Something I expect to happen in the US market, this year or next, is for the design of the US Federal tax credit for EV purchases to become a political liability. More specifically, inaction around making adjustments to how the credit works will become a political liability for whoever is in office.
We're already in a state where the US federal tax credit is incentivizing foreign auto makers to sell their vehicles in the US, over US automakers (with the obvious big exception being Ford). I haven't been following Ford closely, but my impression is that they aren't in danger of using their 200,000th credit anytime soon.
But for Tesla and GM, the other 2 big US auto manufacturers, incentivizing German and Japanese car makers OVER domestic auto makers is going to be a bad look. I rather liked the design approach of the updated version of the tax credit that was worked on earlier this year - the existing system stays in place for those still working through their 200k credits, and a new system to extend it would be put in place. I'm also good with what Elon has said repeatedly - Tesla is better off competitively without the credit (he was saying that before Tesla consumed all the US tax credits).
In a market where 50% of cars sold are EV's, and there is no US Federal tax credit, I don't see the Mach E as being all that competitive (using the cars in the market today as the point of comparison). That market is a long ways off in the future (at least 5 years anyway
), and until then, I see Ford selling all of the Mach E they can make. And I hope that the experience they gain from building and selling them sets them up to transition from a company heading for 10-40k/year unit manufacturing, to much more.
Others in this thread have articulated my own doubts about their success, but I'm hoping.