No mention of CAFE standards? How can you write this article without mentioning the policy that incentivizes larger vehicles?
I'm excited that EVs get to avoid CAFE standards, so we get to have small vehicles again. Even though legacy domestic car manufacturers aren't going to be involved, as they practically wrote the CAFE standards that eliminated small vehicles, and there's bipartisan support to tariff EV imports out of existence, there's still enough market demand for multiple domestic startups.
I don't see evidence for EVs stimulating small vehicle production (but it would be awesome if it were the case). The one smaller vehicle bright spot is perhaps Tesla's Cybercab, which is compared to the Honda Civic, which itself has grown very large over the years. In order to get to that size the passenger mass capacity of the Cybercab is roughly 2/3 of the Civic. [0]