[Karter2]

EV "Demand" is not a good measure - the "Demand" is that far ahead of "manufacturing capability" that it's not funny

Yes, Demand is probably the wrong word.
There is a void between what the demand is for, and what is actually available
I suspect that anyone who really "wants" an EV , could go out today and buy one, possibly even drive one away. Im sure Nissan (Leaf), GM (Bolt), Ford, BMW (i3, 530e, etc), Renault, VW, MB, Tesla, etc etc would be happy to cater to you (Sure Tesla will make you wait most likely)....depending on where you live.
But the point is, EVs are readily available, just maybe not in the form or cost bracket, that the mass market demand wants !
There is a "Market" for practical, affordable, EVs, ....but that EV doesnt seem to exist yet.

 

[Karter2]

What's changed is supply.

15 years ago, price became an issue. The cost of lithiums was so high that there was no market for it. That is, for the value of any possible given vehicle, there wasn't a way you could make a vehicle that met that at a price lower than the value. Tech is there, price is not.


If EVs were cheaper than gas cars, with the same speed, charging rates and range... almost no one would buy gas cars.

It's all a supply issue.

Its a supply issue ..if you define that issue as being lack of the right EV to suit what the market wants.....value !
It is still a price issue, there is still no EV that matches size for size an equivalent ICE that the mass market buys down in the $20k range.