> Oil prices are not going to be this low forever, and I expect a massive increase in demand for electric vehicles once gas goes above $4/gallon again.

This really has nothing to do with it. An optioned out Model X costs as much as a house. The type of person who can afford that couldn't care less if gasoline were $10/gallon. It's a status symbol, on top of just being a great car. It wont be until they are competing in the sub $30k market that an EV purchase will ever be driven by economics.