I realize my argument made it seem like I was using the sales data to justify my claim, but that wasn't really what I was going for - my mistake. I am aware of the demand issues, but the question is how far does that scale?

The current market for EVs seems to be middle to upper class city-dwellers who own their own homes and commute less than an hour each day. That is certainly a sizable market that will scale to a point, but what about after that point? What about rural folks who have no need for an EV and are perfectly content to drive ICE vehicles the rest of their lives? What about people who refuse to buy EVs for ideological reasons? What about car enthusiasts who love the roar of a V8? What about people who can't afford to spend 35k+ USD on a new (and base) model EV? What about people who need heavy duty trucks? What about people who have large families and need something with generous seating capacity and the ability to tow the occasional boat or RV for family trips?

Point being, there are large parts of the market that are either underserved because there isn't an EV that matches their needs, or they have no desire to be served at all.