Well, perhaps, but the time for the followers in the field to push on EV manufacturing capability has been the past 5-10 years. And the US majors are all followers, not leaders. About two years ago they all put out press releases saying "we are not seeing EV sales so we are pulling back on manufacturing" meaning "we couldn't figure it out and are scared so we are abandoning our future."

With the strangle hold that these industries have on getting the government to bail them out, we are in a really bad position on the national level. We have let bad politics and weak management override good economic decision making.