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Ford Energy Strikes Five-Year EDF Deal for Up to 20 GWh of Grid Batteries

The agreement signals a pivot into U.S.-assembled battery storage for large power users.

Overview

  • Ford Energy, which announced a five-year framework with EDF power solutions North America on Monday, gives EDF the ability to procure up to 4 GWh of DC Block systems per year for a total of up to 20 GWh.
  • Deliveries under the EDF agreement are expected to begin in 2028, setting an initial multi-year anchor for the newly launched storage business.
  • Ford’s flagship product, the DC Block, is a 20‑foot containerized battery system rated at 5.45 MWh per unit using 512 Ah lithium iron phosphate cells in 2‑hour and 4‑hour variants with liquid cooling.
  • Ford says it will assemble systems in the United States, with final assembly planned in Glendale, Kentucky, and it has outlined a 20 GWh‑per‑year production goal with roughly $2 billion of planned investment reported to scale.
  • Ford shares rose about 6%–7% in premarket trading after the announcement, as investors viewed the storage unit’s focus on utilities and data centers as a new growth avenue tied to rising power demand for AI.