehicles.
As I said before, we don't know this.I said TODAY the demand is not there.
How many people would buy them if they were available?
We have no idea what actual demand is because supply is massively limited on all the cars and trucks people actually want. More than a million people paid $100 to be put on a 2-4 year wait list for an electric truck. That's just for one weird looking truck. 120,000 paired to be put on the wait list for the F150. There are 10s of thousands on the wait list for the Aptera. The Arcimoto has huge waitlists as well. 10s of thousands on the Rivian wait list.
There are EVs that don't sell well, but they are mediocre cars. The cars which are released which are *good* cars that happen to be EVs sell out immediately.
As I said previously, there is no separate demand channel for "BEV" versus "ICE", only for good (and decent value) vehicles and (little demand) for bad/ overpriced vehicles.
This is all circular. Tesla builds out infrastructure as they increase capacity for producing cars. If they could produce 20m cars a year, they would be churning out enough charging stations to support them. That is how Tesla has built out their entire network. More cars, more charging stations. They go hand-in-hand. Musk was quite specific about this in the most recent earnings call.It’s gonna take some time to build up that charging capacity.
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