Price is the wall. Once EVs undercut gas cars at the sticker without subsidies, adoption explodes — regulations and chargers just nudge, but cheap batteries break the dam.
Cheaper batteries win. Once EVs match gas cars on upfront price, the market flips fast because they’re cheaper to run and better to drive.
Cash is king. The second an EV becomes strictly cheaper to buy than a gas car, the masses will switch overnight.
Cheaper batteries slash EV prices below gas cars, turning them into the obvious buy for normal people.