I might even say "Urban/Coastal USA, Northern/Western Europe and China" instead of USA, Europe and China. I expect to see the USA and Euro auto markets to beco

I might even say "Urban/Coastal USA, Northern/Western Europe and China" instead of USA, Europe and China. I expect to see the USA and Euro auto markets to become more fractured as climate change deniers, big government resisters, and just folks who romanticize the "good ol days" continue to buy ICE cars. Heck, it's already fragmented - I just looked at the new car inventory for an LA-area Chevy dealer. They have 65 ICE pickups, 11 ICE SUVs, 7 ICE sports cars and 29 EVs, so about 25% EVs, well above the national average. Then I looked at a rural South Dakota Chevy dealer's inventory - 11 ICE pickups, 7 ICE SUVs and that's it. Zero EVs on offer there. It might not be fractured in a regulatory sense, just that manufacturers typically sell their EVs in one sort of place and their gas-powered vehicles in another, and dealers only stock what they know they'll sell.