> A year ago they did not suffer massive shutdown due to supply chain issues, I think you will be seeing many manufacturers wanting more and closer control over the supply chain for their factories. This means ford will want battery manufacturers to be close to their F150 factories in the US, which likely means they will need to front some capital to get these companies to build said factories that do not exist today

Hence the article here where Ford announced massive battery plants in Kentucky and Tennessee closer to their other plants.

Though Ford's biggest supply chain issue right now is still processor chips. Maybe Ford also needs to also invest in a big semiconductor fab stateside. I know some minds in Kentucky and Tennessee that have wanted such a facility for some time, if Ford is interested.