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4w ago

Ford Stock Soars After Wall Street Backs New Ford Energy Unit

Analysts call the U.S.-built storage push a profitable pivot from idle EV battery capacity.

Ford’s New Battery Container Is Here To Take On The Tesla Megapack: Energy Storage Systems
A Ford logo on a Ford F-150 pickup truck for sale in Encinitas, California, U.S. October 20, 2025. REUTERS/Mike Blake/File Photo
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 shares jumped about 13% on Wednesday after a Morgan Stanley note highlighted profit potential of roughly $500 million to $600 million at 20 GWh of output.
  • Ford launched Ford Energy on Monday to sell large battery storage systems to utilities, data centers and industrial customers across the United States.
  • The company targets 20 GWh of annual capacity, plans first deliveries in late 2027, and is investing about $2 billion to retool its Glendale, Kentucky plant.
  • The flagship DC Block is a 20-foot container using 512 Ah lithium iron phosphate cells in two- and four-hour versions that each store about 5.45 MWh and are designed for 20-year service.
  • Ford says U.S. assembly and licensed CATL technology aim to meet domestic-content rules and qualify for energy-storage tax credits in a market now led by Tesla’s Megapack.