Global light vehicle market is almost 90 million units/pa. Ship every unit you can to every market that will accept those units (Tesla does this today, recalibrating exports as demand and incentives change; China built units are currently being offloaded in Canada due to demand sag). Of course you're going to have less sophisticated economies (who did not prioritize rapid investment in building EV manufacturing capacity up) upset you made prudent supply chain and manufacturing investments while they allowed their domestic concerns focus instead on profits (see: near term historical developed automaker share buyback volumes). If the US and Europe close their markets to Chinese EVs, Chinese EVs will consume any overseas TAM US and Europe automakers had a chance at (Mexico, Central and South America, parts of Asia and Africa, etc).

Global factory to the world being the factory to the world and the unsophisticated are all surprised pikachu. US economy is only ~18M units/pa, Europe ~10.5M units/pa, the rest of the world (~60M units/pa) is for the taking under strong trade protectionism regimes. This ignores the potential global TAM increase due to lower cost EVs inducing previously unaccounted for demand.