if the cartel known as Big Auto resists the change to EV and continues to only make ICE vehicles while their lobbyists convince congress critters to enact legislation making it illegal to import foreign EVs, then it doesn't matter what the rest of the world is doing now does it?

When you're the young upstart company playing David to Big Auto's Goliath, you need to make cars that people want and can afford. After that, having a fanatical leader that turns even the most ardent of EV fans away is also not a good for business. Since they can't make cars that people can afford and then decide to make cars that people don't want and you have a mentally unstable drug addled person in charge of the company constantly lying about the abilities of the cars, your David is just going to get slaughtered.