Nice level-headed analysis of the issue, although probably worth adding that the need for Tesla to cut prices is also likely due in part to Elon alienating a bunch of potential customers.
Exxon of all companies just said they are going to start drilling for lithium in Arkansas
Please stop this.
Yesterday “EV sales are slowing”, today oh wait they’re not, but also today they are…
This constant posting and reposting that results in the same replies over and over is getting incredibly redundant and is drowning out actual informative stuff in the subreddit.
This *is* an interesting article that looks at the actual data and counters a bit what the heads of Ford and GM are claiming (and what the EV FUD articles are repeating.)
It suggests that a lagging indicator can be used to dispel manufacturer forecasting and then handwaves something about Tesla / Rivian (whom are also managing expectations). There’s nothing interesting here.