> The US administration has basically told them to do so.

Any US automaker relying on Trump staying in office is playing with fire. Yes, you may see reduced or zero press releases and budgets for EV research being "reallocated" on paper so the toddler in chief doesn't get a public tantrum - but assuming there will be free and fair elections this year, it is highly, highly likely that Congress will be solid blue and reinstate a lot of what Trump has cut down, only this time as an actual law that is far harder to cancel than executive orders.

And everyone not hedging for this possibility will wreck their company's future.