If you're really interested in EVs, not because "we are all going to die" but because you believe it is a better transportation solution, personally, for you, then you should read this article from The Conversation. https://theconversation.com/the-elec...-the-us-116102 The key point in it is simple, although all the words are not said. The US is based on capitalism. The best product for consumers will be whatever consumers decide. And that "winner" is not necessarily, the "best" technology. Beta tape format, from Sony, is the poster child for this phenomena. The article predicts that the push for EVs will come from China, not the US. And the reasons:
"Huge government backing" (government mandate)
"billions of dollars to subsidize manufacturing of electric vehicles" (carrots)
"new government regulations" (government mandate)
That's not how free enterprise works. The massive US economy exists because of free enterprise - competition. Competition breeds more and more companies, more and better technology. Monopolies are broken up (anti-trust). But China is not free enterprise. Governments mandating technology solutions tells me two things:
1. Consumers don't wants the solution. If they did, they would embrace them without mandates or carrots,
and far more important in the long term
2. inevitably it will fail. Americans, in particular, hate being told what to do, from the Revolutionary War (Britain telling its colonists what to do) to Prohibition (government mandates) to even today the legalization of MJ (government mandate) its all the same. In the end, in the US, any Mandate will fail for such a massive item (i.e, the transportation sector).
I also see Tesla is getting burned on the Tariffs. https://jalopnik.com/tesla-may-be-especially-burned-by-the-u-s-china-trade-1834746886 Maybe Tesla shouldn't count so much on China as a marketplace. Tariffs are only going to get worse until someone blinks. Who is going to bet on the President blinking? Ahh Tesla? Didn't Elon Musk walk away from some WH council he was participating on? https://techcrunch.com/2017/06/01/elon-musk-leaving-trump-advisory-councils-following-paris-agreement-withdrawal/ Sure he did. I'm not suggesting this has anything to do with any council, only that the interests of both might not be aligned. How many more near $1B quarter losses can Tesla sustain?