They need to get their sales up (lots of folks like me won’t buy one now because Elon sucks) but your reasoning I largely disagree with. We don’t have a fuel crises in the US for example. And Chinese EVs won’t be able to gain too strong of a foothold in American or European markets because neither market will permit their domestic industries to collapse due to Chinese state subsidies and industrial overcapacity.
replyEven if Chinese EVs can't make it into the American market in numbers it's a pretty clear signal that Tesla models are vastly overpriced for their functionality. The subsidies have spurred innovation and do continue to artificially depress the price of vehicles, but the value you're getting for a dollar in Chinese EVs far outshines Tesla without any of the weird built-in design annoyances needing to be present like the door handles or terrible dashboard UX.
replyTesla will continue to rule the US for the next two years due to the admin but the Euro and Canadian markets are likely going to continue to close to them. It might be that home-grown competitors will step up to the plate or maybe they'll open their doors to Chinese exports - it's hard to say. So while it's hard to identify a winner, the loser is clearly Tesla.