IMO it's worse internationally

I think without half ton trucks that get used as personal commuter vehicles in the mix the comparison gets even less favorable to EVs. Vans face all the same problems but worse because people don't buy $50k half ton vans for mostly commuting with a little bit of heavier work thrown in so the tradeoffs are going to make sense for fewer people. There aren't any midsize electric pickups from big OEMs yet (i.e. I bet someone in China makes one that isn't sold internationally).

I guess insane European fuel costs do potentially make the comparison better in the SUV market segments though...

I'm not saying Europeans don't commute by car, but distances are so much smaller that even a plugin can go electric only. Also vans aren't that many and go even less as commuter vehicle, and pickups (or trucks for that matter) aren't a thing at all - I'm not sure I've seen even one during the entire last month.

Indeed: I don't think I've seen a pickup since moving to Berlin, and that was 2018