Comment by NoLinkToMe

> The reality is, however, that consumers don't want EVs for a myriad of reasons and prefer hybrids.

I think this is completely true for the period 2010 - 2030.

But from 2030 onwards, it seems 4 things are structurally different in many markets: 1. energy per kilometer, improved about 30% (from about 5 km per kWh to about 6.5) 2. kwh of useable battery, increased by about 80% 3. chargers per person, increased by about 20x 4. Charge speed increased by 5x from about 50 kW to 250 kW

All these figures are approximate averages for normal EVs, the very low / very high end are different.

So we have more battery, which we use less of to drive, which we can charge faster, and at way more places.

The reality is that an average European for example drives about 30km per day. Take the base model Tesla 3, it has 575 km of range and can charge 285 km in 15 minutes. The base model. So for the average driver that's a ~15 minute charge, every 10 days. For the average person an EV makes more and more sense.

That's today, for a base model car, which is suffering from cheap and quality competition out of China that will be even better.

Cars that will be released in 3 years from now (>2030) are even more favorable. I honestly think the 'myriad of reasons to prefer a hybrid' is soon going to be an exception, not the rule, for newly purchased cars (of course the 2nd hand market is a different, delayed story). And compromising your car design won't let you compete with manufacturers that don't compromise and go fully EV.

If you consider the squeeze that regulators worldwide are going to be putting on gas the next decades, I think going full-EV on new models makes sense. Sure you can keep selling some ICE cars but developing entirely new ICE models, and mixing an EV into them?