As far as I’ve understood the EV sale slump is mostly explained by a reduction in sales of cars in general. I wish the article mentioned that.
It’s interesting that the slump happened at a similar market share point where the EV sale had a downturn in Norway. The reasons are somewhat different, but a contributing factor could be that infrastructure needs to get to a certain level to unlock the final phase of growth. As long as there’s some EV sales there will be improvements to infrastructure, so it’s a process that drives itself. Eventually the infrastructure will be good enough anywhere. When Norway passed ~20% EV market share there was an uninterrupted rapid growth in market share that is only now slowing down at around the 90% mark.
> Sales of all-electric models have uniformly declined across the West, including at General Motors, Renault and EV giant Tesla.
This story is trying to debunk the EV decline, yet sets the story up with misleading links.
The "uniformly declined" link says that Stellantis has hit lowered sales generally, and that it's EV specific problems include competition from Chinese brands selling EVs.
The "General Motors" link's headline is "GM slows its EV plans again even as sales grow" key words in the headline "as sales grow", quote from story:
> GM’s U.S. EV deliveries increased 40% during the second quarter compared with a year earlier to 21,930 units
The "Renault" link is both paywalled and in French, but from their recent results press release:
> All-electric vehicles accounted for almost 12% of Renault brand sales and will continue to grow in the second half of the year with the launch of Scenic E-Tech electric and Renault 5 E-Tech electric.
Tesla is the only one that seems to have dropped year on year, falling about 5%
It’s interesting that the slump happened at a similar market share point where the EV sale had a downturn in Norway. The reasons are somewhat different, but a contributing factor could be that infrastructure needs to get to a certain level to unlock the final phase of growth. As long as there’s some EV sales there will be improvements to infrastructure, so it’s a process that drives itself. Eventually the infrastructure will be good enough anywhere. When Norway passed ~20% EV market share there was an uninterrupted rapid growth in market share that is only now slowing down at around the 90% mark.