Ford ends production of the F-150 Lightning electric truck and launches battery business for data centers and power grids
On December 15, 2025 local time, Ford announced that it would change its electric vehicle (EV) manufacturing plans and end production of the fully electric vehicle (EV), the
Ford Follows Customers to Drive Profitable Growth; Reinvests in Trucks, Hybrids, Affordable EVs, Battery Storage; Takes EV-Related Charges
https://www.fromtheroad.ford.com/us/en/articles/2025/ford-reinvests-trucks-hybrids-affordable-electric-vehicles
Ford is starting a battery storage business to power data centers and the grid | TechCrunch
https://techcrunch.com/2025/12/15/ford-is-starting-a-battery-storage-business-to-power-data-centers-and-the-grid/
Ford has announced that it will end production of its F-150 Lightning electric truck and will convert its Tennessee EV factory to produce gasoline-powered vehicles.
Additionally, Ford announced that it will launch a battery energy storage business, leveraging its factories in Kentucky and Michigan and its cutting-edge
Ford plans to invest approximately $2 billion (approximately 310 billion yen) in its battery energy storage business over the next two years. The Kentucky plant will produce LFP batteries, battery energy storage system modules, and DC container systems using technology licensed from Chinese battery manufacturer CATL . The Kentucky plant will also manufacture small ampere-hour cells for residential energy storage solutions.
Ford is finally entering the battery storage market, but other automakers, such as Tesla and General Motors, are already operating battery storage businesses. Lisa Drake, Ford's vice president of Technology Platform Programs and EV Systems, explained that the primary customer for the battery energy storage business is the 'commercial power grid,' followed by data centers, and thirdly, home battery storage products.
'When we entered the market, it was clear that most of these customers were choosing LFP container systems,' Drake said. 'We already have a manufacturing license for LFP technology in the US and have over a century of experience in large-scale manufacturing. This combination makes LFP a natural and very logical choice for us.'
Ford announced that it is on track to begin LFP battery production at its Blue Oval Battery Park in Marshall, Michigan, in 2026. Ford's LFP batteries, which also incorporate CATL technology, will also be used in the company's next-generation medium-duty electric trucks.
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