"One could argue that the challenges that we faced with regard to the availability of chip fabrication in the United States is, in some ways, a precursor for the EV supply chain," Bozzella said. "In other words, do we have a resilient supply chain (with) access to raw materials and components to be able to produce (batteries or microchips) here in the United States to be able to reach levels of 50 percent by the end of the decade?"
As of right now, no. But there are signs of hope.
According to data from the Alliance for Automotive Innovation, auto makers and their battery partners have invested $94.2 billion to expand production. Battery plant capacity is set to grow by 403 percent by 2025.
Berube is one who chooses to remain optimistic. Afterall, he said, the government has made significant strides in the last several years. Not only has it organized 17 federal departments around this single vision of exponentially expanding the number of EVs sold, it has passed legislation to provide needed funding.
"The infrastructure law last year, it is not an accident that there was $6 billion in that specifically for battery supply chain," Berube said. "I think we have the strategy in place, I think we have the funding to start executing it."
And in the end, it is all of those steps forward—the investments from business, the support of the government and the demand from consumers—that gives Berube hope that the U.S. will meet its goal.
"The reason I say, yes, we are going to make it, is when I look across industry. I look across the supply chain, state governments, local governments—all of the pieces are in place, the competitive forces are aligning to get there," he said.
" … We have (to) lay that plan out, every step, and there may be 1,000 steps between here and the end point," Berube added. "We just have to lay them out, knock them down, keep pushing and doing all those things. But I see that all the pieces are in place, and I think that we are definitely going to get there."