EV semi s life time cost savings will drive demand. Because the miles driven per Vehicle is high the reduction of pollution and fossil fuel demand per kWh of battery offers the highest value to US in terms of limited production capacity for EV batteries. I wish US policy would help prioritize to use of early production capacity to these types of use cases. As the fossil fuel demand drops, that drives investment from fossil fuel to clean energy and the price of fossil fuel will increase (oil industry will milk the market) which will increase the demand for EV. The market dynamics are non linear. Glad to see Semi EV production start.