Ford’s new energy storage unit will convert underutilized Kentucky and Michigan EV battery plants into LFP-based systems, targeting 20 GWh annual capacity by late 2027 and backed by an EDF Power Solutions 20 GWh framework. GM’s sodium-ion grid storage partnership with Peak Energy, trialing production in 2028, raises competitive pressure.
Ford has established a dedicated energy storage subsidiary to repurpose its underutilized EV battery plants in Kentucky and Michigan into lithium-iron-phosphate (LFP) battery energy storage systems (BESS). The subsidiary targets 20 GWh of annual capacity with first system deliveries scheduled for late 2027.
The new unit has secured a framework agreement with EDF Power Solutions for up to 20 GWh of BESS supply, positioning Ford to sell grid and industrial storage solutions over the coming years. This deal leverages existing plant infrastructure and aims to generate incremental revenue from idle battery capacity.
General Motors’ partnership with Peak Energy to develop sodium-ion cells for grid storage, with trial production slated for 2028, underscores growing competition in stationary storage. GM’s parallel collaboration with Redwood Materials on second-life EV batteries further challenges Ford’s push into the market.
