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https://www.wsj.com/articles/how-clean-are-electric-cars-it-depends-4d1086d6?st=8hiw64u263xb2qx&reflink=desktopwebshare_permalink
https://www.wsj.com/articles/how-clean-are-electric-cars-it-depends-4d1086d6?st=8hiw64u263xb2qx&reflink=desktopwebshare_permalink

GM, Ford Poised to Eat Tesla’s Lunch Over Next Four Years (motortrend.com)

Tesla has held about 70 percent of the EV market share in recent years. That is forecast to drop to a mere 11 percent over the next four years,

Maybe.  I never bought Tesla stock (unfortunately) because I didn't think he could pull it off, and he largely did, but perhaps now he's distracted and they lack new competitive products even in the pipeline while the majors are offering new stuff.

I don't think Tesla was ever going to hold market share once the big players entered the market.  I think we all know that eventually, whether it's 5 years from now or 50 years from now, EVs will dominate the market.  And Tesla wasn't ever going to be able to scale production in the manner that the large manufacturers can.

That doesn't mean that Tesla can't remain a niche player in the market and make a profit but right now, I'm not sure what they plan to do to differentiate. 

11% for a niche player would  be huge.  I'm just not sure what kind of differentiation they're going to go for?  If "premium" or "luxury" is going to be their brand, then they're a long way off in terms of styling, fit, and finish.  You can do almost anything and be considered premium compared to the current EVs on the market, but once the major manufacturers have a full lineup, it's going to take a lot more to be considered premium.  I still think they have a shot at it, but their first mover advantage is vanishing quickly.

This.  

I was talking to a friend the other day about the EV's and such. He mentioned that CA might enact a rule that semis need to be EV eventually?

What would a battery for that weigh? How much less cargo would it hold, in order to meet weight requirements?

Telsa is delivering Big Rigs starting this year.  There are claims that some can haul a typical 80K load for 500 miles, but as we all know it varies depending on conditions.  They have 300 mile models available too.  They claim that the fuel savings will pay off in under 3 years.  There is some kind of super-mega charger needed for these trucks, the batteries are north of 200 kw or something.  

There is a stipulation in the federal law that EV trucks can haul a bit more than their ICE counterparts.  Apparently the Feds will allow EV trucks to haul something like 82K lbs instead of the usual 80K lbs.  Not sure how accurate this is.  

For a lot of companies, they make the same run every day, 200-300 miles.  Deliveries from warehouses to stores, etc.  So supposedly this is a good use for these EV trucks.  

I've never seen an independent test on these Tesla semis.  We know EVs suffer loss of range of about 50% when towing something.  The Hummer has a battery over 100 lkw.
It's pretty big, but 10,000 poundsish.