I think we'll see a couple of changes -- one, the battery technology will improve two or three times over the next ten years, and the older EVs will look like buggy whips to the "gotta have new" crowd; two, production of EVs by European companies (VW for example) will rise in Europe and in North America, probably preferentially in Canada and Mexico, taking advantage of the USMCA. If China wants further penetration of the US market, EVs are a good way to do it, and they'll probably move production to Mexico and Canada.
I’ve been hearing the promise of EV batteries for over 10 years, and it’s always the idea that they’ll be improved by factors of 2 or 3 times. Years later, same promise, and no real results. FACT is that, there is only so much that a battery can be improved, and we might be now at the max of how much a battery can do.
But, why insist on producing a product that the vast majority of people reject? It’s not as if EVs are new and people will somehow and eventually get to love them. They are not like computers, where people never had them before some 30 years ago, and learned to love them and use them and need and want them. EVs are competing against liquid fuel vehicles, and as of today, there isn’t a single EV that is more cost-effective than an ICE car that is of comparative size and comparatively equipped. EVs have been tried for over 100 years, and they’ve failed to take hold, and there is nothing different this time around.