[Dave Z]

I agree with Aldo. I do think the phase-out should have taken longer and been softer, e.g. dropping to $2,500 for a year, and then zero. But then, at least they didn't drop it retroactively, like all the grants and payments given to, um, almost everyone.

8.9% share for EVs apparently.

 

[Dave Z]

But Tesla is facing tougher and tougher competition every year.
In my opinion, they are still acting like there the competition doesn't affect them much - but it does.

They dropped prices and did a refresh of the Model Y, and claim to be doing a cheaper car someday. (We've heard that one before, though, the X was supposed to be $30,000 and I vaguely recall it listing for $7,000 more. The low-price claim was just to get attention from GM’s Bolt, and it did so very successfully. Every comparison assumed they would have the same price, so the Bolt was “disappointing” compared to lies about the X.)

 

[Dave Z]

Quite a few cars did still qualify, though.

 

[Dave Z]

I spoke with a dealer who said it takes two or three days to sell a Wagoneer S, and their only problem is supply. They can't get them. Same with the Charger, I think they said they'd gotten exactly one of them, as of last month.

I'll have to ask my own dealer what's going on.

It almost sounds like Stellantis is hobbling their own sales by keeping production at a crawl, possibly because, with 15% (?) tariffs from Mexico (?), they are losing money on each one? Or not. Maybe they have limited battery production. I don't think their own North American battery plants are up yet? For all we know, they're limited because the sale factory is selling batteries to other automakers for popular vehicles, and production will ramp up when the rebate's over

 

[Dave Z]

Learning the wrong lessons is something they're good at, and I asked about them after the price cuts, I think.