I would say part of this is related to resale value of their fleet. The daily rental companies have been taking a bath repairing their fleet of vehicles due to

I would say part of this is related to resale value of their fleet. The daily rental companies have been taking a bath repairing their fleet of vehicles due to supply chain problems that force them to hold on to the vehicles for longer than desired. An offset for these companies has been the strong used vehicle market so they could sell a vehicle with 60,000 miles for more than they ever did in the past. The problem is that used EVs don't hold up in value compared to ICE vehicles. I personally know of a case where a customer purchased a Mercedes-Benz AMG EQS 4MATIC+Sedan and sold it after 6 months at a loss of $50,000 because there was no market for it. The EV resale market is a hot potato that no one wants to hold on to.