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Let’s set charging inconvenience aside for now. The issue is that commodity prices for whatever is in short supply has “unexpectedly” made prices so much higher that profit is no longer what was projected. I’m not clear on whether this is due to copper, lithium, nickel, or whatever. Probably a combination. It does appear that costs are going up faster than inflation, so likely caused by market forces due to shortages.
Considering that electric vehicle manufacturing represents a small percentage of total, question I think is whether commodity prices can be lowered enough by increasing supply while at the same time using a lot more annually for the foreseeable future?
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