President Biden took a victory lap in South Korea over Hyundai's big U.S. new electric vehicle investments, but fresh analysis shows how far the U.S. lags behind in the global EV supply chain competition. Driving the news: "Electric vehicles are good for our climate goals, but they’re also good for jobs, and they’re good for business," Biden said in Seoul Sunday alongside Hyundai chairman Euisun Chung. The big picture: The South Korean auto giant is the latest of many automakers and battery producers to unveil U.S. investments recently. Yes, but: An International Energy Agency report Monday morning starkly captures something...