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

Ford BlueOval SK Battery Park plant to close in February, reopen in 2027 Layoffs were announced on December 15 for the BlueOval SK Battery Park plant in Kentucky after Ford laid out plans for its modified EV strategy going forward. BlueOval SK CEO Michael Adams made the announcement in a video to employees, saying “The BlueOval SK battery park here in Glendale, which includes the Kentucky 1 and 2 plants will be owned and run by a Ford subsidiar...

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

Ford transitions EV strategy and plants in Tennessee, Kentucky, Ohio, Michigan On December 15, Ford announced a new revised strategy for its EV and ICE efforts that will enable the company to face the changing marketplace and accelerate margin improvements across its Ford Model e, Ford Pro and Ford Blue divisions, as well as launch a new energy storage business. Ford said the moves will begin narrowing the financial losses for its Model e EV uni...

News  Updated at: 2025/12/17

SK On, Ford to break up U.S. battery joint venture On December 11, SK On announced it and its joint venture partner Ford mutually agreed "to restructure their U.S. EV battery manufacturing joint venture, BlueOval SK" as SK On directs its business to focus on growth areas including energy storage systems. As a result of this restructuring, the BlueOval SK Battery Park (two battery plants) in Glendale, Kentucky will become wholly owned by a Ford s...

News  Updated at: 2025/12/12

ce: Bureau of Economic Analysis: BEA） Total inventory at the start of November stood at 3.14 million units, up from 2.8 million a month earlier, with days’ supply rising to 70 from 67. As of the end of October, brands with higher inventory levels included Lincoln (95 days), Ram (95), Jeep (89), Ford (82), Buick (71) and GMC (71). Among Japanese brands, Acura had 89 days, Nissan 76 and Mazda 66. VW posted 102 days among European brands, while ...

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

Ford execs look ahead to challenges after posting profitable Q3 results On October 23, after releasing Q3 financial results, Ford executives offered information on Ford’s moves forward after a challenging, but profitable quarter. Revenue in Q3 2025 was up 9.7% from the same period last year to USD 50.2 billion, while net income increased 174.3% YoY to USD 2.4 billion. Operating income increased 77.0% YoY to USD 1.6 billion, and adjusted EBIT wa...

News  Updated at: 2025/10/25

Ford to boost F-150, Super Duty production in 2026 after Novelis fire On October 23, Ford announced plans to significantly increase F-150 and F-Series Super Duty production by more than 50,000 trucks in 2026, ramping from the first quarter of 2026, to meet demand and recover production losses due to the fire at supplier Novelis’ Oswego, New York, aluminum plant, which supplies the material for Ford truck body panels. Dearborn Truck Plant will t...

News  Updated at: 2025/10/24

Ford F-150 production cut in half at Dearborn Assembly after supplier fire On October 20, Ford reportedly told its suppliers that it plans to build around 530 Ford F-150 pickups daily at its Dearborn Assembly plant, Michigan, until October 27, which is approximately 55% lower than its typical 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...

News  Updated at: 2025/10/22

Ford Expedition, Lincoln Navigator production paused in Kentucky after aluminum plant fire Ford informed workers at its Kentucky Truck Plant that it will be pausing production of the Ford Expedition and Lincoln Navigator beginning the week of October 14, due 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 fr...

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

Ford’s U.S. sales rise 8.2% in Q3 with record EV, hybrid sales On October 1, Ford Motor Company announced that it has extended its growth streak in the third quarter, increasing U.S. sales 8.2% to 545,522 units, marking seven consecutive months of sales gains. Electrified Vehicles (hybrid, PHEV, BEV): Ford reached a record 85,789 in Q3, up 19.8%, and represented 15.7% of Ford’s Q3 sales, up from 13.5% in Q2. YTD electrified sales reached 242,...

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

Ford Q2 sales rise 14.2%, U.S. market share up on truck, hybrid, SUV strength On July 1, Ford Motor Company announced it has accelerated well ahead of the U.S. industry in Q2 2025. Q2 2025 results:    •    Total U.S. sales: 612,095 (+14.2% from Q2 2024)   •    Market share: estimated 14.3% (+1.8 ppts quarter over quarter)   •    Total pickups (F-Series, Ranger, Maverick): 288,564 (+15.1%)   •    F-Series sales clim...

News  Updated at: 2025/07/02

Scott Bell, vice president of global Chevrolet, said more than half of EV sales volume this year came from customers new to General Motors. The EV sales news came ahead 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 Mus...

News  Updated at: 2025/06/10

Ford leads sales gains in U.S. with discount program offsetting import tariffs in May On June 3, Ford reported success with its pricing strategy in the month of May in offsetting the cost of the Trump import tariffs with its "A Plan" discount program, typically reserved for employees. Ford led all other OEMs in May with a 16.3% increase to 220,959 vehicles across all powertrains, the company’s best May since 2019 and the third straight month of...

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