High gas prices correlate poorly with EV adoption: the break-even calculation assumes rational actors replacing cars on schedule, but actual buyers prioritize monthly cash flow over lifetime fuel savings.
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The BYD Sealion 05 hits $16,000 in China because of a 20-year supply ecosystem that doesn’t exist elsewhere, not shipping costs or tariffs.
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Ohio’s $51 million buys 64 highway chargers, but EV charging Ohio buyers actually need is in apartment lots, not rest stops.
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BYD is building 20,000 fast charging stations by 2027, each costing up to $500,000. The business case depends on utilization rates no one has published yet.
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Rivian energy storage turns warranty returns and test vehicle batteries into a 10 MWh grid asset that costs 60-70% less than new cells while solving peak demand charges.
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BYD’s 10-minute charging uses battery-buffered stations that bypass grid limits, turning infrastructure into a competitive moat European automakers don’t have.