EVs are not only produced in the USA and China, but in the EU, UK, Korea and Japan.
Finally, most of what we're seeing with Tesla sales is _individual_ purchasing decisions, not strategic moves by governments... yet. We'll see, of course.
_Is_ China less trustworthy, though? I mean, it hasn’t threatened to invade bits of Europe, so there’s that.
FWIW, I don’t think that US brands other than Tesla are seeing hits of the same size (though, with the exception of Ford, they’re kind of rounding errors anyway, and Ford isn’t relevant in the EV market). Tesla has special problems; no other US car manufacturer CEO, or for that matter Chinese car manufacturer CEO, has recently been prancing around on TV doing Nazi salutes, and no other US car manufacturer CEO is part of Trump’s government. I’m not sure that Americans understand the degree to which Trump is disliked in Europe, particularly in Western Europe where most of the market for electric cars is.