The company’s Lexus brand will only sell electric cars by 2030 in China, Europe and the United States.
The company will make electric pickups at an existing plant and batteries at a factory built with a partner, a person with knowledge of the plan said.
Its battery supply chain runs through China, and that’s not changing any time soon.
Amid a shortage of new cars, many buyers have been forced to kick the tires of overlooked models and brands.
General Motors has recalled 141,000 Bolts to replace battery packs that can catch on fire because of manufacturing defects.
G.M. hopes to develop ride-hailing services that use autonomous cars, create insurance products and expand its defense contracting work.
The National Highway Traffic Safety Administration said battery fires in Tesla’s electric vehicles when no crash was involved were “rare events.”
The electric-car maker has weathered the global shortage of semiconductors better than more established rivals.
Vehicle makers shy away from traditional materials that are hard to recycle, like leather and plastics, and look to repurpose alternatives that still convey quality.
The recall now covers 2017-2022 models. The latest move, to add three more model years, will increase costs by $1 billion.