Only if all your narritives revolve around the US. The Chinese EV industry was shaped by other things. Perhaps investigate the trajectory of battery manufacturers like CATL which were independent of Tesla.
For example in the 2010s in Shenzhen they increasingly switched to electric two-wheelers (in part due to historical bans on petrol powered motorbikes).
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Only if all your narritives revolve around the US. The Chinese EV industry was shaped by other things. Perhaps investigate the trajectory of battery manufacturers like CATL which were independent of Tesla.
For example in the 2010s in Shenzhen they increasingly switched to electric two-wheelers (in part due to historical bans on petrol powered motorbikes).