More about your overarching statements about the EV market in general. You make it sound like nobody is going to buy one without the subsidy. There will be some, no doubt, who's purchase plans change based on the loss of the subsidy. But some people are still going to buy EVs, especially people that have previous experience with them.
My point illustrates that people do in fact buy EVs without tax credit. The original program was the 7500 credit expired after the sale of 200K vehicles. Tesla sold quite a few with no subsidy between hitting 200K and the onset of the new credit program under the prior administration. The Mach-E outsold the ICE Mustang last year despite receiving no subsidy. I'm sure I could find other examples.
I'm concluding at this point it is a done deal that the subsidies will be repealed. We are going to find out what will happen without them. It will be interesting to watch.