EU is likely going to put tariffs on Chinese BEVs pretty soon. My personal take has always been that BEVs are merely a ploy by the CCP to gain marketshare in Western markets. Beyond that, there is no real interest by Chinese automakers, and likely they will abandon BEVs the moment it becomes convenient for them.
Fuel economy rules will basically follow whatever the average fuel economy of new cars will be. It's pretty clear that Biden has mostly given up on forcing BEV adoption via this mechanism.
The idea that the West will make our own batteries is a mirage. These things will always be made in the cheapest countries. All other factories will likely shut down.
The car is nearly 5 years old. The platform nearly a decade. It is going to suffer in sales, and that's before anyone talk about the high cost of BEVs and their dependence on subsidies.
GM is going to lose a mountain of money. Ford released their BEVs right at the peak of the market and with sizable margins. They still lost money. Now GM is going to compete for scraps.
Meanwhile, a hybrid small car is ~$25k, and would easily be cheaper to own than any BEV GM is selling.
Likely, the necessary "upgrades" that Ford demanded of its dealership network will be completely abandoned. We may even see Ford reimburse many dealerships.
I'm going to predict that Nissan never builds any BEVs there. Why does the world need yet another BEV factory? It doesn't, and Nissan is in no position to chase the bottom of the market.
The point is well-made: BEV dominance cannot happen without a well-funded charging network. But without strong growth, and competition from hybrids, this is not going to happen. As a result, BEVs become trapped as urban commuters, mainly owned by people with home charging.
My own view is that this is inevitable anyways. BEVs should never had been pushed as the only solution.
Far more mining is required. We've known this for years, but BEV fanatics have ignored evidence like this repeatedly. Reality will eventually catch up to the lies.
The unspoken fact about Chinese BEVs is that they are hyper-subsidized vehicles and are basically all sold at a (massive) loss. Even if we let them be sold in the West, China will outright run out of money before we hit the needed goals.
And we definitely won't let them be sold in the West without tariffs.
Prediction: Neither Renault nor VW will have affordable BEV cars anytime soon. If anything, they will abandon this sector. Affordable BEVs basically aren’t possible without government massively subsidizing them.