I get that's an apples-to-oranges comparison, considering that labor and material costs (not to mention subsidies and regulations) are probably not the same. But even at $40k, it would be cost-competitive with other EVs if nothing else.
I see non-EV Broncos everywhere here in Reno, and I also see EVs everywhere here in Reno. I would therefore expect to see EV Broncos everywhere here in Reno if they existed in the US market.
I also in particular see Cybertrucks and Rivian R1Ts everywhere here in Reno, so the very specific demand for electric pickup trucks clearly exists.
https://www.carsdb.com/en/news/1476
I get that's an apples-to-oranges comparison, considering that labor and material costs (not to mention subsidies and regulations) are probably not the same. But even at $40k, it would be cost-competitive with other EVs if nothing else.