Battery and Components
Umicore draws capex flak
The European battery metals processor remains under fire despite reining in spending
Ford
Ford has been mass producing automobiles for over a century, and has much-loved brands on both sides of the Atlantic. https://www.ford.com/ Based on a 2020 survey, Ford's F-series truck came second to the iPhone in revenue among all US consumer products. Ford is making aggressive strides on electrification, as it seeks to retain its market leadership in the EV age.
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Battery and Components
Ford files patent for second generation EV platform
Interchangeable skateboard platform could unlock much needed savings for Ford
Ford
Ford enjoys first-ever 10,000+ BEV month
As tax credits end for the Mustang Mach E and demand wobbles, Ford is still banking on the SUV to buoy its EV division.
Vehicle Sales
US ICE pickup drivers reject electric
OEMs targeting the e-pickup segment may need to rely on customers who have not previously bought trucks
Policy and Regulation
FEOC guidance to hit Tesla, Ford affordability
Major US OEMs to see EV models effectively get more expensive under new IRA stipulations
Charging and Grid
Ford fleet charging deal lays OEM-utility collaboration foundation
The firm’s commercial vehicle arm to provide charging hardware and aftercare via partnership
Vehicle Sales
Ford enjoys best-ever US BEV sales month
F-150 Lightning fires – admittedly modest – Cybertruck warning with record sales
Policy and Regulation
US Treasury provides EV tax credit eligibility guidance
Long-awaited definition of rules of origin nudge OEMs away from Chinese battery partnerships
Battery and Components
EU OEMs must do more on supply chains – NGO
Firms need to look at access to both primary metals and processed battery materials
Vehicle Sales
Ford set to bring Mach E production to Europe
Deal with new battery partner is in place, Ford source says
Corporate Strategy
Ford mulls how to get EV prices down
CFO John Lawler stresses that US EV demand is going to be increasingly price-sensitive
Battery and Components
Ford goes again on Catl JV with capacity slashed
Politically controversial project is latest Ford battery initiative to be reduced in scope
Battery and Components
Ford’s Turkey EV battery JV scrapped
Turkish partner nixes deal with Ford and LGES citing low EV demand