Overview
- Ford has formed Ford Energy and signed a five-year framework with EDF Power Solutions to deliver up to 20 gigawatt-hours of battery energy storage systems, with annual volumes reaching about 4 GWh.
- Ford Energy’s flagship offering is the DC Block, a 20-foot, roughly 5.45 MWh containerized system using 512 Ah LFP prismatic cells and liquid cooling that the company plans to assemble in the United States.
- The company plans to retool its Glendale, Kentucky facility with about $2 billion of investment and to license CATL LFP cell technology to meet U.S. content and tax-credit rules.
- Wall Street reaction split after the announcement with Morgan Stanley projecting about $600 million of incremental annual EBIT from the business while other analysts cite one-time items, commodity cost pressure, and execution risk.
- Ford aims to begin deliveries in 2028 as it tries to turn EV-era battery investments into a new revenue stream that could create U.S. manufacturing jobs and position the company in utility and AI-driven data-center power markets.