Ford Energy Wins 20 GWh EDF Battery Deal as EV Slowdown Redirects Factory Capacity
Updated
Updated · Detroit Free Press · May 18
Ford Energy Wins 20 GWh EDF Battery Deal as EV Slowdown Redirects Factory Capacity
6 articles · Updated · Detroit Free Press · May 18
Ford Energy signed its first customer agreement—a five-year framework with EDF Power Solutions North America to supply grid-scale battery storage systems starting in 2028.
EDF can procure up to 4 GWh a year, or 20 GWh over the term, giving Ford an early anchor customer for a business created to absorb underused battery-plant capacity.
Stagnant EV demand pushed Ford to launch the unit last December and repurpose output from Kentucky and Marshall, Michigan, where facilities built for EV batteries can also support storage products.
Ford has not disclosed whether EDF is committed to buy fixed volumes, leaving some uncertainty over how much manufacturing capacity the agreement effectively locks up.
The deal advances CEO Jim Farley's plan to deploy at least 20 GWh of storage annually, a business Morgan Stanley recently said could reach $346 million in EBIT by 2028.
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