I'm guessing LG Chem is on allocation, with Bolt getting what Bolt needs to keep its lines running. That then leads to my guess that that situation with being a contractually obligated GM supplier is what's behind Kona's production logjam.
Tesla is in a unique position of having one vehicle per target segment, while a Chevy dealer has several per segment.
They see Bolt as a car model, not as a ecological statement or a lifestyle choice. Could they sell as many Bolts as Model 3's? Probably not, because most early adopters of EVs are personalities that root for the underdog and have a vendetta against tailpipe makers.
The Chevy dealer here in the Pacific Northwet told me they're selling well, but this area is renowned for its tree-huggers and for "keeping it weird." The State's EV incentives are not too bad and include a "cash for clunker" EV incentive payout as well. I can get a new Bolt for the same, or less money, than my build, lol, if I scrap one of my parts cars.