Sean Wagner
Member
I also think regional tastes will come into play. Setting aside the growth rate of CUV's, the lack of a hatchback could be a big downside here. Look at every country in Europe and EVERY single one's best seller for years has been a hatchback. If VW can get to market in 2020 with something Golf size/shaped (I.D.) in 2020, then the Model 3 will come under pressure here just down to this difference in body style.(IMHO).
This mirrors my thinking - I agree with you on the importance of localized [body] styles, and how the VW I.D. gets that just right for the European market [not astonishing given the company].
What I'm not so sure of is the still somewhat putative VW I.D.'s price in 2020 or 2021.
A presently equally hazy Tesla Model Y would have a huge potential for sales in Europe too, and be able to command significantly higher prices.
So how quickly will battery packs fall in cost?