$Lucid Group Inc(LCID)$ $Tesla Motors(TSLA)$ $Rivian Automotive, Inc.(RIVN)$ $XPeng Inc.(XPEV)$ $NIO Inc.(NIO)$ $Li Auto(LI)$ All major EV manufacturers will be able to sell all the vehicles they can possibly produce for the next 5 to 10 years. The challenge will be getting the parts to do so. Millions of ICE vehicles will need to be replaced in that time period, there has never been a better time for any electric car maker to expand.