https://www.nytimes.com/2020/02/04/business/hyundai-south-korea-coronavirus.html The coronavirus is providing a lesson in how much the world’s car factories revolve around China. Hyundai, the world’s fifth-largest automaker, said Tuesday that it was temporarily stopping production lines at its factories in South Korea because of shortages of Chinese parts. The Hyundai shutdowns — the first factory lines to be idled outside China — could portend much more serious disruptions in the complex networks that supply automakers with essential components and materials. This isn't EV specific, of course, and it hints at similar issues for other automakers.
Tesla is in the same situation: https://www.theverge.com/2020/1/29/21114377/tesla-coronavirus-delay-production-factory-china I suspect most China manufactured products will see delays as well.
something like this will stop many just in time production lines. many carry a few pieces made in china with the new year holiday there may have been stockpiling for maybe a week, but that excess is running out. and 3000 flights a day cancelled is pummeling oil prices too. drops another $40 it might compete with electric.
in contrast, Geely continues to develop its products. Cars with COVID-19-proof air filters like the Geely Azkarra, Geely Icon. https://philkotse.com/market-news/geely-to-develop-cars-that-are-impenetrable-by-viruses-6356
By the time this hits the market, COVID will be in the rear view mirror. But I would note that they also talk about filtration of smoke from things like wildfires.