Only a few months after asserting a “radical” cut up construction putting its electrical automobile future in a brand new section referred to as Mannequin E, Ford is discussing extra particulars about sourcing battery manufacturing capability and the essential uncooked supplies to energy all of these EVs. Its run fee by late 2023 might want to assist the manufacturing of 270,000 Mustang Mach-Es, 150,000 Transit EVs, 150,000 F-150 Lightnings, and 30,000 models of a thriller all-new mid-size SUV destined for launch in Europe.
What it didn’t point out, nevertheless, is a report from Bloomberg on Wednesday indicating that the corporate is planning to put off as many as 8,000 individuals from the Ford Blue section that’s now chargeable for its legacy inner combustion engine-powered companies.
One a part of the plan revealed in the present day consists of updates for the batteries used within the Mustang Mach-E and F-150 Lightning EVs. It’s including lithium iron phosphate batteries (LFP) made by Modern Amperex Know-how (CATL) for the Mach-E in 2023, and the F-150 Lightning in 2024.
Ford says these can be out there alongside batteries with the present nickel cobalt manganese (NCM) chemistry, which is an analogous method to Tesla. In Tesla’s Q1 earnings report earlier this 12 months, the corporate mentioned “almost half of Tesla automobiles produced in Q1 had been geared up with a lithium iron phosphate (LFP) battery, containing no nickel or cobalt,” together with most traditional vary automobiles. Ford will take the identical method through the use of them for standard-range battery packs, taking part in to the strengths of the LFP batteries which are usually cheaper however aren’t as vitality dense.
Ford now says it has 100% of the battery cell manufacturing capability wanted to construct 600,000 electrical vehicles and vans yearly by “late 2023,” with the brand new packs, in addition to doubled capability at LG Power Resolution’s Wroclaw, Poland manufacturing facility and extra cell manufacturing capability from SK On.
Trying additional down the highway to its goal of constructing 2 million EVs globally by later 2026, Ford introduced a separate non-binding MOU with battery large CATL to “discover a cooperation” for constructing batteries throughout China, Europe, and North America. That’s along with beforehand introduced battery vegetation in Kentucky and Tennessee, in addition to agreements with mining firms to immediately supply essential uncooked supplies, together with “many of the nickel wanted via 2026 and past.”