That's not how markets work and it's only a factor because car makers (other than Tesla) made it so. If people wanted PHEV in great numbers, the car makers wou

That's not how markets work and it's only a factor because car makers (other than Tesla) made it so. If people wanted PHEV in great numbers, the car makers would make 5x more PHEVs. What the market is telling us is that people would rather buy a fully EV from Tesla (and a few others) than a PHEV. That's why sales of Tesla reached 370k last year when sales of Volt peaked at 24k in 2016. Volt won't sell 100k a year even if GM made that many. If Ford and GM started building battery gigafactories in 2016, like Tesla, then they too would have 35+ GWh battery capacity today, enough for 300k+ cars per year. Today's battery shortages are a direct result of lack of investment 5 years ago. And Ford and GM will resolve them 5 years from now, if they start investing today. If they don't start investing today, Tesla and Volkswagen will be more than happy to take that marketshare.