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Only 30% BEV penetration which includes PHEV? Way too low, IMO. The growth of EVs is remarkable and it has now reached a point where it is but inevitable. My prediction: 80% penetration by 2030 for full BEVs. Hold me accountable!

Great post. Just want to interject that sales of EVs will surpass ICE before the end of this decade. In other words, more EVs will be sold than ICE well before Solid-State batteries materialize. Have you looked at S-curves? The data suggests that by 2027, more than 50% of all new vehicles...

This may very well be the initial pricing. However, if the demand is high then the prices will certainly increase to match the demand. Therefore those that order later with the higher price may end up getting it sooner than the reservation holders who got locked in at a lower price. We see...

Well stated. Because of what you said, I have a feeling that they will price it right and then gauge to see what the demand is like. If the demand remains high, they will have no choice but to adjust price to get to the market-clearing level where supply and demand match. This also allows...

My prediction is that for initial models, it'll be either a dual motor or a tri-motor with a 140 KWh battery size resulting in 350 miles range. Cost: No less than $50K and no more than $69,420. 500+ mile range trim/model will eventually come and it is likely to have a 200 KWh battery. Cost...