The EV market is stalling: https://www.theatlantic.com/international/2025/11/china-elec...
The German car brands are better positioned than especially Americans are giving them credit for, especially people affected by Tesla's reality distortion field.
Heck, Toyota is better positioned than many believe.
They are just being cautious but they all have access to the relevant tech.
EVs will become the majority of cars sold in major markets in maybe 5 years, and BMW, VW, Mercedes, etc. all have relevant EVs and many types, and they will have even more by then.
They can't compete with subsidized Chinese EVs, but that will be solved soon as nobody wants to see a repeat of phone/smartphone industry destruction, but this time with cars. Yes, through tariffs and trade barriers.