GMs success with the Volt, 100K cars so far, and the almost certain success with the Bolt (first affordable EV > 200mile range) is going to come back to bite them in 18-24 months when they reach the 200K number and the tax incentives expire. Just about the time the incentives expire for GM, Nissan and Tesla, most of the other car companies will be introducing their first practical EVs. For a period of several years everyone but GM, Nissan and Tesla, will still be eligible for the incentives. Tesla is a cult company like Apple so I don't think they will be hit as hard by this, but GM and Nissan will be at a huge disadvantage. By the time the incentives go away for everyone their EV marketshare will have collapsed. Ironically the best hope for GM is that the EV market explodes and their competitors use up their credits very quickly. Their only other hope is to get Congress to change the law so that the incentives phase out for everyone at the same time, but their competitors will surely be able to prevent this from happening.