The newly established Ford Energy and EDF Power Solutions North America have signed a five-year framework agreement for battery storage systems. Under the agreement, EDF can purchase up to 4 GWh of DC-block systems from Ford Energy each year. Over the entire term, this represents a potential volume of up to 20 GWh. The first deliveries are scheduled for 2028.
Ford Repurposes Previous EV Battery Plans
The adoption of electric vehicles is proceeding more slowly than many manufacturers expected, particularly in the U.S. Consequently, automakers are increasingly planning to use infrastructure originally intended for EV batteries for stationary energy storage.
Ford had already announced plans to launch its energy storage business in December 2025. That announcement followed a $19.5 billion write-down on its electric vehicle programs. The company cited weaker-than-expected demand, high costs, and regulatory changes as the reasons for the write-down. At that time, Ford announced that it would repurpose its existing battery manufacturing capacity in Glendale, Kentucky, for the battery storage systems market. The establishment of the subsidiary Ford Energy was formalized this month. As part of the announcement, Ford stated its intention to provide at least 20 GWh annually.
The “Ford Energy DC Block” is a 20-foot containerized battery storage system. According to the company, each unit has a capacity of 5.45 MWh. It uses prismatic LFP cells with a capacity of 512 Ah. Variants with two- or four-hour discharge times are available.
Sources:
https://www.fromtheroad.ford.com/us/en/articles/2026/ford-energy-edf-power-solutions-north-america
https://www.fromtheroad.ford.com/us/en/articles/2026/introducing-ford-energy
https://www.businesswire.com/news/home/20251215095165/en/Ford-Follows-Customers-to-Drive-Profitable-Growth-Reinvests-in-Trucks-Hybrids-Affordable-EVs-Battery-Storage-Takes-EV-Related-Charges
