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This almost reads like that chip shortages will actually continue to at least 2025 if not longer.

What about potential (carbon) import taxes? If you reuse the frame and other parts in the car it saves you quite some money, plus there might be recycling subsidies. Also a battery only lasts 8 years while other parts of the car could easily last 30 years.

There are plenty of EVs on the road with batteries at 8 years old, some of which have seen minimal range degradation, like most Fiat 500e owners.

For those cars that do suffer from range degradation (eg: 2011 Nissan Leafs), battery swapping has become common, and at a reasonable $3500 and up price point: https://evridesllc.com/battery-upgrade-service/

My friend company got estimate for crucial chips back in stock at spring 2027. They had to cancel many products.

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