The whole article seems like typical apologism to me. If you look at that graph showing thee difference in price for various components, the difference in "dis

The whole article seems like typical apologism to me. If you look at that graph showing thee difference in price for various components, the difference in "distribution" and "body and chassis" (in absolute dollars) is greater than the battery. Add to this China's ability to sell a car for $20K Australian, shows that it's not just the battery. And as noted in other comments, the US and Europe both also make a lot of batteries. The biggest problem is that incumbent equity holders just want to keep making more money, while making the same product. The rest (including the tariffs) is just apologism, and a distraction from the core facts. Of course everyone wants a car that's at least $80K! If GM shareholders aren't going to increase their returns, why would anyone even drive a car at all?!