China will create epic numbers of disposable EV's using up scarce resources, but they will never make it here due to them having no reason to ship them out, and safety standards.
European brands(mostly German) are going to gradually replacing much of Tesla's market share. Brands like Fiat may provide some compact cheap EV's, but they will mostly be the domain of Europe. American and Japanese brands will occupy the middle ground. Most of these EV startups like Rivian aren't going to stay around. They'll either go bankrupt, or get bought by Ford and GM and get value engineered into boring-mobiles.
That's the Fuzz 15 year EV outlook.
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