Toyota Group megasupplier Aisin is grappling with how and when to shift to a new lineup of electrified products. Profits made from today's internal-combustion vehicles will lead to investment in EV products.

Japan's Envision AESC will invest $2 billion to build a battery-cell and module plant in Kentucky to supply Mercedes-Benz and multiple other automakers.

Huge investments are going into U.S. EV battery production capacity. But that will require upstream parts and materials that are not common to the North American industry.

Two years of disruptions caused by the pandemic, the microchip shortage and a wide range of supply chain challenges are prompting automakers and suppliers to pursue a better sense of where their parts are.

J.B. Straubel's broader goal is to move a huge chunk of the battery-component industry from Asia to the U.S., Bloomberg reported.