Overview
- Ford Energy and EDF power solutions North America signed a five-year framework Monday that lets EDF buy up to 4 GWh of battery energy storage systems per year, with deliveries starting in 2028.
- The flagship unit, called the DC Block, is a 20-foot container rated at 5.45 MWh that uses 512 Ah lithium iron phosphate cells and comes in two-hour and four-hour versions for grid support and backup power.
- Ford launched the storage unit earlier in May to sell U.S.-assembled systems to utilities, data centers, and large commercial customers, with its first customer deliveries targeted for late 2027.
- Industry reporting says Ford is aiming to deploy about 20 GWh per year and plans roughly $2 billion to scale production for the new business.
- Shares of Ford rose about 6% to 7% in premarket trading after the EDF agreement was announced, reflecting excitement about new demand tied to power-hungry AI data centers.