Overview

• Ford will invest roughly $2 billion to convert its Louisville Assembly Plant and about $3 billion at its BlueOval Battery Park to produce CATL-licensed prismatic LFP cells on U.S. soil.
• The Universal EV Production System abandons the century-old moving line in favor of three parallel sub-assembly branches, reducing parts by 20%, fasteners by 25% and workstations by 40%, and cutting assembly time by up to 40%.
• A four-door electric pickup targeting a starting price near $30,000 is slated for a 2027 launch, promising more interior space than a Toyota RAV4, a front trunk, standard bed and roughly 0–60 mph acceleration in 4.5 seconds.
• Ford says the combined investments will create or secure nearly 4,000 U.S. jobs, including about 2,200 hourly roles at the Louisville plant and positions across the battery park supply chain.
• Analysts caution the $5 billion “Model T” bet carries material execution, demand and regulatory risks, including potential loss of federal incentives if rules restrict China-linked battery technology.