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| BlueOval SK |
BlueOval SK Kentucky battery production has officially started. BlueOval SK Kentucky battery production supplies Ford and Lincoln EVs. BlueOval SK Kentucky battery production strengthens domestic content and scale. The Kentucky 1 plant carries 43 GWh per year. A twin 43 GWh plant sits on the same site. The JV is Ford and SK On.
Capacity ramp, model timing, and US industrial policy
The Glendale campus targets two plants at 43 GWh each. The first line produced commercial cells on 19 August. Therefore, Ford secures near-term cell supply in the US. Ford will also invest $2bn in Louisville. That supports a midsize electric pickup in 2027. As a result, localized cells pair with localized assembly.
Portfolio adjustments, Tennessee delay, and lithium sourcing shifts
Ford and SK planned 129 GWh across three plants. However, the Tennessee plant slips to 2028. Prototype output should start in 2027. The glidepath reflects slower US EV adoption. Ford trimmed a Liontown spodumene order. Liontown resold up to 150,000 wet tonnes to Chengxin. Supply chains continue adjusting to demand signals.
The Metalnomist Commentary
US cell capacity is arriving, but demand pacing remains uneven. Watch yield learning curves, offtake allocation, and IRA-driven cost per kWh. Tennessee timing and model launches will steer utilization and margins.
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