Replies to post #22267 on The Rising Influence of Rising Affluence

[DaveAu]

Those CATL batteries will be available to all EV companies, not just TSLA right?

China just reduced subsidies so they apply only to cars priced below the Model 3 (causing April sales to plunge) and now TSLA is reducing the price so that the subsidies apply again. I would expect that if TSLA can lower the battery cost, China will again force them to lower the price.

[semi_infinite]

GM EV vans - acceleration of plans to produce delivery vans because of the fear of Tesla. Tesla has not formally announced any vans. Tney tried to get Mercedes to work with them jointly on an EV version of Sprinter van but Mercedes apparently had other plans. There is a rumor that Tesla will make transport van for Boring tunnels.

https://electrek.co/2020/06/04/gm-electric-van-program-to-beat-tesla-segment/