There have been a few highly publicized situations where the pack gets damaged (road damage), and is not covered. The replacement is more the new car.
I think it’s overblown. A combination of it all just being new and getting figured out, and manufacturers selling the cars at a loss (for various reasons), but not the spare parts.
Crate engines sell for between $3000 and $12000 for cars. Transmissions $2000 to $5000. (Prices from the first source I found, a reasonable sample range but I suspect you can find things outside the range) In stock and ready to pick-up today at a warehouse near you.
I think it’s overblown. A combination of it all just being new and getting figured out, and manufacturers selling the cars at a loss (for various reasons), but not the spare parts.