Regarding EVs I agree with you, but I was referring to battery production.

As for Chinese production leading the charge, I also think that’s apt, but I’m referring to the availability of domestic alternatives for things such as military production, which seems to only being kickstarted recently compared to say the 2010s. Currently, it seems like compromises will have to be made in order to minimize reliance on imported batteries from China, which is not necessarily a problem for the consumer market, but may be for governments seeking isolationist policies for their self-sufficiency (EU, US).

There is still plenty of time for things to change of course, but there are plenty of missed opportunities along the way.