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EV Sales in Q4: Strong but Missed Opportunities
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EV sales in Q4 were strong, with Tesla delivering 38% more vehicles and GM selling 93% more. However, automakers overestimated the EV market's growth due to supply constraints, inflation, and pent-up demand. The market's expected share in 2026 is 25%, but automakers must address challenges like cost and charging to capitalize on demand.
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How might automakers adapt to the challenges of cost and charging to capitalize on the demand for EVs?
How might the strong Q4 EV sales impact the overall automotive industry and its transition towards electric vehicles?
What factors could have contributed to the overestimation of the EV market's growth by automakers?
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