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Cake day: November 10th, 2023

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  • Given that overall EV sales are way up, at least in the US, but all the automakers are saying demand is soft, I have a guess that all the automakers thought they could take all the demand for themselves, they all went out and most of them made great choices and spread the demand thin between them. So despite very strong demand (which was still showing up in used prices when I traded in my Leaf recently), the demand for each brands vehicle is lower than they had hoped.

    All the articles on the topic – and I was just reading another – seem to be focussing on the narrow picture of some statements, rather than the bigger picture that sales of EVs continue at record levels.

    The change is inevitable and as people begin to really understand some things about EVs vs ICE, it’ll start going even faster. (What range anxiety really is, how convenient EVs are, how much cheaper they really are, and a bunch of other interesting and curious differences.)