$NIO Inc.(NIO)$ $Royal Dutch Shell PLC(RDS.A)$ Deutsche Bank expects BEV sales in China to reach 5 million units next year. NIO's 600,000 vehicles will not even put a dent in demand. NIO has sold and delivered every car they ever built. That's why longs laugh at day traders. NIO will deliver more vehicles in Q3 than Lucid will deliver all of 2022. NIO will also own the global battery swapping business with Shell Oil .