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Ford to sell part of Spanish plant to Geely to build EVs, reports say


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1 hour ago, rmc523 said:

It's Ford Authority, but I hadn't seen these figures before regarding the Bronco Sport from Valencia rumors (or at least that's what we assumed):

 

According to a new report from La Tribuna de Automoción, Ford has updated its product roadmap for the Valencia Assembly plant amid plans to sell part of the complex to Geely. As part of the shift, the plant is expected to produce up to three models - a Ford Kuga replacement, a coupe-like crossover, and a "multi-energy" utility vehicle with an internal code of CX735. Production of the next-generation lineup was initially pegged at 300,000 units - with 100,000 units for Europe, and 200,000 for North America. Now, the plant is expected to produce 183,000 units between three models, most likely the redesigned Kuga and what may be the latest addition to the Ford Bronco family.

CX735 is the next gen Bronco Sport. I’m not sure what this means with selling part of the plant site to Geely and with the new EU tariffs of 25% but I’m assuming it will be relocated back to somewhere in North America for the 200,000 units needed for this market. 

 

To be fair about the constant product delays and Farley’s changes in strategy,  it doesn’t help when the political climate and tariffs keep changing by the day / week. Ford can’t build a vehicle in a place where it will face tariffs which will seriously erode the margins of profitability on it.

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49 minutes ago, ExplorerDude said:

Ford can’t build a vehicle in a place where it will face tariffs which will seriously erode the margins of profitability on it.


Which is why they should have already had another c2 plant in North America.  Maybe 2.

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16 hours ago, ExplorerDude said:

CX735 is the next gen Bronco Sport. I’m not sure what this means with selling part of the plant site to Geely and with the new EU tariffs of 25% but I’m assuming it will be relocated back to somewhere in North America for the 200,000 units needed for this market. 

 

To be fair about the constant product delays and Farley’s changes in strategy,  it doesn’t help when the political climate and tariffs keep changing by the day / week. Ford can’t build a vehicle in a place where it will face tariffs which will seriously erode the margins of profitability on it.

 

Sure, but the decisions Farley has made led them to be backed into a corner, resulting in all the back and forth.

 

Not to rehash it again, but they could've kept Louisville as a C2 plant and instead put CE1/consolidated all EV products at Blue Oval City, now called Tennessee Truck Plant....it was being built for EV production, why not keep it that way and leave Louisville alone/give it next gen C2 products?   That would've let you keep Escape/Corsair, and add more Bronco Sport production if they wanted to.

 

15 hours ago, akirby said:


Which is why they should have already had another c2 plant in North America.  Maybe 2.

 

Yup, they should've kept building that Mexico plant years ago.

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2 hours ago, rmc523 said:

 

Sure, but the decisions Farley has made led them to be backed into a corner, resulting in all the back and forth.

 

Not to rehash it again, but they could've kept Louisville as a C2 plant and instead put CE1/consolidated all EV products at Blue Oval City, now called Tennessee Truck Plant....it was being built for EV production, why not keep it that way and leave Louisville alone/give it next gen C2 products?   That would've let you keep Escape/Corsair, and add more Bronco Sport production if they wanted to.

 

 

Yup, they should've kept building that Mexico plant years ago.

100%. Louisville should’ve stayed a C2 plant. BOC now Tennessee Truck Plant should have been the CE1/EV plant.

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2 minutes ago, ExplorerDude said:

100%. Louisville should’ve stayed a C2 plant. BOC now Tennessee Truck Plant should have been the CE1/EV plant.

 

I was saying that for a while - make BOC Ford's EV plant and leave the rest, but I guess the ship had sailed probably because they kept on the T3 train too long for that to be realistic.

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4 hours ago, ExplorerDude said:

100%. Louisville should’ve stayed a C2 plant. BOC now Tennessee Truck Plant should have been the CE1/EV plant.


There is obviously some other reason that we don't know about.

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5 minutes ago, akirby said:


There is obviously some other reason that we don't know about.

 

Bad planning lol.

 

 

Like I said above, I think they just waited too long to cancel T3 to make a "move" of the CE1 components to BOC a realistic option.  If they had pulled the plug on T3 earlier, they may have been able to plan CE1 in that factory.

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On 5/7/2026 at 3:38 AM, bzcat said:

How many times do I have to say it for you guys to believe me? Farley's goal all along was to make Ford Europe exit building passenger vehicles.

 

This is why Romania was transferred to Ford Otosan.

This is why there is no attempt to fix Explorer and Capri because Farley wants to shut down Cologne.

This is why Escape/Kuga replacement was cancelled so no new tooling needed at Valencia. 

This is why Ford is not just using Renault platform for next gen EV but actually having Renault build it. 

 

Farley wants to get out of building passenger cars in Europe. 

 

Also, Ford has an entirely new and better way of building vehicles, 

And while Farley’s eyes are strongly focused on that at the moment,

he’s probably in a mood to swing the axe extremely hard and think

about the consequences later….. 

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3 hours ago, twintornados said:

 

One guess would be supplier location. 


But one would think they had similar suppliers lined up for T3 at BOC.  Probably just a timing thing.

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7 hours ago, akirby said:


But one would think they had similar suppliers lined up for T3 at BOC.  Probably just a timing thing.

Yup, cancelling contracts and resigning for different parts orders?

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