Overview

• BlueOval SK began commercial output on Aug. 19 at its Glendale, Kentucky plant, with initial batteries designated for the F-150 Lightning and the extended-range E-Transit.
• CEO Michael Adams said securing external customers is a high priority, citing potential buyers from energy storage to other automakers, while any reported talks with Nissan have not been confirmed.
• The joint venture cut expected staffing at the Kentucky facility to about 1,450 from 2,500 as it moderates its ramp.
• Plans for a second Kentucky plant are paused, and the Tennessee site remains in the pipeline with timing still under review.
• Ford is pivoting to lower-cost EVs using Michigan-built LFP cells licensed from CATL on a new Universal EV platform targeting first deliveries in 2027, with U.S. EV sales down nearly 10% year to date and a $7,500 credit nearing expiration.