Have The Automakers Made The Ultimate Miscalculation About EV Demand?

Clearly China is pushing EV and its the largest market now and with Communists running the gubment they can just dictate who sells what vs market forces. The liklihood is they may mandate EV's but the rest of the world might not want them so companies have to do both in order to sell to the market, China and everyone else. Vehicle mfr's will likely push other markets toward EV's so they can focus on one powertrain type... we'll all know in 50 years...

If there is an oversupply (which I doubt) then prices drop and consumers benefit.

Xjug, I think you nailed. The automakers are sinking money into EVs primarily for the Chinese. The free market will not support it.

Duly noted. My has used the same battery in her 2012 MacBook Air. She still gets maybe 4 solid hours of productive work time per charge.

If I decided to buy a rarely-used 5yr old EV, I wouldn't expect it to get its max charge, but I'm not the average consumer who'd think otherwise.

Automakers made the mistake of trying to follow Toyota to create these "space age" looking hybrid vehicles which screams "hybrid". All the while, Toyota was throwing their hybrid systems in all of their existing lineups - very few followers there. The way 70%-80% of consumers drive, they'd probably never know if they were driving a hybrid - just remove all the badging & special buttons & display icons. They wouldn't know!

They'd just wonder why they now get spectacular fuel ratings.

I said that b/c my point is that creating some specialized vehicle lineup doesn't work. Put the EV tech in vehicles available today so consumers can EASILY see the difference. Can you imagine swapping the 7.0L V8 in a Corvette with the Tesla S P100D powertrain?

There is already overcapacity globally The shift to EVs allows new players to enter the market. New makers jumping into the market, including the Chinese, Tesla ramping production and others that may enter the market will worsen this issue. This has nothing to do with EV vs ICE, it is a capacity issue in the entire industry. There will be a huge shakeup in the industry and the weak players will go away.

A couple more years, I'll likely be in the market for a car again. An electric car will be high on my priority list, and by then most available should have 200+ mile range under normal driving conditions. I'll be retiring by then, and looking at a place on the east side of the Cascades (Ellensburg to be precise). Since the grandkids will still be on the west side of the mountains, that means about 110 mile, two hour trip over a couple of mountain passes to see them. The upcoming Kona EV will do that easily, and I can charge it at numerous locations, including my daughter's house. Since they bought a Pacifica Hybrid, we installed a 220/40 amp charger in their garage. Plus there's an Indian casino very close by with free fast charging.

If there is a "glut" of vehicles on the market by then, I should be able to get a terrific deal on one. :)

EVs are expensive and with the Demonrats wanting to tax the living hell out of us, less expensive cars will be needed not more expensive cars.

Yes, taxes are lower now than during the Clinton administration, much lower if you are in the top one percent that owns Congress, yet the economy was better then. Oh, and we had a balanced budget. tRump has already added 2 trillion to the deficit with his tax cuts.
Make America a Democracy Again.

Keep your head in the sand ding dong. Bill Clintstone lost congress for the first time in 40 years due to his dramatic left swing and Gingrich and Co. forced him to sign legislation which he smartly takes credit for now. Barry Soetoro added more debt during his time than all other presidents combined and if you think it will be reduced with Nancy running the house, well contain your hate and blame her, Trump would slash the budget if he could.

Gotta love the revisionist history when you cannot name one piece of legislation proposed by Bubba to balance the budget, every single one he proposed was DOA, Barry too so he just gave up and used "continuing resolutions" which, using baseline budgeting, increased spending dramatically. As well as "NOW" the deficit matters to kooks like you when Trump is there but not when an incompetant "community organizer" with zero credentials is there...

The economy is humming due to the eliminataion of regulations and a better tax code and I"m all for eliminating the Corporate tax completely as only 7% of rev comes from it. If so every company on the planet would want to come here for that zero corporate tax rate and the word "unemployment" would be a faint memory as a result as would be greater rev from payroll taxes.

The US has never been a Democracy either, we're a Representative Republic which is different but I'll challenge you to actually look it up.

manufacturers are trying to win mindshare. writers are trying to steer the argument. customers are saying bleep both of you we like our cars as they are. period.

xjug, stop saying stupid things. The deficit increased under Obama's first term due to Bush's 3 trillion tax cuts and his worst recession in 70 years. When Obama left office the economy was on a 6 year upswing the tRump inherited and has not improved upon. The annual deficit actually decreased by 40 percent during Obama's presidency due to the improved economy and incresed revenues.
Actual continuing spending under Obama grew at the slowest rate since Eisenhour.
Gingrich is an immoral asswipe.
By saying we are no longer a democracy (you can be both dummy) I refer to the fact that gerrymandering produced a republican congress despite millins more voting for democratic candidates. Refer to Supreme Court cases from WI, NC and PE as examples of republicans thwarting the will of the people.
And due to turtle faced McConnel's power grab we now have an illigtimate Supreme Court appointee. yes, republicans ignored the their constitutional duty to fill a vacancy for over a year. And we have a president who was helped by Russians. The uS is ruled by the minority party. We are neither a democracy nor a republic. You look it up if you can read.

Eh. Did the Deoitte... thing note that political/environmental issues (and China) require at least some EVs? And that the manufacturers are hedging by designing most models as coming in ICE and EV versions -- fairly few dedicated EVs.