Well Duh! GM Mary Barra Says Battery Supply Chain Needs To Be Better Than The Semiconductor

General Motors is working to build a resilient battery supply chain as it moves into the next phase of electric vehicle development, drawing on lessons learned during the ongoing semiconductor shortage, CEO Mary Barra said Thursday.

The automaker wants battery suppliers, many of which are new to working with GM, to source from multiple locations as it begins to secure materials for EV production starting in 2026, Barra said at an Automotive Press Association event in Detroit. GM learned from its approach to securing microchips for future production so the company is not as reliant on any one factory, she said.

Adding redundancy in the supply chain would help to prevent production stoppages created by issues at a single supplier, such as the COVID-19 outbreak that took a Malaysian chip factory offline last year. It also will be crucial as vehicles require more chips to power the software and technology built into them, she said.

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