>When people talk about the "reliability" of EVs

I haven never heard of somebody talking about the "reliability" of a car, or any other durable good, in reference to the reliability of its supply chain. Saying that a product has a fragile supply chain is not a valid counterargument to somebody touting its reliability.

"EVs have an especially fragile supply chain" could be a true statement on its own, but "EVs have a fragile supply chain, therefore they're unreliable" is only true if we use a different definition of "reliability" than people typically use in the context you gave.