SK On reduces Georgia plant workforce by 37% as EV demand falls On March 6, several media sources reported that SK Battery America, a U.S. subsidiary of SK On, has laid off 958 workers at its plant in Commerce, Georgia, reducing its workforce by 37% to approximately 1,600 employees. The plant, which opened in January 2022 at a cost of USD 2.6 billion, had supplied cells for the Ford F-150 Lightning, which ended production at the Rouge Electric Ve...

News  Updated at: 2026/03/10

512 workers will be laid off "at that time or shortly thereafter." Ford, which expects it will take around 16 months to retool the plant, will reopen BlueOval SK Battery Park plant operations in 2027 with around 2,100 people. The Glendale plant had just begun producing batteries for the Ford F-150 Lightning in August, though that EV pickup will be replaced by a new variant with an extended range electric vehicle (EREV) powertrain. (multiple sou...

News  Updated at: 2025/12/30

Ford recalls 272,645 hybrids, EVs in U.S. over park function defect On December 18, Ford announced it is recalling 272,645 electric and hybrid vehicles in the U.S. because of a parking function problem that could lead to them rolling away. The U.S. National Highway Traffic Safety Administration (NHTSA) noted that the recall concerns 2022-2026 F-150 Lightning battery-electric pickups, built at the Rouge Electric Vehicle Center; 2024-2026 Mustang M...

News  Updated at: 2025/12/24

l as launch a new energy storage business. Ford said the moves will begin narrowing the financial losses for its Model e EV unit as soon as next year and make the business profitable by 2029. Rouge Electric Vehicle Center – Dearborn, Michigan      • Ford is officially discontinuing the F-150 Lightning as a fully-electric truck after production was halted in October as the result of a supplier aluminum plant fire.      • The plant will...

News  Updated at: 2025/12/17

ill use batteries from the BlueOval SK battery park, has been delayed to 2027. Meanwhile, the BlueOval SK battery plant in Stanton, Tennessee, will become owned by SK On. The Glendale battery plant began production in August 2025, but was operating below capacity due to declining sales of the F-150 Lightning full-size electric pickup truck. The restructuring is expected to be completed in the first quarter of 2026. In a statement SK On said, "Tak...

News  Updated at: 2025/12/12

esults in November: GM fell 10.6% y/y, Ford slipped 0.6% y/y, and Stellantis rose 7.8% y/y. Ford was hit by reduced output of the F-Series after the Novelis plant fire disrupted aluminum-panel supplies (F-Series sales dropped 9.6%). Ford’s EV sales plunged 60.8% y/y to 4,247 units, with the F-150 Lightning down 72.4% to 1,006 units. Hybrids, however, rose 13.6% to 16,301 units. Tesla volume dropped 30.7%, marking a second consecutive steep decl...

News  Updated at: 2025/12/03

Ford reportedly considers canceling electric F-150 Lightning pickup Ford executives are considering canceling the electric version of its F-150 pickup truck, the Wall Street Journal reported on November 6, citing people familiar with the matter. Ford is considering the move due to low demand and USD 13 billion in total EV losses since 2023. However, no final decision has been made on the F-150 Lightning, according to the sources. Ford ‌declined...

News  Updated at: 2025/11/07

plant should be back online by late November or early December while it continues sourcing hot aluminum bands from other Novelis locations in the U.S. and Europe. Galhotra said Ford expects to lose between 90,000 and 100,000 units of production in Q4, and would not provide an estimate of when F-150 Lightning production at Ford's Rogue Electric Vehicle Center in Dearborn, Michigan, which was idled earlier in October, will restart, saying “Whenev...

News  Updated at: 2025/10/25

ssembling more than 45,000 additional F-150 gas and hybrid trucks in 2026, with a new third crew of 1,200 employees. Elsewhere at the Ford Rouge Complex, Ford will add 90 employees at Dearborn Stamping Plant and 80 employees at Dearborn Diversified Manufacturing Plant to support the increase. F-150 Lightning assembly at the Rouge Electric Vehicle Center will remain paused as Ford prioritizes gas and hybrid F-Series trucks, which are more profitab...

News  Updated at: 2025/10/24

levels, due to the previously reported fire at the Novelis aluminum plant in Oswego, New York. Ford has already paused production of several other models as a result of the fire, but now, it’s impacting Ford’s most important vehicle. The list of affected vehicles so far includes the Ford F-150 Lightning at the Rouge Electric Vehicle Center, Ford Expedition and Lincoln Navigator production at the Kentucky Truck Plant, and production of the Fo...

News  Updated at: 2025/10/22

to issues with its aluminum supply chain used in its body panels. The pause is currently slated to last one week, according to the memo, but Ford is also pulling forward scheduled downtime from later in the year to compensate. This follows news announced last week that production of the Ford F-150 Lightning at the Rouge Electric Vehicle Center is paused also the same week, in both cases because of the Novelis aluminum plant fire in New York in S...

News  Updated at: 2025/10/16

Ford idles F-150 Lightning production after Novelis aluminum plant fire A memo sent to workers at Ford’s Rouge Electric Vehicle Center in Dearborn, Michigan notified that production of the Ford F-150 Lightning will be paused the week of October 13. The news was subsequently confirmed by administration of the plant that the shutdown is a direct result of the fire at Novelis’ aluminum plant in Oswego, New York, which provides around 40% of the ...

News  Updated at: 2025/10/11

19.8%, and represented 15.7% of Ford’s Q3 sales, up from 13.5% in Q2. YTD electrified sales reached 242,298 (+16.5%).     •    Ford EVs achieved a new quarterly sales record with 30,612 sales (+30.2%), with Mustang Mach-E recording its best-ever quarterly sales: 20,177 (+50.7%), and F-150 Lightning reaching a third quarter record 10,005 pickups (+39.7%).     •    Hybrid sales hit a Q3 record at 55,177 vehicles, with F-150 Hybrid ...

News  Updated at: 2025/10/02

Ford F-150 Lightning lineup adds rugged STX model for 2026 On September 8, Ford announced that for 2026, it will be offering a new F-150 Lightning STX model that is more rugged and has more range than the standard range XLT. The model replaces the previous XLT and comes equipped with dual motors and an extended range battery, targeting an EPA-estimated 290 miles of range, 536 hp and 775 lb.-ft. of torque, as well as a standard rear e-locking diff...

News  Updated at: 2025/09/11

Ford BlueOval SK Battery Park officially seeking to sell excess capacity Production began on August 19 at the BlueOval SK Battery Park site in Kentucky, a joint-venture between Ford and SK On, with the first battery rolling off the line destined for a Ford F-150 Lightning. BlueOval SK in Kentucky had already scaled back its output capacity plans amid a slowdown in EV demand. BlueOval SK Battery Park was originally slated to employ 2,500 workers a...

News  Updated at: 2025/08/30

BlueOval SK begins battery production at Glendale plant BlueOval SK announced that it began battery production at its first plant in Glendale, Kentucky on August 19, 2025. The Kentucky 1 battery facility will produce batteries for the Ford F-150 Lightning and the extended range Ford E-Transit. BlueOval SK was established in July 2022 as a joint venture between Ford and SK On. The two companies invested USD 11.4 billion in the development of two b...

News  Updated at: 2025/08/21

   Market share: estimated 14.3% (+1.8 ppts quarter over quarter)   •    Total pickups (F-Series, Ranger, Maverick): 288,564 (+15.1%)   •    F-Series sales climbed 11.5% to 222,459 on the broadest lineup of gas, diesel, hybrid, and electric powertrains in the segment. F-150 Lightning sales were down 26.1% however, to 5,842 units.   •    Maverick recorded an all-time-best quarter with 48,041 trucks sold (+26.3%)  ...

News  Updated at: 2025/07/02

of the company’s Q2 quarterly sales release. GM has not been reporting sales on a monthly basis since March 2018.  To compare, Ford, which still reports monthly sales, sold 34,132 vehicles during the same five month time period across its EV lineup, which includes the Ford Mustang Mach-E, F-150 Lightning and E-Transit van. GM’s large YoY EV increase came in part with the launch of Cadillac's Optiq and Vistiq vehicles, and increased availabi...

News  Updated at: 2025/06/10

oss all powertrains, the company’s best May since 2019 and the third straight month of sales gains.  At Ford, sales of gas- and diesel-powered vehicles, which represented 87% of sales, grew 17% in May compared to a year ago. Hybrids were up 29%, though EVs fell by a quarter as sales of the F-150 Lightning pickup and E-Transit commercial van declined 42% and 93%, respectively. Among models, F-Series pickups increased almost 15%, Ranger sales gr...

News  Updated at: 2025/06/04

Ford recalls 40,910 F-150 Lightnings in U.S., Canada for control arm issue On May 30, Ford Motor Company announced it is recalling 29,501 2024-2025 F-150 Lightning BEV pickups in the U.S. In documents posted by the U.S. National Highway Transportation Safety Administration (NHTSA), Ford says that the upper control arm ball joint nut may not have been tightened properly, allowing the front upper control arm to detach from the knuckle assembly. The...

News  Updated at: 2025/06/04