At a guess, I’d say the wider macro economic environment is impacting EV Sales, and all auto sales in general. The Chinese auto makers, like BYD and MG, are al

At a guess, I’d say the wider macro economic environment is impacting EV Sales, and all auto sales in general. The Chinese auto makers, like BYD and MG, are also giving the US and Europeans are hard time. A leading indicator is surely the wealthier suburbs where EVs seem to be every where. Anyone that doesn’t have an EV is just holding onto their ICE car until the lease expires or it dies and they churn to an EV.