China wants access to their cobalt of course.
Capital is perhaps not quite as easily available as it is in the valley and theyre not buying Teslas on credit but they're still transitioning to electric vehicles.
Also those poor countries benefit from richer countries giving up on otherwise good cars because they are not new anymore. If you are going to buy a new car, EV is the way to go, but if you can accept a used car ICEs will still be the way to go for a bit longer.
Of course this assumes average person in whichever country. the rich will do what they want, and EVs are cheap enough that they won't really care if it makes economic sense if they want one.
Chinese manufacturers already have found ways to produce sub-USD$1000 EVs. They barely meet US "standards", of course, as they aren't massive beasts of steel for a family of four girthy people, intended for a daily commute across the Ozarks, and cargo/towing capacity for thousands of pounds. But, they are a game changer for small, poorer families already in China and places that can easily import from China. As economies of scale continue to increase and Chinese car exports increase at world scale, there's in theory going to be an incredible step change just based on cars already available on Alibaba and before considering the effects that will have on car manufacturing competition.
It is better to have a new sub $1000 car, or the very used car with a lot more luxury features (you know at purchase time if they work). That isn't a clear cut choice. Also we don't know how long those cheap new cars will last - it could be a lot more expensive than buying the used car with a good supply chain of parts and a proven history of being maintainable (remember that in these countries people are more likely to be willing to do the work), the new EV could well be a lot more expensive in the long run depending if it isn't well built.
There are fewer moving parts in most EV designs, so my impression is that a "good supply chain" of ICE parts is still a "great supply chain" of EV parts. Most electric motors are expected to outlast the cars they are inside and rarely/never need direct maintenance. The biggest unknown in long term maintenance of EVs is batteries, and right now in general modern EV batteries are exceeding expectations which is why it is still such a long term "unknown" because overall statistically batteries are lasting 15+ years in cars and it might not be surprising if they last longer than that we're only just now getting to cars old enough to start to see real world age on the batteries.
Capital is readily available for the middle-class people living in middle-to-high-income countries (most of those people also happen to be white), the rest of the world (mostly non-white people) don't have easy access to capital in order to improve their electric grid.