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Demand is down because these vehicles are pushing $100k and interest rates on car loans are 7-8%. They did recently announce some new, cheaper models in the near future so it may turn around for them.
You’re right. One interesting option right now is the mustang Mach E, dealers are dropping prices and Ford is giving 0% for 72mo. I just bought a California route 1 for 46k at 0%, and I wasn’t planning on electrifying at current prices until that came up.