It's not just the U.S. and GM/UAW, it's becoming obvious everywhere now that automakers DO NOT have the battery supply they need to meet their emissions / carbon reduction goals. The solution: move the goal posts:
Germany reverses course, will count hybrids in 2030 electrification goal
VW's Diess recently admitted it's next to impossible for VW Group to build the 6 battery factories they'd need by 2030 to supply their production targets. So, a few bucks to politicians and SHAZAM no more need batteries...
I only trust Tesla on Climate; certainly National Governments CAN NOT be trusted to carry through on their commitments. Do you know why they held COP26 in Glasgow this year? Because 26 straight years of doing nothing on Climate action deserves a fine single malt to celebrate. /S