Carlos from Spain:
They are going to sell more than what they can make...

For several markets including China and the EU, yes.  For other markets including the U.S. that’s doubtful as luxury EVs are stacking up in dealer lots.  Incentives for most EVs here, at the Federal level, do not include EVs over $80,000 did SUVs and $55,000 for EV cars. https://www.nerdwallet.com/article/taxes/ev-tax-credit-electric-vehicle-tax-credit#:~:text=The%20tax%20benefit%2C%20which%20was,sale%20price%2C%20for%20used%20EVs.