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by heresie-dabord 1771 days ago
The EV market is about 2% of car sales in the US. I doubt that we would be right to predict double-digit growth happening suddenly.

A Ford F150 (the most popular pick-up truck) weighs about the same as the Tesla Model 3. The top-selling vehicles in the US are all pick-up trucks.

The Toyota Camry (a popular sedan) weighs about the same as the Nissan LEAF. The Prius Prime is also in this weight range.

A Honda Fit (a popular small car) weight about the same as a Smart EQ. Small cars are not what US consumers are choosing.

Your argument is a hypothetical projection of Tesla-class EVs into a very large market-share. In reality, consumers are choosing larger, heavier ICE vehicles.

1 comments

Your argument proves my point. The customers that are currently choosing larger, heavier ICE vehicles will choose the same form factor of EV when given the option, and that F150 which currently weighs the same as a Tesla Model 3 will add on however many hundreds of pounds a battery pack weighs. Same goes for the Camry, it weighs the same as a LEAF (a much smaller car) now, but when you add the battery pack in the bottom, now it weighs the same as a Model S.
I see, you imagine the current ICE-Vs with batteries. But US consumers want large vehicles and ICE-comparable range.

Very large EV batteries are expensive. Your conjecture may hold if the cost of Tesla-sized batteries becomes much cheaper (approximately half the current 2021 cost).

EVs are likely to remain a small market in the US. Hybrids make more sense for cost and range. In Europe, the EV market is growing rapidly. Although some people can afford the Tesla, small EVs are popular in Europe. And the small EVs are not especially heavy vehicles, as the data show.