> VW

VW EV sales are up in South America, Canada and Europe. It's true that their total global numbers are down, but that's mainly because they lost like 30% in China. Which obviously sucks considering how big the Chinese market is, but then, the Chinese market is it's own sort of thing.

Don't get me wrong, I think your point is valid for a lot of traditional European car brands. Mercedes is certainly one of them which has lost it's "our engines are nicer" brand, but I suspect VW is one of the brands that will do just fine. Especially with the id polo coming out next year.