EV supply will be constrained, gas supply will be more constrained, demand will still need to be satiated. I don't believe we are seeing this with the Volt (for several reasons) and the Leaf (for several other reasons) but the Model S/X should be break out hits and BlueStar should cement the effect.
The one caveat I can see to this is a general willingness to ignore the TCO among car buyers. People don't realize how expensive it is to own a Mini-van. 18MPG and 20K miles/year in 5 years is equivalent to a good college education. The people who wake up to this are going to want Model S/X, they will go to a store, find out there is a waiting list and we'll get bidding wars. Very similar to houses in a particular location.
I will say this, and I disagree with TM on this point, "2013 will be the year of the Model S". It's a game changer, a "must" have to the upper-middle class (every "G" type you can think of) and there are a lot more than 20K of us who buy premium sedans in the US every year.
Model X will continue this trend since it will have the same effect on the upper-middle class "family". Maybe even more so if TM can adjust the torque curve of the second motor to be ideal for highway speeds. Range benefits should be substantial...but anyway, that's my 2 cents...