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but the critical thing is the supply chain, the battery manufacturing is moving to areas of renewable electricity. so this figure is going to improve. henry, as we know, china, it is of course the dominant player, notjust in making evs, but also supplying the batteries. but the us in particular sees chinese evs as a threat to its own auto industry, and it's offering incentives to car owners to buy non—chinese vehicles, also to carmakers to source batteries elsewhere. do you think that'll work, or is china simplyjust too big and too advanced in this field? the west face a fundamental contradiction which is getting ever, ever increasingly more difficult to resolve, which is do we want more sales of electric vehicles? because at the moment, china is the only country, its car companies are the only companies that can make cheap, mass market electric vehicles that could really spur mass market adoption in the west.

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