Everybody knows it won't fully replace it.

It's impossible to go on a long off-road travel with the EV equivalent of 50L of gas in a jerrycan.

But some are twisting the narrative to say that because of that reason EV will fail.

Millions of people could use an EV in their daily life, just like I can go without a pickup in my daily life and rent one whenever I need one.

> Fully

Everyone's willing to admit that.

EV tech is there to replace the vast majority of gas powered cars.

We don't need to get to "fully" to have a replacement event. Horses can travel down trails that cars cannot, that didn't save them.

> no one is willing to admit the EV tech isn't just there yet

The easy explanation is that it's because it is there. The article is about the rapid decline of companies that believe otherwise. They aren't doing to great.

I think 80 or 90% of new cars in northern Europe are electric.

Saying EV tech isn’t there to replace gas is like saying gas tech isn’t there to replace diesel.

Gas powered cars are niche or legacy.

98% of new car sales in Norway are EV at this point. How do you admit something that is not true?

I only hear people in certain countries say this. Meanwhile many countries with rough terrain and long roads are already all in on EVs.

They just have to replace most use cases. There will come a point, not too far away, where battery progress makes them cheaper to purchase than petrol cars (for many use cases the point may already have come where TCO is lower, and Trump’s oil crisis will only speed the arrival of that point for more use cases.)

The EV tech seems to be good enough already in China

That's a strange statement considering that 20% of new vehicles sold globally are EVs. And that's not just China propping up the numbers: 20% of new vehicles sold in the EU are EVs as well.

Obviously that's not "fully replace" territory, but that is most definitely a critical mass beyond being a niche vehicle category.

The EV market globally is growing much faster than the ICE market. At the rate of technology and pricing improvement, EVs taking over the majority of sales is almost inevitable.

It's just not growing as quickly in certain markets like the USA, and many predictions were too aggressive.

Who is really going to prefer ICE vehicles when we start seeing median MSRP vehicles start to reach customers with 400-500mile+ range numbers? This isn't some crazy idea (e.g., see the 2026 BMW i3, estimated range of 440 miles in an entry level premium sedan - in 5-10 years that's the kind of spec you'll be seeing in a cheap Kia).

There just isn't that much more progress in battery technology and pricing left to achieve to make ICE fully obsolete, and that is exacerbated by oil prices that are now set to rise for years to come.

Strawman, basically no one argues "fully". Yet.