Since this thread is wandering it's probably time to move onto the next stage of the EV discussion, when, if ever, will the EV industry as a whole consolidate and sales resume some sort of normal activity. Yes it's true sales in some nations are still robust and increasing, but such is not the case in the first adopter nations, in the EU nations and Britain, the U.S. I think this is an important distinction, in essence everyone who wanted to 'try' an EV in the early adopter's has now, and demand has cratered.
I have always assumed there would be a small cadre or clique that would always prefer to own an EV but that the promised "Transition" was a total delusion. It was like saying everyone would transition to a Mercedes or a Audi, if you said that people would simply laugh. I also don't see adoption rates going any higher than the peak, I see them falling to perhaps 1% or so of cars on the road.
This thinking is hard to swallow for a true believer who still has the marketing propaganda ruling their rational processes. It's like the Bitcoin believers, they are hodling in the expectation $hitcoin will take off to the moon as it has done before but there is no evidence that will happen. What they cling to is a couple of past bull markets which they claim constitutes an infallible pattern for success, but this current uptick hasn't even exceeded the last top, not in inflation adjusted terms. I have heard all the false marketing for BC over the years, It's a currency, false, It goes up in times of economic turmoil, false.
It's just a modern invention like the EV and at the end of the day it's success is dependent on the will of the people. If people demand EV's they will do well. If people reject them, they will be the Segway. And as far as I can see the vast majority are rejecting them. Because they haven't experienced them? No. A lot of owners are saying they will never buy another. How many owners of gasoline powered cars ever said that? People arrive at an airport and go to pick up their rental and discover to their amazement that it's an EV. They didn't order an EV, they don't yet realize that in a few hours they will be stranded at a charging station with no app to 'refuel', or at best be stuck in a side-street for 3 hours waiting for the recharge.
It's the little things that killed the EV, that led to Hertz dumping tens of thousands of them on the second hand market. A market that for all intents and purposes no longer functions. It will take a year or two to clean this mess up, scrap all the unwanted EV and return to some sort of rational market based on true supply and demand rather than one driven by
fear and government manipulation, by media persecution of gas powered cars.