> What EV markets outside the US/EU? south americans, the african continent, just to name a few. > it's difficult to find infrastructure to support EVs. sure

> What EV markets outside the US/EU? south americans, the african continent, just to name a few. > it's difficult to find infrastructure to support EVs. sure, but it doesn't mean it won't get built. What if china goes all in, and do the belt-and-road initiative v2, and build out those countries' infrastructure (and conveniently eliminate the soft power that the US would have there, such as financial power)? China has no real "defense" against financial power of the US (vis a vi sanctions), but they're surely doing something about it. And given the CCP's long term planning (for which they can, since they're authoritarian and don't need to cater for an election every few years), they can press for policies that play out long term.