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Your point is sound, but don’t ignore the supply side. Manufacturers will produce more electric cars to satisfy the California market, driving down prices which will increase adoption elsewhere.


We’ve already seen this story. They make “compliance cars” that are sold (typically with a subsidy) and are impossible to get outside the target market. Now maybe California won’t actually allow IC vehicles in any shape or form and that will finally force hands. But I suspect that whatever is actually done will be watered down and have enough loopholes that it won’t.


When you only force a small number you get compliance cars. If they need to supply 40 million people you'll see real competition.




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