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Ford Shifts Kentucky Battery Capacity to Stationary Energy Storage

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Ford created Ford Energy to sell complete stationary battery systems to utilities, data centers and industrial customers, and is spending about $2 billion to convert Kentucky EV capacity from nickel-rich pouch cells to large-format LFP prismatic cells, modules and containerized systems. The company targets at least 20 GWh of annual stationary storage capacity by late 2027 while reducing EV and Ultium production and taking about $7.6 billion in 2025 charges.

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