> You are correct that China is the number one market in terms of BEV sales, but the US is number two, selling more than 3-5 combined.
This is incorrect, unless you're viewing the US as a single market but the EU as multiple (which, I mean, ah, you do you, but that doesn't make any sense from an industry perspective). Last year about 1.3 million BEVs were sold in the US (a minor decline from 2024), 1.9 million BEVs were sold in the EU (up 33% YoY). In Europe more broadly defined, 2.5 million BEVs were sold (in practice, the industry largely treats EU+EFTA+UK as one market). In China, 8 million were sold, up about 25% YoY.
You can, ah, perhaps see why the US is not a top-priority market for the industry. In practice, the US _will_ get many of these Toyota models, or some variant thereof, but later. You mention VW, but they, too, treat the US as a second priority BEV market; their electric cars generally come out about a year late there if at all. Hyundai does release in the US at the same time as elsewhere (when they release at all; the Ioniq 3 will not be available in the US, for instance, because the US does not buy small cars in significant numbers).
