The Electric: Is the EV Race Already Over?

As the world’s automakers intensify their scramble to go electric, Tesla and China’s Byd have run away from the pack with sales of millions of electric vehicles, and seem likely to maintain the lead through the end of the decade. The game isn’t over. But other auto manufacturers could be relegated to fighting over relative crumbs of EV sales through at least the early 2030s, and some could be at risk of shrinking below their current size.