In Tesla’s annual shareholders’ meeting, held Thursday, CEO Elon Musk pointed to the supply chain—and batteries in particular—as related to the delay of the company’s electric pickup, the Cybertruck.

There’s not much more frustrating than discovering that your four-wheeler or ATV won’t start when you are fixing fence in the far pasture and it’s a 2-mile hike home, or you drove out to check on the ...