Tesla may be tanking the EV industry

Prius hybrid batteries are rebuilt and replaced all the time. There are a number of small companies that specialize in after-market rebuilds and it’s easy to find them in stock. But that’s because there’s a huge market for them, with about 6 million sold in the U.S. so far.

I’m not optimistic that an equally robust ecosystem of suppliers will form to support other less common electric vehicles. Just for one example, I would guess that it’s pretty hard to find a replacement battery for a Honda Fit EV that was produced in small numbers over a relatively short time period.

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