I'm sure this has been discussed, but looking at this after Americias best selling vehicle turns 100% electric. Just my thoughts. If Ford can produce all the F-150 electrics to meet to demand, this a game changer. But, has I said elewhere, I think we will see a very limited supply.
But here is my point. there are 276 million cars in the USA
https://www.statista.com/statistics/...es-since-1990/
And we can make and sell about 18 million a year.
https://www.statista.com/statistics/...es-since-1951/
276 million divided by 18 million = 15.3 years, just to make and sell enough EVs to replace the ICE.
I think we are 7-8 years away from the point where Evs out number the sales of ICE.
This might be to simplitic, but I think we have at least 15 more years of ICE being the majority of vehicles on the road.
Also, there are remote areas where EVs will never replace ICE anytime soon. In areas where there is no GRID and not much sun, think Alaska, parts of Canada.
What's you best guess on when ICE will be 50% replaced?