Idle EV Battery lines find a customer in Data Centres Ford, GM and LG are converting EV battery lines to grid storage for AI data centres. The prize is rich margins, but Chinese pricing, licensing ties and the chance that AI needs less power could strand this capacity twice. Ilkhan Ozsevim
Ford launches 'Ford Energy' for grid-scale BESS Ford Motor Company's newly launched energy subsidiary will manufacture battery storage systems at a repurposed Kentucky facility, targeting at least 20 GWh of annual output by late 2027, serving utilities, data centres and industrial customers across the United States. Ilkhan Ozsevim
Ford appoints Drake to monetise battery pivot As pure EV ambitions recede, Ford hands Lisa Drake the task of transforming battery infrastructure into a commercial energy storage business targeting data centres and utilities Ilkhan Ozsevim