this actually all makes perfect sense. The idea that the market would jump right to 100 EV instead of bridging though hybrids and plug-in hybrids was never the most rational concept. But part of what was driving it was that the manufacturers *wanted/hoped* to make the jump because hybrids are more expensive to build, and to maintain capability to service, so Ford and GM - who hadn't yet made really big commitments to hybrids, really wanted to to skip right past them. Buyers have other ideas.
The other thing I think is true is that engineering sense finally began to penetrate with the decision makers. Vehicles with huge batteries for long ranges don't make a lot of sense - too much weight penalty. Far better to go with smaller batteries and a better build out of the charging infrastructure. The plug-in hybrid is a really good solution for big slice of the market who commute distances that can be reached without firing up the IC engine.
This all reduces the short term demand for battery production.