TL; DR

In the United States, electric vehicles (EVs) are struggling in fascinating ways right now.

On the one hand, U.S. EV adoption is slowing. On the other hand, growth may resume suddenly but not surprisingly. Both the slowdown and pockets of success are playing out exactly like several innovation theories would suggest:

Disruption theory documents how new incumbents (in this case Chinese EV companies) work their way up-market. The Adoption Curve predicts the difficulty of "jumping the [adoption] chasm" between early adopters and main stream users. And The "Three Deaths" describe how impactful innovation struggles at any point and in all ways until mass adoption, not just post-launch or with users.