Sherminator98 Posted May 11 Share Posted May 11 https://www.fromtheroad.ford.com/us/en/articles/2026/introducing-ford-energy Quote By leveraging more than a century of manufacturing expertise, Ford Energy plans to deploy at least 20 GWh annually, with first customer deliveries planned for late 2027 1 Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted May 11 Share Posted May 11 (edited) I would strongly consider putting something like this in my house should it come available, so long as I don’t have to perpetually share any kind of data to go with it. Edited May 11 by fuzzymoomoo 1 Quote Link to comment Share on other sites More sharing options...
blazerdude20 Posted May 11 Share Posted May 11 (edited) Ford plans to produce at least 20 GWh annually of BESS. Ford doesn't mention capacity limits at the facility. Tesla megapack BESS production capacity at their California plant is limited to 40 GWh. Knowing someone involved in the plans for battery storage at Tesla, their wait list for commercial and industrial customers is years long. If you believe their public accounting statements, the production is worth close to $20B in yearly revenue at 40 GWh Could be a solid boom for Ford if their product and support are up to task. Edited May 11 by blazerdude20 1 Quote Link to comment Share on other sites More sharing options...
morgan20 Posted May 11 Share Posted May 11 (edited) 6 hours ago, blazerdude20 said: If you believe their public accounting statements, the production is worth close to $20B in yearly revenue at 40 GWh Could be a solid boom for Ford if their product and support are up to task. Yea, Ford Energy is a nice complement to their electric vehicle business, which itself has a solid boom in store with the release of CE1 products next year. Hopefully Ford Energy teams and the skunkworks/CE1 teams share lessons with each other on scaling up their respective operations. Edit: For perspective, $20B in yearly revenue is comparable to that of Goodyear, General Mills, or Colgate-Palmolive. That kind of moolah would easily rank Ford Energy among the 250 largest companies in America if it can grow to 40 GWh worth of BESS production. Edited May 12 by morgan20 1 Quote Link to comment Share on other sites More sharing options...
twintornados Posted May 12 Share Posted May 12 Wondering why they left this on the shelf....seems like a natural fit.... Quote Link to comment Share on other sites More sharing options...
morgan20 Posted May 14 Share Posted May 14 Solid boom is what happened to Ford's stock price today following the formal announcement of Ford Energy on Monday. Crossin' my fingers that the big shot in charge of this division, Lisa Drake, doesn't screw it up. Investor support for Ford Motor's energy storage business sent its stock soaring 13% Wednesday, the biggest single-day increase in about six years, following a note from Morgan Stanley highlighting details released by the company on Monday. Ford announced its wholly-owned energy subsidiary late last year, and it is being directed by Lisa Drake, who has been a key leader in the company's efforts around electric vehicles. 1 Quote Link to comment Share on other sites More sharing options...
Sherminator98 Posted May 14 Author Share Posted May 14 21 minutes ago, morgan20 said: Solid boom is what happened to Ford's stock price today following the formal announcement of Ford Energy on Monday. Crossin' my fingers that the big shot in charge of this division, Lisa Drake, doesn't screw it up. Investor support for Ford Motor's energy storage business sent its stock soaring 13% Wednesday, the biggest single-day increase in about six years, following a note from Morgan Stanley highlighting details released by the company on Monday. Ford announced its wholly-owned energy subsidiary late last year, and it is being directed by Lisa Drake, who has been a key leader in the company's efforts around electric vehicles. I saw this pop up on my daily review of my stocks and I was like WTF caused this pop in the stock?! Quote Link to comment Share on other sites More sharing options...
morgan20 Posted May 14 Share Posted May 14 26 minutes ago, Sherminator98 said: I saw this pop up on my daily review of my stocks and I was like WTF caused this pop in the stock?! Hopefully another pop in the stock will take place in late 2026 or early 2027 as mass production of CE1 vehicles in Louisville, KY becomes reality 1 Quote Link to comment Share on other sites More sharing options...
Joe771476 Posted May 16 Share Posted May 16 (edited) I posted this in another thread a while back. A GM exec in AUTOMOTIVE NEWS 10 years ago said that you might not recognize the automotive landscape in ten years, which is now. Do you see that he was right? Mergers, joint ventures, shared components, non-automotive divisions, diversification etc. are being realized. Just the costs alone make it necessary if the mfrs. are going to survive. The exec even said there might not be a GM or Ford. Let's hope he's wrong about that! But commonality and homogenous vehicles are more and more prevalent. Government and regulations are causing the demise of uniqueness. NASCAR race cars are cookie cutter vehicles. School buses are just about identical except for the name on the grille. Yeah I get it..safety regs. Same thing with fire apparatus. So far, I can tell an American branded SUV apart from others, but not the foreign branded ones! But I'm afraid that someday there will be a Government Motors! Everything will be identical, no brands really. The govt. will design everything. Oh the various plants might be still producing, but they'll be churning out carbon copy vehicles. The link below is just another example: https://share.google/pjQ5ssZ8fynkWViSC Edited May 16 by Joe771476 Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted May 16 Share Posted May 16 13 minutes ago, Joe771476 said: NASCAR race cars are cookie cutter vehicles. Oh please. NASCAR for the most part has been cookie cutter since at least 2007. Quote Link to comment Share on other sites More sharing options...
Motorpsychology Posted May 16 Share Posted May 16 31 minutes ago, fuzzymoomoo said: Oh please. NASCAR for the most part has been cookie cutter since at least 2007. Not A Stock Car Anywhere Really Quote Link to comment Share on other sites More sharing options...
akirby Posted May 16 Share Posted May 16 5 hours ago, Motorpsychology said: Not A Stock Car Anywhere Really Turns out actual stock cars don't hold up too well hitting concrete at 200 mph. But ovals are Nascar's legacy and they can't just switch to 100% road courses like actual stock cars. Quote Link to comment Share on other sites More sharing options...
Zestyg Posted May 16 Share Posted May 16 1 hour ago, akirby said: Turns out actual stock cars don't hold up too well hitting concrete at 200 mph. But ovals are Nascar's legacy and they can't just switch to 100% road courses like actual stock cars. I think it’s more because switching away from ovals costs money that the areas these ovals host just don’t have in many cases. Quote Link to comment Share on other sites More sharing options...
akirby Posted May 16 Share Posted May 16 53 minutes ago, Zestyg said: I think it’s more because switching away from ovals costs money that the areas these ovals host just don’t have in many cases. That's what legacy means. Quote Link to comment Share on other sites More sharing options...
Joe771476 Posted May 17 Share Posted May 17 On 5/16/2026 at 8:10 AM, fuzzymoomoo said: Oh please. NASCAR for the most part has been cookie cutter since at least 2007. True! Quote Link to comment Share on other sites More sharing options...
rmc523 Posted May 18 Share Posted May 18 Ford Energy Announces First Major Supply Agreement Ford Energy has already secured its first major supply agreement. That agreement is a five-year framework pact with EDF power solutions North America, and it gives that company the ability to secure up to 4 GWh of DC Block BESS each year from Ford Energy - a total potential volume of up to 20 GWh over the course of that agreement. EDF will use those units to supply its growing portfolio of grid-scale energy storage projects across the U.S., with the first deliveries expected to begin in 2028. 1 Quote Link to comment Share on other sites More sharing options...
morgan20 Posted May 19 Share Posted May 19 5 hours ago, rmc523 said: Ford Energy Announces First Major Supply Agreement Ford Energy has already secured its first major supply agreement. That agreement is a five-year framework pact with EDF power solutions North America, and it gives that company the ability to secure up to 4 GWh of DC Block BESS each year from Ford Energy - a total potential volume of up to 20 GWh over the course of that agreement. EDF will use those units to supply its growing portfolio of grid-scale energy storage projects across the U.S., with the first deliveries expected to begin in 2028. That's great news. EDF has a lot of experience with battery storage projects. It developed the McHenry Storage project northwest of Chicago back in 2015 and is workin' on more in other parts of the Midwest. Quote Link to comment Share on other sites More sharing options...
twintornados Posted May 25 Share Posted May 25 I hope this new venture doesn't fall into a case of NIMBY when BESS units are proposed in localities across any proposed area...I have read several NYS articles about local opposition to the units out of fears of uncontrolled fires that burn for days and explosions of units in "thermal runaway"....unless Ford can show how LFP units are safer than Li-Ion units, this might just become another "problematic technology" that Ford will eventually lose money on and dump out of to "focus on its core unit". I certainly hope I am wrong here. 1 Quote Link to comment Share on other sites More sharing options...
morgan20 Posted May 25 Share Posted May 25 13 minutes ago, twintornados said: I hope this new venture doesn't fall into a case of NIMBY when BESS units are proposed in localities across any proposed area...I have read several NYS articles about local opposition to the units out of fears of uncontrolled fires that burn for days and explosions of units in "thermal runaway"....unless Ford can show how LFP units are safer than Li-Ion units, this might just become another "problematic technology" that Ford will eventually lose money on and dump out of to "focus on its core unit". I certainly hope I am wrong here. Yea, that's a concern. Fortunately, EDF has strict guidelines for BESS Fire Safety and Risk Management, documented here. In NYS, EDF has the following BESS projects underway: Fraser Energy, 120 MW BESS, Town of Hamden, Delaware County, expected operation in 2028 Rich Road, 240 MW solar + 20 MW BESS, Town of Canton, St. Lawrence County, expected operation in 2028 Ridge View Energy, 350 MW solar + 20 MW BESS, Town of Hartland, Niagara County, expected operation in 2029 Rosalen Solar and Storage, 200 MW solar + 20 MW BESS, Towns of Rose and Galen, Wayne County, expected operation 2030 1 Quote Link to comment Share on other sites More sharing options...
blazerdude20 Posted May 25 Share Posted May 25 9 hours ago, twintornados said: I hope this new venture doesn't fall into a case of NIMBY when BESS units are proposed in localities across any proposed area...I have read several NYS articles about local opposition to the units out of fears of uncontrolled fires that burn for days and explosions of units in "thermal runaway"....unless Ford can show how LFP units are safer than Li-Ion units, this might just become another "problematic technology" that Ford will eventually lose money on and dump out of to "focus on its core unit". I certainly hope I am wrong here. LFP has significantly higher temperature threshold for thermal runaway. It also puts out far less energy in a runaway situation. Making LFP chemistry units far safer. 1 Quote Link to comment Share on other sites More sharing options...
twintornados Posted May 26 Share Posted May 26 11 hours ago, blazerdude20 said: LFP has significantly higher temperature threshold for thermal runaway. It also puts out far less energy in a runaway situation. Making LFP chemistry units far safer. we all know that - the issue is does the general population of the USA know that as well. People with a fancy website and blog experience can whip up anti-BESS sentiment with some nebulous, vague statements about fires and such and get the uneducated into a snit really fast. Quote Link to comment Share on other sites More sharing options...
morgan20 Posted May 26 Share Posted May 26 13 hours ago, twintornados said: we all know that - the issue is does the general population of the USA know that as well. People with a fancy website and blog experience can whip up anti-BESS sentiment with some nebulous, vague statements about fires and such and get the uneducated into a snit really fast. EDF is doin' its part to educate citizens in the areas where the company is developing energy storage projects. For example, for Rosalen, EDF did a public webinar covering all aspects of the solar + BESS project, including fire safety measures. In that context, people with a fancy website makin' some nebulous, vague statements about fires will expose themselves as the fools they are. 1 Quote Link to comment Share on other sites More sharing options...
Joe771476 Posted May 30 Share Posted May 30 This is great, as long as this doesn't happen: https://share.google/qiMHodUiLZmh1nIoO 1 Quote Link to comment Share on other sites More sharing options...
twintornados Posted May 31 Share Posted May 31 13 hours ago, Joe771476 said: This is great, as long as this doesn't happen: https://share.google/qiMHodUiLZmh1nIoO ....and just like that, another NIMBY movement starts. Ford's BESS does not use Lithium Ion....it uses Lithium Iron Phosphate (LiFePo4) which is far more stable....but it doesn't matter when you have a video from a fireman and an official sounding newscaster just looking for a sensational story to generate views.... 2 Quote Link to comment Share on other sites More sharing options...
Zestyg Posted May 31 Share Posted May 31 5 hours ago, twintornados said: ....and just like that, another NIMBY movement starts. Ford's BESS does not use Lithium Ion....it uses Lithium Iron Phosphate (LiFePo4) which is far more stable....but it doesn't matter when you have a video from a fireman and an official sounding newscaster just looking for a sensational story to generate views.... With the amount of money and power behind this current wave alongside lack of necessity to build it in super-dense areas, I would be surprised if there is much of a dent against build out. Quote Link to comment Share on other sites More sharing options...
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