I think part of the problem is the "West" is behind, and the Americans are basically having sleep terror attacks.

https://carnewschina.com/2026/01/29/europe-lags-20-years-behind-china-in-battery-technology-auto-expert-warns/

“In the battery sector, Europe is 20 years behind China,” Dudenhöffer stated, emphasizing that cooperation with Chinese suppliers has become essential for European manufacturers to remain competitive. This technological gap has created a situation where over 70% of batteries in electric vehicles sold in Europe by 2025 will be supplied by Chinese companies.

https://www.cleanenergywire.org/news/cooperation-china-needed-achieve-germanys-2030-ev-target-analysis

Germany’s goal of having 15 million electric cars on roads by 2030 could be missed by up to 6 million cars without cooperation with China and improved regulations and incentives, said transport policy think tank Agora Verkehrswende. An analysis commissioned by the think tank and conducted by consultancy BCG found that a joint effort of domestic policy changes and the inclusion of Chinese carmakers is needed to achieve the target. High tariffs on Chinese imports, on the other hand, would lead to higher prices for customers and negatively impact the competitiveness of German carmakers.

https://blogs.lse.ac.uk/cff/2021/09/13/ask-the-experts-is-china-winning-the-electric-vehicle-race/

To sum up: In the first six months of 2021, China sold 912,000 full electric vehicles. This equals to 55% of worldwide sold battery-electric vehicles. For the full year, we expect 1.8 million BEV-sales in China. So the question is not whether China can win the race, but who will be second behind China – Europe or the USA?