In Germany in November, plug-in cars were 20% of the market: 10% battery electric; 10% plug-in hybrid. The cleavage between the US and European markets is immense and growing
https://cleantechnica.com/2020/12/03/german-ev-market-rockets-above-20-share-in-november/
Numbers like this create momentum for the electric mobility ecosystem--they encourage the construction of better and cheaper charging operations, build customer familiarity, buttress support for incentives--all of which leads to further growth
Scale has its own logic - the more electric cars are produced, sold and driven in volume, the cheaper and more hassle-free the experience becomes. Which encourages further use and adoption
in the U.S., by contrast, electric cars remain novelty items. the largest automakers don't really have any products. Dealerships don't push them. Charging remains a hassle. Which is fine in a world where gas is very cheap and batteries are very expensive
But in much of the rest of the world, gas is expensive (sometimes very expensive) and batteries are getting cheaper. Which means the largest US automakers, by sitting out electric mobility for the past decade, are missing out
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