
Originally Posted by
3toes
There is also the question of who will be the winners on the electric car market and who will pull out? No one wants a vehicle that the manufacturer no longer exists to support. I would not want to bet on who will still be here in 10 years. While perhaps not such a factor in new vehicle sales it is showing real evidence of impacting the used market. This then further impacts values
Already a major factor in China.

Originally Posted by
3toes
Tesla recent price reduction has really hits used values hard across the market. This is then impacting the leasing companies who booked a value based on what was already a difficult market. Their risk committees were already nervous. There are some big losses based on predicted values and new real market values when these vehicles come back from the user and have to be sold
Bigger than many think. Ford AU learned this when they blinked and dropped prices on the then EF in the face of diminishing sales due to the success of Holden's VT. The lease companies lost big on prospective resales. Contrary to popular myth, this is what killed the AU, as in those days nearly 80% of Falcodore sales were to lease companies for company cars, and they had had their fingers burnt.
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