re: Ford Dealers Can’t Move All The Mustang Mach-Es They Have For Sale

They got massive subsidies (which Tesla didn’t since they aren’t Unions and our Government DGAF about EV’s as much as propping up legacy union infused companies). They wanted the $$$$ for building them and they don’t really care if they sit.

Tesla meanwhile just cut their prices when these hit the market and began selling a shite ton more and shifted their profit to volume and away from margin, setting sales records and undercutting the glut of rushed-to-market POS versions out there.

This is a classic case of Government intervening in a market and distorting its fundamentals. Capitalism is based on supply and demand. The subsidies the legacy automakers got (which again Tesla did not simply because they’re not Unions, which was an entirely arbitrary reason) made demand irrelevant.

So now supply is bent out of it’s normal equilibrium within the market…and the EV automaker you tried to not-so-subtly punish still flourished by taking advantage of your dumb, interventionist moves and you’ve screwed the market as a whole…and oh by the way the legacies have to PAY Tesla to link into their charging infrastructure so Tesla continues to win.

It’s not a reflection of market reaction. It’s a reflection of an unnatural market intervention that caused said market to behave irregularly, ignoring supply and demand fundamentals.