By Battery Power Online
December 16, 2025 | On Monday, Ford Motor Company announced plans to shift its Ford+ plan, which boiled down to a nearly $20 billion loss on its EV business.
“The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids and high-margin opportunities like our new battery energy storage business,” said Ford president and CEO Jim Farley in a press release.
Calling it an effort to “follow customers,” the OEM plans, “a decisive redeployment of capital” that includes adding hybrid and extended-range electric propulsion trucks and vans to its lineup while ceasing production of the current generation F-150 Lightning and a previously planned new electric commercial van.
Instead, Ford will expand powertrain choice — including a range of hybrids and extended-range electric propulsion — while focusing its pure electric vehicle development on its flexible Universal EV Platform for smaller, affordable models.
This next-generation architecture is engineered to underpin a high-volume family of smaller, highly efficient and affordable electric vehicles designed to be accessible to millions of customers. The first vehicle from the Universal EV Platform will be the fully connected midsize pickup truck assembled at Louisville Assembly Plant starting in 2027.
By 2030, Ford expects approximately 50% of its global volume will be hybrids, extended-range EVs and fully electric vehicles, up from 17% in 2025.
Launching a Battery Energy Storage System Business
Ford is launching a new business — including sales and service — to capture the large demand for battery energy storage from data centers and infrastructure to support the electric grid. Ford plans to repurpose existing U.S. battery manufacturing capacity in Glendale, Kentucky, to serve the rapidly growing battery energy storage systems market. This strategic initiative will leverage currently underutilized electric vehicle battery capacity to create a new, diversified and profitable revenue stream for Ford. The company also plans to invest roughly $2 billion in the next two years to scale the business.
The Kentucky site will be converted to manufacture 5 MWh+ advanced battery energy storage systems. Ford plans to produce LFP prismatic cells, battery energy storage system modules and 20-foot DC container systems at this facility. These systems are at the heart of the energy storage solution market for data centers, utilities, and large-scale industrial and commercial customers.
Leveraging more than a century of manufacturing expertise and licensed advanced battery technology, Ford plans to bring initial capacity online within 18 months, positioning the company to capture share in the growing U.S. battery energy storage systems market. Ford currently plans to deploy at least 20 GWh annually by late 2027.
