Thanks Clivemax for your efforts. What you mention is kinda what I know. Unfortunately, it still does not answer my questions completely, so to anyone in the community reading this in the know please contribute.
On another note, only 1 month and a day until battery day. That time will fly. By then we will know Aug EV sales and have a rough idea on how Sep sales are traveling. If August shows strong YoY, and Sept shows good progress and Tesla shows something great (my expectation is creating batteries 20% faster, cheaper and more dense) then together this should create a great media storm to reignite interest in the sector. Until then, ups and downs are meaningless.
It also appears that Europe really is where we need to keep focus. The growth there is astonishing.
Mattias Schmidt is an automotive industry analyst from Germany and he argues that Western Europe plus Norway, Iceland and Switzerland have more combined sales of EVs and PHEVs than China. In total, the full number of electrified cars bought in the European markets amounted to 500,000 (231,000 PHEVs and 269,000 EVs). That’s a some 14,000 more combined than were bought in China so far in 2020. Buyers in the People’s Republic purchased 108,000 PHEVs and 378,000, for a grand total of 486,000 vehicles. It has to be said, though, that China still leads Europe when it comes to BEV sales (378,000 versus 269,000).
Who would of expected that a year or so ago. How quickly things could change. As a sector though, we do need to hope Europe's growth in BEV increases faster. Should Biden win, I think we should expect sales to turbocharge soon in the US with a change in many policies.
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