For the most part, I agree
For the most part, I agree with your conclusion. Electric cars are not coming, they are here now and have been for over a decade - in tiny numbers. However, there has never been a battery-electric affordable AWD crossover built to meet the demand for the most popular type of vehicle Americans buy. That is because it cannot be built and be profitable. Handfuls of Model S Plaids, Lyriqs, and $100K+ trucks are nifty to read about, but 99% of Americans will never own one. Small hatchbacks like the Bolt and Leaf are great vehicles, but they are not what most Americans want to buy in terms of size or capability. Shortages of critical components, and not just semiconductors, preclude affordable BEV crossovers with AWD from happening. And the shortage gets worse every day, not better.