Ford Energy Secures Five-Year EDF Deal for Up to 20 GWh Storage
Ford Energy secured a five-year, up-to-20 GWh framework with EDF Power Solutions North America, delivering up to 4 GWh of DC Block battery storage annually starting 2028 from its Kentucky plant. The pact highlights Ford’s shift from a $19.5 billion EV write-down to industrial-scale storage and boosted shares about 3.6%.
1. Deal Framework
Under a five-year agreement, EDF Power Solutions North America can purchase up to 4 GWh of Ford Energy DC Block battery systems annually, totaling 20 GWh. Deliveries are slated to begin in 2028, with assembly at a converted Glendale, Kentucky plant targeting late 2027.
2. DC Block System Features
Each containerized DC Block unit offers 5.45 MWh capacity using 512 Ah lithium iron phosphate prismatic cells, with optional two-hour or four-hour discharge. Systems support frequency regulation, energy trading, peak load shifting and microgrid integration, and feature liquid-cooled thermal management.
3. Strategic Pivot
Ford Energy launch follows a $19.5 billion write-down on EV programs and cancellation of planned electric models, redirecting battery manufacturing infrastructure to grid-scale storage. The partnership aims to position Ford as a reliable BESS supplier with industrial-scale output and full lifecycle accountability.
4. Market Response
Ford Motor shares climbed about 3.6% in premarket trading on the expansion into energy storage, while EDF Power Solutions North America brings experience with 26 GW developed and 17 GW under service contracts across North America.