E90400K
Well-Known Member
- First Name
- Francis
- Joined
- Apr 26, 2025
- Threads
- 5
- Messages
- 218
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- Location
- Middle of the Mid Atlantic
- Vehicles
- A Ford truck
Like too much cow bell, too much screen...
Don't forget the Bolt with an LFP pack at $30ish.I'm ready to be ridiculed when I post this. But here's a very contrarian take on 2026. I think 2026 will be the year of the affordable BEV. The Equinox at $35,000. The Leaf at $20-something-thousand. The Kia EV3 (a hit in Europe) at $30-something-thousand. And the elephant in the room - the Rivian R2 in the mid forties. And I think 2027 will see an even bigger market explosion in BEVs. And I don't see it stopping after that.
A lot of the doom and gloom is coming from legacy Auto that hasn't sold a BEV for a profit. They are trying to rationalize their decision to pullback as it is a market based decision and maybe if they forecast it enough then the public will follow their lead and not buy BEVs. They are just handing an advantage to BEV only makers like Tesla, Rivian, Lucid and hopefully Slate, Aptera and Telo.You read all the doom and gloom forecasts with incentives ending. I'm not buying that narrative. I think there's a pause just because people moved forward their purchases (duh). And then a gazillion Tesla owners come up on lease end, look around, see a flood of awesome BEVs in all sizes and shapes and prices - and sales just go up and up and up.
I noted way back that the tax credit was an incentive for high priced vehicles.The recently repealed EV tax credit is actually putting downward pressure on prices causing Tesla, Kia, Nissan and GM to lower starting prices on their BEVs. Almost seems to have the opposite effect. New, smaller EVs like Rivian’s R2 /R3 shows where the market is headed. Now, Slate and Telo will aggressively compete in this market.
For those of us who can wait it out, the next 3-5 years looks interesting for small, affordable EV based SUVs, cars, and trucks.