The Tesla Model Y is
The Tesla Model Y is definitely going to shake up the EV market over the next year.
I disagree with this statement.." Even if the price is inflated because Ford has very little experience with electric drivetrains at this early stage". Ford has tons of experience with EVs. People sometimes forget that plug-in hybrids are primarily battery powered electric cars, and Ford had the Fusion Energi, and CMax Energi as well as the compliance Focus EV. So they would have no problem building a competent and competitive BEV, but this new Mach-E crossover is being billed as a performance crossover, so it probably will have twin motors, and Ford will have to contend with dealing with heat and transmission issues that come from a high performance EV drivetrain. VW's ID.4 looks like it will be a logical extension of their earlier FWD EVs, and they have specifically designed their new MEB platform, which will accommodate FWD or AWD, and it will underpin several different models from the ID.4 to the Buzz and others. As you mentioned, VW, Hyundai, and Ford EVs will get the full subsidies (for those buyers who benefit) But the Bolt has been discounted to remain competitive, and after initial introduction there will be a more affordable Model Y released. The best part about the Model Y is that 75% of the parts are shared with the Model 3, so there probably won't be the bugs in manufacturing, and 1st year production issues that Tesla went through with the Model 3, and most likely Ford and VW will face with the ID.4 and Mach-E. And because the Model 3 Performance was sorted out, the performance Model Y shouldn't have any major issues now. And speaking of the Performance Model Y, it is rated at 0-60 in 3.5 sec, which is quicker than many gas powered performance cars today. In fact that is just about as quick as Ford's monstrous 760HP GT500. If Ford set it's EV performance goals on the Mustang GT, then Mach-E will be slower than the Model Y, even if it probably will still be plenty quick. So far, all of the newer, long range, affordable BEVs do a great job with practicality, efficiency, and quicker-than-gas performance. But their price, design, and usability will determine which models sell the best when they are released. With an early release, the Model Y will be the one to beat.