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Consider the source, though. The WSJ is not noted for its accuracy on anything to do with tech.
There's also a chicken & egg problem here: automakers can't build reasonably priced EVs or PHEVs until they can buy reasonably priced batteries, but the battery makers can't ramp up to economical production levels until the automakers start building lots of EVs & PHEVs.
Though I did see an article recently saying that Tesla is going to start shipping its Model S in June. You can't buy one, though, as 2012 production is already pre-sold.
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