> - The upcoming EREV (mostly electric extended range hybrid) F-150 truck? This is expected to have ~700 mile range, and of course no charging hassles. Its main advantage over the now defunct Lightning will be towing range.

Interesting question. Maybe this is the niche where existing auto makers can thrive though if China automakers have a blind spot to outdoors enthusiasts where range is more important.

The problem is that no one really needs or wants this outside of NA, Australia, maybe Russia and Africa? But there is a market.

Range anxiety and towing is a niche problem and companies will get rich selling the next Toyota Camry/VW Golf for the median consumer.

EREV is niche on niche and that's sort of where I expect the NA market to be going under the NA auto makers. We're going to have this protectionist wall where we have these bizarre (increasingly ICE dominated) market while the rest of the world moves on.