I am not sure what Federal funds are available to advance EV. The funding of SILA and Group 14 seems on track. I would put money on Lyten and Li air. Why? Both can support 3X energy density and lower cost. Li air is a long term project but Lyten is short term. They are already supported by DOD and Stellantis. I wonder if 5x boost in funding would accelerate the date for mass production. Of course it could be they have all that is needed.
In any case the US needs to have world class EV batteries with 100% US materials. Same for EU.
China can complete once the US is on an equal footing and not subject to their whims.