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3d ago

Ford Launches Ford Energy to Target 20 GWh of U.S.-Made Grid Batteries

The pivot targets fast-growing U.S. grid storage demand.

Ford’s New Battery Container Is Here To Take On The Tesla Megapack: Energy Storage Systems
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Ford's previous involvement in the energy storage space was its tie-up with Sunrun to add vehicle-to-X capabilities to the now-discontinued F150 Lightning Electric truck. Image: Sunrun/Ford.
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Overview

  • Ford disclosed Monday it had formed Ford Energy to sell containerized lithium-iron-phosphate battery systems, with first customer deliveries planned for late 2027.
  • The flagship DC block fits a 20-foot container and uses 512 Ah LFP cells, with two-hour (FE-250) or four-hour (FE-450) configurations rated at about 5.45 MWh each.
  • Production is slated for Ford’s repurposed Glendale, Kentucky site with a projected 20 GWh per year and about $2 billion in new lines for cells and enclosures to qualify as U.S.-assembled.
  • Ford is pitching the systems for utilities, data centers, and heavy industry as renewables and AI computing drive new power needs and push operators to add storage for reliability.
  • The plan enters a market led by Tesla, which deployed about 46.7 GWh in 2025 and targets higher Megapack output in 2026, leaving Ford’s pricing and ramp as key open questions.