When people ask how far behind other automakers are, perhaps this will put it into perspective. GM announced that they set a record for sales of their lone electric vehicle, the Chevy Bolt in Q1 2021. They sold 9000 units in Q1, a nearly 54% increase year over year. Tesla, for comparison, grew their production capacity year over year by 109% and produced 189,000 EVs in Q1. Tesla is buying mines to produce lithium, nickel, and graphite for their batteries because they are materially constrained in their battery factories. GM is about 2-3 years away from completion of their first battery factory. By that time Tesla will have battery factories in CA, NV, TX, Germany, and China, all producing batteries in quantities that dwarf GMs capacity, and it still won't be enough. VW sales of their ID3 vehicle are doing well compared to GM, with sales of 28k, but 1/4 of those were sold to VW itself, so not as good as it may appear. The EV revolution is here, and it's happening WAY faster than people in the US think. By 2025 they'll have a hard time buying anything other than an EV.
GM Posts Q1 '21 record EV sales:
https://insideevs.com/news/498574/us-chevrolet-bolt-sales-q12021/
VW sells thousands of EVs to VW:
https://cleantechnica.com/2021/02/19/how-many-volkswagen-id3-sales-volkswagen-sales-to-itself/
