Tesla sorta has the battery supply right now too. When you look at the number of cars most of these companies have sold it is hard to believe that they are going to set the word on fire with their new models. I'm guessing they are doing it for the fleet mileage benefit knowing that they can sell them at a loss (and probably will). Also a certain number of people are going to buy one just because it's a BMW, Mercedes, etc.
I'd bet that most are also sold to folks who are going to commute and don't need 200 mile a day of range (or slow charge at work). Not having a cross country high speed charge network kills most of my interest in alternatives to Tesla, the rest is killed by ugly styling, interiors with more dials, buttons and switches than a WWII bomber, and the stealership network.
I hope that they build a huge charge network (like one cord for every diesel pump in the country). I hope lots of people buy lots of BEV. I hope we turn the ship around, fossil fuel led us to this point now it's time to move on.