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I think they’re on a downturn in the US with interest rates being so high and rebates evaporating away, but globally they’re doing well with all the shenanigans going on in China as well as Europe being more forward thinking.
Incentives evaporating, chargers not getting built, legacy manufacturers backing away from EVs on the promise of cheap gas, revoked efficiency requirements, and no regulation of carbon emissions. US never did get to the point of a healthy EV ecosystem, and now we step back to square one