Ford changes EV outlook and realigns battery sourcing Ford has changed tack on its electric vehicle (EV) plans and will now use hybrid technology for its three-row SUVs. The carmaker said it will take a special non-cash charge of about $400m for the write-down of product-specific manufacturing assets for the previously planned all-electric versions, which it will no longer produce. Marcus Williams
Battery problem stops F-150 Lightning production at Ford Ford has been forced to suspend assembly of the F-150 Lightning electric pick-up truck at the Rouge Electric Vehicle Center in Dearborn, Michigan because of a problem with the lithium batteries being supplied by SK On to power the vehicle. Marcus Williams
Lithium-ion battery gigafactory database Track electric vehicle lithium battery gigafactories by manufacturer, location, manufacturer, current and planned gigawatt (GWh) capacity. Automotive from Ultima Media
Ford to build battery and assembly plants in Kentucky and Tennessee for massive acceleration of EV output Together with South Korean battery maker SK Innovation (SKI), Ford is investing $11.4 billion on new plants, which aim to significantly increase regional battery supply and production capacity. Jason Dunn
Clarity drives focus in the battery supply chain As the automotive industry embraces electric vehicle production, carmakers are in tough competition with each other, and other industries, for the minerals used to make the lithium-ion batteries driving them. Those carmakers need better visibility of the supply chain if a disruption similar to the semiconductor shortage is to be avoided says Rekha Menon-Varma, co-founder and managing partner at Vertaeon Marcus Williams
SK Innovation battery division to split off amid rising demand for EVs SKI will split off its battery business as an independent company, following a trend of other manufacturers creating separate firms to hone in on battery production. This comes as global demand for EVs rises and multinational umbrellas look to dominate the market. Jason Dunn
Taking charge of battery supply at Ford As the Biden administration looks to meet ambitious goals for electric vehicle production in the US by 2030, Ford is planning a more vertically integrated battery supply chain, new partnerships and investment in securing stable battery materials. Marcus Williams
EV battery supply chains on the move As electric vehicles become serious business for OEMs, they are reassessing their battery supply and manufacturing bases, putting their eggs in multiple baskets and taking more control of the process. Illya Verpraet Daniel Harrison
OEM and lithium-ion battery cell supplier database Keep up with changing supplier relationships between electric vehicle manufacturers and battery cell suppliers in this database by powertrain type (battery electric vehicles, plug-in hybrid electric vehicles, mild and full hybrid electric vehicles, and commercial electric vehicles). Automotive from Ultima Media
Electric vehicle battery supply chain analysis 2021: How lithium-ion battery demand and production are reshaping the automotive industry Download this report for forecasts of electric vehicle lithium-ion battery demand, analysis of battery cell gigafactory locations and insight on global EV battery manufacturing and supply chain management. Daniel Harrison Christopher Ludwig
Ford to form joint venture with SKI to localise battery supply in US Ford has signed a memorandum of understanding (MoU) with lithium-ion battery maker SK Innovation (SKI) for a joint venture to manufacture battery cells and finished packs in the US. Marcus Williams
German carmakers race to secure European battery cell production The millions of electric vehicles being produced also need millions of batteries. But where do the German manufacturers source their cells from? Werner Beutnagel Illya Verpraet
SK Innovation banned from the US for 10 years following LG lawsuit The US International Trade Commission has imposed a 10-year ban on SK Innovation for the importation, domestic production and sale of electric vehicle batteries within the US because of intellectual property theft from rival LG Chem. It is a tough sentence, but perhaps unsurprising given the context of the global push to electrification. Daniel Harrison