ultrafast charging points at realstic cost
What I'm seeing is:
Ionity putting their prices up by 500% (and largest sites in UK with only 4 stalls ...)
Shell arm-twisting punters to have a monthly subscription, and charging overstay fines for EV's that charge-up for what would be considered normal dwell time
Tesla's advantage can be eroded quickly
I've been hearing that weekly for the last 4 years
(probably before that, but i wasn't tuned in back then)
The Bolt, iPace, eTron, EQC clutch of cars were going to see Tesla off. GM managed to screw up their arrangements for Vauxhall in UK such that Bolt never became a contender, and the rest produced barely-me-too imitations. I was expecting better coach building etc. and also better mechanicals, given they had the advantage of 2nd mover : tooling up later and with all the latest industry knowledge, not to mention already owning their factories and assembly lines.
What actually happened was Tesla came out with Model-3, about 1/3rd more efficient than those rivals, and the good bits of that were retro fitted to MS / MX "Raven" and gave them a boost of 20% in effect eclipsing the would-be contenders.
Cars other then iPace, eTron and EQC have some decent efficiency - e.g. Korean ones - but delivery wait times are long and cars are few ...
Tesla also bought the factory that makes the battery assembly robots. They honoured all existing orders from other companies, but didn't take any new ones ... which squeezed those companies and caused them to announce delays due to battery starvation. VW et al having trouble with some battery suppliers fulfilling existing contracts - let alone any growth-on-top
And all the rest are stuck with hit-and-miss, and mostly slow, 3rd party charging. Meanwhile Tesla found they could boost most existing Supercharger stall charging rates by 20% with a software update ... and also started rolling out faster-still V3 sites ...
Tesla share price is nuts, but it is probably just a reflection that the Shorts have got their tea-leaf-reading wrong, and if that is the cause then Tesla have indeed got it right and are looking onward-and-upward straight in the face.
So ... I'm not holding my breath
long-term investment is required... There's the problem in a nutshell
Except when your share price rockets and the small-print on your loans get exercised and you convert the loans from liability debt to stock
And print some new shares to flog to existing investors too of course ...