"The relevant antitrust authorities" aren't going to be able to touch anyone who manufactures in China, and that is currently the centre of battery manufacturing. I have nothing against batteries and EVs and solar panels made in China. They are a huge benefit to humanity as a whole. But it should not be a chokepoint.

But the rest stands. The barriers aren't that high. How soon it is diversified, depends on how much attention the other countries and companies are paying.