A Game-Changer for U.S. EV Manufacturing
Ford is charging forward with its $3 billion LFP battery plant in Marshall, Michigan. Despite ongoing political debates, the company confirmed that production of lithium iron phosphate (LFP) batteries will begin in 2026. This bold investment is aimed at reducing EV costs, accelerating U.S.-based battery production, and strengthening America’s clean energy leadership.
Building for Affordability
The Marshall facility is central to Ford’s strategy for next-generation EVs. To hit aggressive price points, the company is shifting to LFP chemistry—more stable and affordable than traditional nickel-based batteries. Ford is already producing C-sample test cells through an equipment partner as it ramps up for full-scale production.
Licensed technology from Chinese battery leader CATL will power the process, giving Ford a proven platform while keeping manufacturing on U.S. soil. Lisa Drake, VP of EV systems, described the plant as a “historic step” in domestic battery innovation. It’s expected to add around 1,700 jobs and deliver up to 35 GWh of annual capacity—enough to power hundreds of thousands of EVs.
Staying the Course Amid Political Shifts
Ford’s plan is backed by roughly $700 million in federal tax credits. However, proposed legislation from Republican lawmakers could threaten incentives tied to Chinese partnerships. Even so, Ford remains firm. Drake emphasized that building LFP cells at home is key to delivering affordable EVs and scaling U.S. battery supply chains.
More Models, More Momentum
Ford’s new EV platform will support up to eight distinct body styles, from sedans to crossovers to midsize trucks. The first release is expected to mirror the Ford Ranger, offering familiarity in an electric form.
Racing to Catch GM
Ford’s EV momentum trails GM’s, especially with Chevy’s popular Equinox EV grabbing headlines for affordability and range. But with its battery plant, diverse vehicle pipeline, and focus on cost, Ford is aiming to close the gap—and drive EV adoption to the next level.
