That's what I have said - current supply may see them through...

That's what I have said - current supply may see them through this introductory phase of the ev movement, up until 2025 at the latest - at that stage all of the manufacturers I have named would need their plants at/entering full capacity if they are to enter the growth phase that is to come. Your 2031 is more than a stretch too far for me, any manufacturer not hitting the growth phase around 2025 will lose ground on the competition and by 2031 it will have cost them a lot of $. Can you back this with anything other than opinion?

The whole ev movement has been thrown out a year or two due global issues the last two years. I am of the belief should Trump be impeached the movement will get a major kick from Democrats should they take control - for example Bernie Sanders has promised a NZ style zero-carbon emissions policy.