Insightful, very fact-based article on EVs, with the short version being: no matter what happens in the US, China has a 15 year headstart on R&D and has the potential to capture global markets better. Which to me brings the interesting point that climate denialism is just misjudging where the world is headed and makes you miss the boat on what future industries will be, which then dooms you to underperform.
https://insideclimatenews.org/news/30102024/us-auto-industry-ev-future-clash-at-the-border/