The Lux report looks more like opinion than a report. Why do they counter Tesla's sales goal of 500,000 cars for 2020? As I drive along about 1 in 5 cars looks to be either a hybrid or electric. It indicates a strong desire for an alternative to gas powered cars and Tesla introducing a low cost EV will be newsworthy.
Agree with prior comment. Negative view of report ignores that fact that there will be a shortage of LiIon batteries for EV's as Tesla ramps up, so just getting that volume of batteries is a strategic issue, and Nevada is close to some Li sources and also California customers.
Why would you think Tesla will ramp their production? They just opened a showroom in Vancouver, lots of peopel kicking the tires, noone buying...reason: $85,000 for base model, 20+ years return on your investment
This is long story. E-cars are selling. They all use batteries of one kind or another, whomever makes the best battery wins...and that battery may be very different from what is sold today. So we will see.
It depends what you mean by "selling"...it is still less than 1% of the global market for cars...I woudl not call it "selling" personally...I can buy gas powered Tesla equivalent car for $40k, why would I want to pay $85k?...I love nature, environment etc, in fact I bike or walk everywhere...still would not buy EV car